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.

CIO Insights / 07.15.2021

2021 Midyear Outlook: Navigating through the recovery

Get our outlook on the US recovery and the Federal Reserve’s new framework, including its impact on inflation, interest rates and growth.

CIO Insights / 03.03.2021

CIO Insights – Ride the cycle

The global economy stands at the dawn of a new business cycle. We outline what it could mean for investors.

CIO Insights / 02.03.2021

CIO Insights – The beginning of a new cycle

10 observations of the current market and possible implications for investors in 2021.

CIO Insights / 1.08.2020

Turning the page on 2020

As we move past the challenges of 2020, we are optimistic about the global economy and markets for 2021.