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Portfolio Perspective / 6.12.19
A focus on quality as volatility persists
The risks of a prolonged U.S.-China trade standoff have increased, but we believe long-term fundamentals in emerging markets will offer opportunities.
Ivy Live / 5.15.19
Active allocation: A world of ideas
Our Ivy Live panelists discuss the evolving investment landscape, including the recent U.S.-China trade escalation, and ideas to help guide allocation decisions.
Market Perspective / 5.15.19
Trade tumult: What's next for U.S.—China trade?
We believe investors can derive the most long-term benefit through exposure to well-researched actively managed funds.
Webcasts / 06.07.19
Email Best Practices
Hear from Carson Tate as she provides tips for writing concise emails and using templates to save you time each week.
Attracting assets in motion
Over the next few decades, client assets currently held by Traditionalists and Baby Boomers will be controlled by Generation Xers and Millennials, reshaping the traditional financial advisor model. Discover how you can plan for each generation.
Why advisors need to understand each generation
Navigating generational differences can be tricky, whether you’re speaking to a younger client or chatting with a long-time client that might be your parents’ age. Knowing each generation can lead to a growing and stable practice.
We stand for a legacy of expertise, focused on delivering strong, long-term results. Our name reflects our progressive product offerings and growing global presence as we continue to adapt to the needs of investors.
The Infinite Loop®
The influences shaping today’s global marketplace aren’t just interrelated — they’re interdependent. And as
the world’s economies evolve, growth and change create opportunities for the right companies willing to rise
to the occasion. This creates a loop of potential financial opportunity. It begins with global rebalancing, as emerging markets gain greater influence on the world. This creates increased demand
for raw materials and resources. As these nations continue to develop, the need for innovation and
transformation increases. Many times, it’s great American companies that meet the demands of
these developing countries. And the cycle continues. Based on the world’s economic needs and the companies
that meet them, the potential for financial opportunity appears endless.
The world’s economy is changing and shifting away from growth dominated in the United States. We see
vast potential in developing and emerging nations where economic systems allow the people to tap their
own resources and increase their standards of living.
Growing economies in emerging markets contribute to the success of many great American companies. As U.S.
companies increase the export of goods and services to global markets, they are poised to reap the