The Fed announced a much-anticipated one-quarter-percentage-point cut to the federal funds rate. Following the decision, Fed Chairman Powell's press conference commentary was perceived as unexpectedly hawkish. While the market had a 'buy the rumor, sell the news’ reaction, but we believe underlying fundamentals should support continued growth during the rest of 2019.
Economic fundamentals were solid at the start of the year. Could trade disruptions put the economic expansion at risk in the second half of 2019?
While trade tension and government investigations may create unknowns, the secular drivers of technology and health care are diverse and growing. We believe we are at a unique crossroads as innovation in science and technology converge at an unprecedented pace, which is creating new investable opportunities.
Retirement plans have undergone significant changes this year, and more are pending. Discover how the changes will impact plans, employee participation and compliance implications.
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.
Ivy plans the delisting and subsequent liquidation of three Ivy NextShares exchange-traded managed funds
Download | Posted 08.15.19Ivy High Income Opportunities Fund (NYSE:IVH) announces August 01, 2019 distribution.
Download | Posted 08.01.19Waddell & Reed Financial, Inc. (NYSE: WDR), parent company of Ivy Investment Management Company, named Daniel P. Hanson, CFA, as Chief Investment Officer, filling a key role with a versatile industry veteran and prominent environmental, social and governance (ESG) investor as the firm continues to position itself for future organic and inorganic growth.
Download | Posted 06.11.19Seven models are available in a model-delivery format, to be available in SMA and UMA accounts, providing advisors and investors a new way to access Ivy’s strategies.
Download | Posted 04.16.19Head of Intermediary Distribution brings breadth, experience to new role
Download | Posted 08.29.18Firm announces latest step in evolution of fund product line.
Download | Posted 07.26.18Citywire magazine recently featured Ivy Mid Cap Income Opportunities Fund in a special supplement. The article discusses the role mid cap dividend paying companies can play in a client’s portfolio and the Fund’s distinctive approach in the space.
Download | Posted 08.07.19Citywire magazine recently featured Ivy Emerging Markets Equity Fund in a special supplement. The new article describes the evolving landscape of emerging markets and key issues our investment team believes are affecting those markets.
Download | Posted 11.05.18