Market trends show long-term investors generally have been rewarded over time. However, periods of extreme volatility can challenge even the most seasoned investors. Ivy believes having a perspective of the markets and the factors affecting them can be helpful in assessing current opportunities.
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.
Our active approach and dual mandate of income growth and capital appreciation may help fill the income gap created by record low interest rates and the monetary needs of an
When the market is focused on the short term, we try to take the opposite approach. We look for opportunities to re-position the portfolio into companies where we have high conviction, those names we believe have the long-term ability to withstand market disruptions.
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.
We tend to exercise patience during market drawdowns, preferring to focus on longer-term investment horizons rather than reacting to near-term estimate revisions.