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

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?

Market & Economic Insights / 07.17.20

2020 Midyear Outlook – Dog Years of Investing

The COVID-19 pandemic has caused one of the most rapid and dramatic economic downturns in history. It seems an entire market cycle has been compressed into a few months. At the 2020 midpoint, we assess the evolving investment landscape and the likely path forward.

Product Insights / 06.30.20

An active, diversified approach for current income, capital appreciation

Our active approach and dual mandate of income growth and capital appreciation may help fill the income gap created by record low interest rates and the monetary needs of an aging population.

Market & Economic Insights / 06.17.20

Market Liquidity and the Fed

The Fed has taken unprecedented steps to inject liquidity into the market in response to COVID-19. This action has provided some stability in fixed income, but uncertainty still remains. Several Ivy portfolio managers share their views on navigating the rapidly evolving fixed income landscape.