Episode 32 – Global Smaller Companies with Invesco’s Michael Oliveros

58min | 10/30/2025

Description

In the latest episode of our award-winning podcast series we are thrilled to host Michael Oliveros, Invesco’s Head of Global Smaller Companies. In a wide ranging discussion the pair debate the appeal of, and the common arguments against, Global Smaller Companies. The conversation is both macro in nature, touching on economic conditions and valuations, but also opportunistic, with a heavy dose of sector, regional and thematic opportunities discussed. There is also an entertaining opening, as we learn more about the history of our guest, and the formulation of his investment approach.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 24th October 2025.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Time in the Market

For investment professionals in the UK only.

Each month join host Ben Gutteridge, a Director of Multi-Asset Strategies at Invesco, for an insightful and often humorous conversation into the (sometimes baffling) world of investing. In each episode, Ben interviews a high-profile guest from within the financial services industry, seeking to uncover leading investment insights in a clear and accessible fashion.

The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Views and opinions are based on current market conditions and are subject to change.

This podcast is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment or investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.

Issued by Invesco Asset Management Limited. Authorised and regulated by the Financial Conduct Authority.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Time in the Market

For investment professionals in the UK only.

Each month join host Ben Gutteridge, a Director of Multi-Asset Strategies at Invesco, for an insightful and often humorous conversation into the (sometimes baffling) world of investing. In each episode, Ben interviews a high-profile guest from within the financial services industry, seeking to uncover leading investment insights in a clear and accessible fashion.

The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Views and opinions are based on current market conditions and are subject to change.

This podcast is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment or investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.

Issued by Invesco Asset Management Limited. Authorised and regulated by the Financial Conduct Authority.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Description

In the latest episode of our award-winning podcast series we are thrilled to host Michael Oliveros, Invesco’s Head of Global Smaller Companies. In a wide ranging discussion the pair debate the appeal of, and the common arguments against, Global Smaller Companies. The conversation is both macro in nature, touching on economic conditions and valuations, but also opportunistic, with a heavy dose of sector, regional and thematic opportunities discussed. There is also an entertaining opening, as we learn more about the history of our guest, and the formulation of his investment approach.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 24th October 2025.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Time in the Market

For investment professionals in the UK only.

Each month join host Ben Gutteridge, a Director of Multi-Asset Strategies at Invesco, for an insightful and often humorous conversation into the (sometimes baffling) world of investing. In each episode, Ben interviews a high-profile guest from within the financial services industry, seeking to uncover leading investment insights in a clear and accessible fashion.

The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Views and opinions are based on current market conditions and are subject to change.

This podcast is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment or investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.

Issued by Invesco Asset Management Limited. Authorised and regulated by the Financial Conduct Authority.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

About Time in the Market

For investment professionals in the UK only.

Each month join host Ben Gutteridge, a Director of Multi-Asset Strategies at Invesco, for an insightful and often humorous conversation into the (sometimes baffling) world of investing. In each episode, Ben interviews a high-profile guest from within the financial services industry, seeking to uncover leading investment insights in a clear and accessible fashion.

The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Views and opinions are based on current market conditions and are subject to change.

This podcast is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment or investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.

Issued by Invesco Asset Management Limited. Authorised and regulated by the Financial Conduct Authority.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

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