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Alessio de Longis, CFA®

Senior Portfolio Manager, Invesco

Alessio de Longis, CFA®, is a senior portfolio manager for the Invesco Investment Solutions team at Invesco. In this role, he leads the group's global tactical asset allocation effort, focusing on the development, implementation and management of macro regime-based investment management strategies across asset classes, risk premia and factors. Additionally, he develops and manages active currency overlay strategies and solutions for multi-asset portfolios

Mr. de Longis joined Invesco in 2019 when the firm combined with OppenheimerFunds, where he was a team leader and senior portfolio manager of the Global Multi-Asset team. Prior to joining the Global Multi-Asset team, he was a member of the Global Debt team from 2004 to 2013 serving as currency portfolio manager and global macro strategist. He is a published author in the field of systematic currency investing using macro-based strategies and he is regularly featured across financial media outlets.

Workshop 14/Workshop 20: Dynamic Asset Allocation: A Macro Regime Approach

Amidst concerns around trade, low interest rates and excessive leverage, investors continue to wonder how to best position themselves in today’s market environment. Should portfolios be positioned defensively today for a potential recession? Or is there potential for the cycle to continue? Alessio de Longis, CFA, senior portfolio manager of Invesco Investment Solutions, discusses his macro regime-based process to tactical asset allocation, focusing on business and credit cycle dynamics, and the resulting investment outlook and positioning across asset classes and factors.

Friday, May 29, 2020

1:30 – 2:20 p.m.


2:40 – 3:30 p.m.