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.
Market & Economic Insights
Analysis of global economic and market developments from Ivy’s leadership, economists and analysts to help you and your clients navigate the evolving investment landscape.
Partisan Control and Market Returns
The trials and tribulations of vaccine development in a COVID-19 world
Ivy Large Cap Growth Fund Assistant Portfolio Manager Gage Krieger recently appeared on Asset TV to share Ivy’s outlook on the realities of developing a COVID-19 vaccine in the modern age.
Inflation Outlook
With the recent wave of massive stimulus, should inflation be a concern?
August Jobs Report
Drop in Unemployment Rate Surprises Economists
Small Business Resilience
When will post-Covid recovery occur and what will it look like?
Ivy’s 2020 Midyear Outlook on Asset TV
Global Economist Derek Hamilton recently appeared on Asset TV to share Ivy’s Midyear Outlook. Check out our assessment of what investors might expect for the second half of 2020, including the likelihood of continued stimulus from global policymakers and the possible wildcards in the upcoming election.
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 Insights - Update on key market moving issues
As summer winds down, we provide insights on key issues influencing the markets like lingering global COVID-19 cases, the Fed’s shift on inflation and the latest on the U.S. elections.
Cost to Build a New Home is Surging
The battle between supply and demand, a lesson provided by the booming housing market.
Battling for consumer dollars, who is winning?
With social distancing a priority for many, how are retailers and restaurants holding up?
Going Viral: How to Think About Emerging Markets in the Midst of a Pandemic
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?
Consumer Mobility
Geolocation data indicated mobility factors are down 40% since the pandemic. How does this impact investing opportunities?
Ivy Insights - Signs of improvement
Better-than-expected earnings, job numbers and an apparent drop in new U.S. COVID-19 cases could bode well for economic improvement in the second half of 2020.
Ivy Insights – Sluggish Recovery
As COVID-19 cases surge in some states, we believe U.S. GDP growth is likely to show signs of improvement in the second half of 2020.
2020 Midyear Outlook – Dog Years of Investing
The COVID-19 pandemic has caused one of the most rapid and dramatic economic downturns in history. It seems an entire market cycle has been compressed into a few months. At the 2020 midpoint, we assess the evolving investment landscape and the likely path forward.
Ivy Insights - Industrials
In spite of the uncertainty, we are comfortable staying balanced in our approach to industrials. Find out how we are viewing the sector overall, as well as the various subsectors within the universe.
Ivy Sector Insights – Consumer discretionary & Consumer Staples
With consumer spending pressures on the rise, we review opportunities on among restaurants, cruise lines and casinos.
Market Liquidity and the Fed
The Fed has taken unprecedented steps to inject liquidity into the market in response to COVID-19. This action has provided some stability in fixed income, but uncertainty still remains. Several Ivy portfolio managers share their views on navigating the rapidly evolving fixed income landscape.
COVID-19 Vaccine Developments
A closer look at the realities of developing a COVID-19 vaccine in the modern age.
Ivy Insights - Employment Surprise
The recent employment surprise, along with more re-openings, has many investors optimistic for a “V” shaped recovery.
Active managment - Going beyond the index
The debate over the merits of active and passive investing has been going on for some time. Ivy believes investors can derive the most long-term benefit through exposure to well-researched actively managed funds.
Ivy Insights - Notable "haves and have nots"
U.S. equities have performed well since March’s lows, but pockets of activity are creating notable cases of “haves and have nots”
Ivy Insights – Earnings season wrapping up – what's next?
Earnings season is near an end, unemployment reached staggering levels and some states are beginning to reopen. Are markets coming off a bottom?
Looking beyond stock market volatility
Market volatility can be unsettling, but history shows that prices have returned to less volatile patterns over time. That can be good news for long-term investors.
Balancing opportunity, volatility and perspective: An investor's guide
Market trends show long-term investors generally have been rewarded over time. However, periods of extreme volatility can challenge even the most seasoned investors. Ivy believes having a perspective of the markets and the factors affecting them can be helpful in assessing current opportunities.
Ivy Insights – Central Bank Policy and Market Viewpoint
U.S. equities have rallied from their March 23 lows as a result of record stimulus. It was the best-performing April since 1938. Where do the markets go from here?
Ivy Insights - Earnings season overview
With earnings season underway, we see a bifurcation emerging in the financial markets, which could present opportunities for active managers. We also discuss the phased re-opening plans among U.S. states.
Coronavirus outbreak and the retail and hospitality sectors
The global impact of COVID-19 remains a moving target. And with the retail, transportation and hospitality sectors employing more than 25% of the U.S.’s total private workforce, the consequences on the domestic economy are uncertain. The Ivy investment team provides insight regarding the investment implications in the U.S. consumer sector.
Ivy Insights – U.S. Economy: Back in Business?
Nearly half of the country is scheduled to start to reopen in early May. We discuss the reemergence of business activity and its economic impact, as well as the possibility of manufacturing being brought back to the U.S..
Ivy Sector Insights – Industrials
Industrial companies are among the hardest hit by this market downturn. We discuss the current state of planes, trains and automobiles.
Ivy Sector Insights – Information Technology
We believe many technology companies have a favorable risk-reward profile and may rebound from secular tailwinds when the macro picture begins to improve.
Ivy Sector Insights –
Information Technology (Software)
Stay-at-home orders offering unique opportunities for software companies during COVID-19 pandemic.
Factor Analysis
The framework of factor analysis is an input to decision making and portfolio balances. By creating balanced portfolios, we're able to manage overall risk exposures.
Ivy Economic Insights
Given the backdrop of recent economic data, we see downside risks to our second quarter 2020 forecast.
Ivy Market Insights – First Quarter 2020 review
The first quarter of 2020 was eventful to say the least. Dan Hanson, CIO, provides a market recap and view moving forward.
CIO Insights – Ivy Roundtable Discussion
Dan Hanson, CFA, Chief Investment Officer, recently sat down with key members of the Ivy Investments team to discuss the economic and market implications of the COVID-19 outbreak.
Ivy Sector Insights – Consumer discretionary
Are there opportunities in apparel and luxury goods during this market downturn? We believe so.
Ivy Sector Insights – Consumer Discretionary & Consumer Staples
The COVID-19 pandemic is impacting retail in many unique ways. What does the future of retail hold?
Ivy Sector Insights – Health Care
As the medical response to the COVID-19 outbreak continues to progress, we believe opportunities within the health care sector could emerge over the long term.