n a world faced with a viral threat, it has become challenging to make investment decisions with little visibility into the future. Take a look at what we believe investors should consider when thinking: Why emerging markets?
The global economy stands at the dawn of a new business cycle. We outline what it could mean for investors.
While we continue to emphasize a snapback in the services sector as the driving force in our above-consensus U.S. GDP growth estimate of 7.1% in 2021, we can’t overlook what’s going on in the manufacturing sector.
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As of April 30, 2021, Ivy Investment Management Company is now part of Macquarie Asset Management. Macquarie Asset Management (MAM) provides specialist investment solutions to clients across a range of capabilities including infrastructure & renewables, real estate, agriculture, transportation finance, private credit, equities, fixed income, and multi-asset solutions.
In a world faced with a viral threat, it has become challenging to make investment decisions with little visibility into the future. Take a look at what we believe investors should consider when thinking: Why emerging markets?
We think the services sector snapback will be the main drover of U.S. GDP growth this year, but we can’t overlook the manufacturing sector.
From 2013 to 2015, we faced headwinds as a low interest rate environment challenged our pro-quality investment approach and rewarded companies that piled on debt. Once again, we are experiencing a low interest rate environment; however, this time the Fund has performed well. What’s different this time?
Despite all of the turmoil in 2020, the markets are experiencing a resurging risk-on attitude. What does this mean for investors? Our Ivy Live panelists recently shared their 2021 market observations and the possible implications.
Many investors struggle with today’s interest rate levels. We believe two areas of the high yield market offer strong risk-adjusted total return potential along with high dividends: bank loans and below BB-rated corporate securities.
Investors commonly see emerging markets as an asset class that requires market timing. That it comes in and out of fashion like turtlenecks and corduroys – just a short-term fad. However, don’t look for reasons this latest investment trend will soon end up in the donation pile.
