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.
One of the most difficult things to ignore when it comes to investing is volatility. It is in our human nature to want to avoid loss. Regardless of market uncertainty, one thing you can be certain about is the importance of staying invested.
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.
Personal consumption has nearly made a full recovery from the onset of the 2020 recession. Unprecedented fiscal stimulus is responsible.
Spring 2020 stimulus bills included $730 billion in direct individual aid through one-time cash payments and increased unemployment benefits. In addition, $670 billion was allocated to the Paycheck Protection Program to keep consumers employed. While modestly smaller, a bill passed in December 2020, and another round of stimulus we think is coming in February 2021, should keep disposable income growing around trendline through spring. We believe this is one of the factors setting up the economy for strong growth beginning in the second quarter of 2021.
Source: BEA, Macrobond. Dates shown are July, 1990 through October, 2020. This chart is being provided as a general source of information for education purposes only, and is not intended as a recommendation to purchase, sell or hold any specific security or to engage in any investment strategy.
