The Fed shifts on inflation – What does it mean?
The Fed unveiled a revision to its monetary policy, allowing for higher inflation to help support the labor market. We believe this action could keep interest rates low for years.
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.
With earnings season underway, we offer our insights on key issues influencing the markets like the resurging global economy, the lingering effects of COVID-19 and the U.S. elections.
The impact of COVID-19, and other infectious illness outbreaks that may arise in the future, could adversely affect the economies of many nations or the entire global economy, individual issuers and capital markets in ways that cannot necessarily be foreseen. In addition, the impact of infectious illnesses in emerging market countries may be greater due to generally less established healthcare systems. Public health crises caused by the COVID-19 outbreak may exacerbate other pre-existing political, social and economic risks in certain countries or globally. The duration of the COVID-19 outbreak and its effects cannot be determined with certainty.