2021 Midyear Outlook: Navigating through the recovery
Listen in as we discuss our outlook on the US recovery and the Federal Reserve’s new framework, including its impact on inflation, interest rates and growth.
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.
Chart of the week – A view on rates and risk, part 2
Chart of the week – A view on rates and risk, part 1
We think tapering will begin in early 2022. Where do interest rates go from here?
Chart of the week – A new set of outcomes
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.
Inflation…Emerging Markets…Is this bad?
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.
Chart of the week - A New Set of Goals
New Federal Reserve goals aim to provide support for strong US GDP growth and inflation.
Going Viral: Emerging markets as the End of the Pandemic Hopefully Nears
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?