Ivy Investments Forum
We recently gathered a number of thought-provoking experts who shared their latest views on an array of critical issues impacting today’s investing landscape. Watch the session replays to get our panelists’ insights.
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.
Inflation Anyone?
Ivy Insights – Loans
Bank loans offer several advantages for investors. Find out how we are adding value in loans amid the current ultra-low rate environment.
Election 2020: Divided we stand?
Joe Biden's path to the White House was historic but didn't include the much hyped "blue wave." We offer insights on the impact of the 2020 election and how the Biden administration could push its agenda through a divided government.
Ivy Insights – Housing, Health Care and Utilities
The upcoming U.S. election and COVID-19 have impacted key industries and sectors differently. We discuss the challenges and opportunities in housing, health care and utilities.
Investment Update – Financials
A shift in consumer and business trends are impacting the financial sector in unique ways. What companies might benefit? Take a look.
Overview on key market moving issues
With earnings season underway, we offer our insights on key issues influencing the markets like the resurging global economy, the lingering effects of COVID-19 and the U.S. elections.
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.
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.
Market views heading into September
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.
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?
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.
Ivy Insights - Open for business
While COVID-19 cases tick up in some states, more businesses are opening and data is showing signs the economy is coming off the bottom.
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.