The debate over the merits of active and passive investing has been going on for some time. Ivy believes investors can derive the most long-term benefit through exposure to well-researched actively managed funds.
As the U.S. re-emerges from shelter-in-place orders, Ivy believes we could see economic activity bounce back in the second half of the year. However, soaring unemployment and the possibility of a second COVID-19 outbreak are formidable headwinds to recovery. Our panelists recently discussed the public health, macroeconomic and market implications for the path forward.
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.
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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.
Do you want to get to know the youngest generation, Gen Edge? Brush up on your screen presence because this digital generation prefers communicating via Skype and learning via YouTube. It won’t be long before this generation is a key part of your practice.
1Market Wired. (2015, March 30). Deep Focus’ Cassandra Report: Gen Z Uncovers Massive Attitude Shift Toward Money, Work and Communication Preferences. [Press release].
2 MacKenzie, J., McGuire, R., & Hartwell, S. (2014). Magid: The First Generation of the 21st Century.
3 Ameriprise. (2014, June 18). Gen Z and Money Survey 2014.
4 Eagan, K., Lozano, Jennifer., Hurtado, S., Case, M. (2013). The American Freshman: National Norms Fall 2013. Cooperative Institutional Research Program.
5 Northeastern University. (2014, October). 4th Installment of the Innovation Imperative Polling Series: Portrait of Generation Z. Northeastern University.
6 Palley, Will. (2012, April). Gen Z: Digital in their DNA. JWT.
7 Junior Achievement. (2012). Teens and Careers Survey.
8 T. Rowe Price. (2015, March). T. Rowe Price 7th Annual Parents, Kids & Money Survey.
This information is prepared by an unrelated independent third party, BridgeWorks, and is provided for informational purposes only. Ivy Distributors, Inc., believes the information has been obtained from sources considered to be reliable, but does not guarantee the accuracy of the information provided.
