n 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?
The global economy stands at the dawn of a new business cycle. We outline what it could mean for investors.
While we continue to emphasize a snapback in the services sector as the driving force in our above-consensus U.S. GDP growth estimate of 7.1% in 2021, we can’t overlook what’s going on in the manufacturing sector.
Discover how Five Wishes can strengthen client relationships.
As of April 30, 2021, Ivy Investment Management Company is now part of Macquarie Asset Management. Macquarie Asset Management (MAM) provides specialist investment solutions to clients across a range of capabilities including infrastructure & renewables, real estate, agriculture, transportation finance, private credit, equities, fixed income, and multi-asset solutions.
Ivy Investments has a highly resourced, active asset management team directly focused on long-term, bottom-up, fundamental research. We believe this ongoing research is the key to finding companies with sustainable, durable business models that can deliver quality growth and profitability over the long-term for shareholders. Here you’ll find the latest insights from our CIO and discussions with portfolio managers, analysts and economists.
The global economy stands at the dawn of a new business cycle. We outline what it could mean for investors.
10 observations of the current market and possible implications for investors in 2021.
As we move past the challenges of 2020, we are optimistic about the global economy and markets for 2021.
Where do markets currently stand and what’s our preliminary outlook for 2021?
Senior Vice President,
Chief Investment Officer
Dan Hanson is Chief Investment Officer of Waddell & Reed Financial, Inc., and of the company’s asset manager, Ivy Investment Management Company. He is responsible for leading the firm’s Investment Management Division and serves as a member of the company’s executive leadership team.
Ivy’s Culture of Stewardship & Our Code of Ethics (October 30, 2020)
Ivy Investments Comment to SEC Regarding Proxy Voting (February 3, 2020)
Responsible Investing, contributing author: "Impact Investing," London: Routledge (September 2018)
- Journal of Impact & ESG Investing, Associate Editor (2020 – Present)
- Founding member, Board of Directors (2011– 2016); Investor Advisory Group (IAG) (2017– Present); Sustainable Accounting Standards Board (SASB)
- Impact Capital Managers (ICM) inaugural member report, contributing author: “The Alpha in Impact” (December 2018)
