The Ivy Emerging Markets Equity Fund managers say the main headwinds for emerging markets in 2019 are idiosyncratic risks that affect relatively few countries. They think several key factors create a brighter outlook in 2019.
As proven investors in the high yield space, we understand recent concerns about a slowing global economy. Chad Gunther, portfolio manager of Ivy High Income Fund, believes there are five reasons high yield offers potential opportunities for investors in 2019.
Technology and health care companies are changing the world through innovation. Our Ivy Live panel shared trends and ideas that caught their attention after attending CES and the J.P. Morgan Healthcare Conference, and what it all could mean for investors in 2019.
Discover what Health Saving Accounts are, the benefits they offer and how they can be utilized to pay for eligible health care expenses on a tax-free basis – both today and in retirement.
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.
1Shullman Research Center. (2014, March). Millionaires Have Their Own Generation Gap.
2 Wells Fargo. (2014). Millennials and Money.
3 Tan, A. (2014, June). Millennials Face Financial Hurdles.
4 Northwestern Mutual, 2014 Planning and Progress Study. (2014).
5 Generation D: An Emerging and Important Investor Segment. (2013).
6 15 Economic Facts about Millennials. The Council of Economic Advisers. (2014, October).
7 Harris Interactive and Deloitte. (2013, January).
8 Hill, C. (2014, October 8). 1 in 4 Millennials ‘Trust no one’ for Money Advice.
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.
