CIO Insights - Ivy Roundtable Discussion
Dan Hanson, CFA, Chief Investment Officer, recently sat down with key members of the Ivy Investments team to discuss the economic and market implications of the COVID-19 outbreak.
The spread of COVID-19 appears to have the global economy on the verge of recession. What’s next? We discuss the economic and market implications of the outbreak with Derek Hamilton, Ivy Investments global economist.
Investor reactions to the coronavirus outbreak have been dramatic, with the major U.S. stock indexes dipping into correction territory. Will the economic impact be as swift and severe? We believe the economic disruption could be sharply negative, but it may also be temporary.
Elevated uncertainties over the coronavirus outbreak and its economic implications have wreaked havoc on the capital markets. On Ivy Live, we discussed current market conditions and how long we might be in this wildly volatile environment.
As the current market expansion continues to mature, the one size fits all attraction of some passively managed fixed income strategies could expose investors to a greater variety of risks than their equity counterparts. We believe in a more nimble approach.
Market volatility can be unsettling, but history shows that prices have returned to less volatile patterns over time. That can be good news for long-term investors.
China’s aggressive tech ambitions and the ongoing trade war present challenges, but may create opportunities for long-term investors. Our team discussed navigating the current global technology environment amid the uncertainty.