2021 Midyear Outlook: Navigating through the recovery
Listen in as we discuss our outlook on the US recovery and the Federal Reserve’s new framework, including its impact on inflation, interest rates and growth.
Chart of the week – A view on rates and risk, part 2
If the Fed is successful in generating inflation, this could bring about higher nominal GDP growth than the US economy experienced in the last cycle. What are the implications?
Chart of the week – A view on rates and risk, part 1
We think tapering will begin in early 2022. Where do interest rates go from here?
Three Questions to Ask as an International Core Equity Investor
A closer look at three questions many international core equity investors ask themselves.
Going Viral: Emerging markets as the End of the Pandemic Hopefully Nears
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?
Inflation…Emerging Markets…Is this bad?
In the context of emerging markets, the thought of inflation can bring back haunting memories. As the word echoes across the financial media world and is now evident in the real world, let’s look at what inflation may mean for emerging-market investors.
Investment Update - Ivy Mid Cap Income Opportunities Fund
No matter the market environment, our core focus is building a portfolio that has the potential to generate a total return through current income, income growth, and opportunities for capital appreciation.