Insights

Review regular updates and insight from our investment management team. Market Perspectives cover broader issues, including the global economy, market environment or sector overviews. Portfolio Perspectives offer analysis from a portfolio manager or team on a specific fund.

Insights: Global Economy

Product Insights / 12.18.20

Three Questions to Ask as an International Core Equity Investor

How Ivy approaches a core international investment mandate and how the Ivy International Core Equity Fund is positioned in today's evolving investment landscape.

CIO Insights / 10.28.20

2020 Elections: Forget the hype, focus on fundamentals

The outcome of the 2020 elections poses significant economic and market implications. We analyze three possible scenarios and how the markets might react to each of them, as well as what it all means for investors.

Market & Economic Insights / 08.18.20

Going Viral: How to Think About Emerging Markets in the Midst of a Pandemic

In a world faced with a viral threat, it has become challenging to make investment decisions with little visibility into the future. Take a look at what we believe investors should consider when thinking: Why emerging markets?