Emerging markets: A re-emerging opportunity
Many investors have been reluctant to invest in emerging market equities because of concerns about volatility. We believe the fundamentals argue in favor of a strategic allocation.
Emerging markets: A re-emerging opportunity
Many investors have been reluctant to invest in emerging market equities because of concerns about volatility. We believe the fundamentals argue in favor of a strategic allocation.
Navigating a negative rate world
The Fed is facing pressure to push rates towards zero, while the ECB is doubling down on its negative rate policy. Our Ivy Live panelists discussed this and how investors can navigate the current global interest rate environment.
Q4 Outlook:
Global economy staggers toward year end
Volatility has been the story of 2019. While we believe market headwinds will keeping global economic growth relatively weak for the rest of the year, signs of stabilization could appear in the next few months.
CIO Insights: Staying focused on high-quality business models
The Business Roundtable recently updated its view on the “Purpose of a Corporation” and the reactions were immediate. Is it the end of capitalism? Just lip service to support entrenched management teams? Our team analyzed the potential impact on business, industry analysis and corporate governance.
Big innovators among small companies
While the small-cap category recently has underperformed, we believe our process for identifying innovators among the universe of small-cap companies, particularly in the information technology and health care sectors, can create long-term investment opportunities.
Beyond the volatility: is a near-term recession likely?
August has been a highly volatile period for the financial markets. Reignited trade tensions and recent yield-curve inversions have spooked investors, culminating in a 3% drop in the S&P 500 Index on Aug. 14, its worst day of the year.