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.
We think tapering will begin in early 2022. Where do interest rates go from here?
While near-term inflation momentum may be close to peaking, we believe a strong US economy and, ultimately a tighter labor market, will lead to sustainably higher inflation.
In the context of emerging markets, the thought of inflation can bring back haunting memories. As the word echoes across the financial media world and is now evident in the real world, let’s look at what inflation may mean for emerging-market investors.
New Federal Reserve goals aim to provide support for strong US GDP growth and inflation.
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?