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Portfolio Perspectives / 07.11.19

Amid the noise, will tech's run continue?

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.

Portfolio Perspectives / 07.03.19

A defensive tilt in market uncertainty

We have shifted the portfolio slightly more defensive, while maintaining exposure to areas we believe should participate in market upside.

Portfolio Perspectives / 06.24.19

Depressed valuations may offer opportunity

Fear of recession has depressed valuations of many economically sensitive businesses. Contrary to popular belief, this may be an opportune time to invest.

Portfolio Perspectives / 06.12.19

A focus on quality as volatility persists

The risks of a prolonged U.S.-China trade standoff have increased, but we believe long-term fundamentals in emerging markets will offer opportunities.

Portfolio Perspectives / 04.22.19

Seeking durable quality in a volatile market

The market fluctuations over the past two quarters are unsettling, but part of a new reality. The Ivy Balanced Fund seeks to build a portfolio with equilibrium to withstand a highly volatile environment.

Portfolio Perspectives / 04.08.19

Moving to a defensive position for uncertain times

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.

Portfolio Perspectives / 03.18.19

Focusing on quality in volatile times

We believe this could be a good environment for growth investors. The Fund seeks companies with durable earnings and revenue growth, especially considering the potential headwinds currently facing the market.