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Portfolio Perspectives / 11.13.18

Drilling into potential of Oil Services, E&P companies

We think the oil market still is early in the recovery stage with solid supply-demand fundamentals. In analyzing potential opportunities, we think several factors may affect two key industry segments.

Portfolio Perspectives / 10.08.18

Applying a risk-aware process in a volatile market

The Ivy Asset Strategy Fund seeks to generate global equity-like returns by blending Ivy’s best ideas in global equities and global credit with other, less correlated assets to mitigate volatility and downside risk.

Portfolio Perspectives / 09.24.18

Emerging markets still offer sound fundamentals

Emerging markets continue to feel the impact of trade disputes, a strong U.S. dollar, sanctions on Russia and more. We believe the fundamental basis for investing in emerging markets is intact, although market volatility is likely to persist.

Portfolio Perspectives / 08.13.18

Oil market still focused on supply/demand

Volatility is the nature of oil prices and is likely to continue in the next year. Uncertainty about supply and demand is adding volatility and remains a key issue for the market now.

Portfolio Perspectives / 06.27.18

Emerging markets: Staying the course

Investors focused on short-term issues may be missing a larger picture. We believe emerging markets – while volatile at times – will continue to offer potential opportunities in the foreseeable future.

Portfolio Perspectives / 06.15.18

When bigger isn't always better: The case for Japanese small cap stocks

We believe Japanese small cap equities are far less exposed to shaky global trade dynamics and currency fluctuations than their large cap counterparts. Take a look at our top-five reasons that make them a compelling addition to an international small cap portfolio.