The global economy was sluggish through the first quarter of 2019. Get Ivy's view on key issues that have slowed growth and the possibility of a rebound later in the year.
U.S. mid caps are one of the most dynamic investment types in the market. Mid caps’ spot in the center of the range means they often bring strong risk/return potential for today’s nervous investor. In a time when the right portfolio construction matters more than ever, explore the opportunity to win with mid caps.
A combination of asset classes may offer lower volatility – a concern for many investors today. The Fund’s sleeve structure allows a blend of three fixed-income strategies.
Advisors are busier than ever. Wouldn’t it be great to have a virtual assistant to help schedule meetings, update to-do-lists or check on how a stock is performing? Discover how Amazon’s Alexa can keep you organized and make you more efficient.
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.
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.
We have at our core a highly respected investment organization that traces its roots to the inception of the mutual fund industry. Our heritage and our culture are built upon a commitment to investment excellence.
Philip J. Sanders, CFA
Gilbert C. Scott, CFA
Mark G. Beischel, CFA
Economic Team
Global Equity Team
Global Fixed Income Team
Trading / Derivatives Team
Average portfolio manager experience
Average tenure at the firm
Our expertise spans nearly all asset classes, sectors and disciplines, and has helped us deliver consistently competitive results across a variety of market environments. Our product lineup encompasses domestic, global and international equities; domestic and international fixed-income; specialty funds and money market funds.
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