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.
While we continue to emphasize a snapback in the services sector as the driving force in our above-consensus U.S. GDP growth estimate of 7.1% in 2021, we can’t overlook what’s going on in the manufacturing sector.
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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.
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?
ISM Services PMI hit a record in March. When combined with March’s payroll report, data suggests the service economy is about to boom.
March payrolls beat consensus estimates by 256,000, the largest one month increase since August. High-frequency data suggests gains in April and May could be greater than 1,000,000.
To gauge the effect of vaccinations on COVID-19 and related economic activity, look no further than Israel.
Investors are flocking to equities more than at any time except the dot-com boom. What might that tell us?
U.S. air travel is at a post-pandemic high. Is a summertime recovery on the horizon?
Brent crude oil is up 257% since its April 2020 bottom. Are there still investment opportunities in the energy patch?
We believe manufacturing and increased consumer spending should lead to U.S. GDP growth well above consensus estimates.
Investors commonly see emerging markets as an asset class that requires market timing. That it comes in and out of fashion like turtlenecks and corduroys – just a short-term fad. However, don’t look for reasons this latest investment trend will soon end up in the donation pile.
The reflation trade is alive and well in U.S. markets. While there is plenty of evidence to be seen in equity markets, bond markets are adhering to the theme as well.
While European economies remain challenged with COVID-19-induced lockdowns, we expect the outlook to markedly improve as the vaccination rollout continues.
The U.S. 10-year breakeven rate, the difference between the yield on the benchmark U.S. Treasury note and its inflation-protected counterpart, has recently touched levels not seen since 2014.
With short-term rates getting dangerously close to zero, and possibly negative, does the Fed need to step in to raise a key interest rate?
Money market fund assets grew by 32% from February to May in 2020 and sit at $4.3 trillion today. Is that a bullish sign for equities?
Accumulated savings for the period of February 2020 through November 2020 was up 153% from the same period in 2019.
Personal consumption has nearly made a full recovery from the onset of the 2020 recession. Unprecedented fiscal stimulus is responsible.
We believe pressure on the U.S. dollar may provide a boost for investors in foreign assets.
We believe spending patterns among income groups is telling a strong story for the back half of 2021.
We believe the pandemic will continue to wreak havoc on parts of the economy through the first quarter of 2021. However, our above-consensus 2021 growth estimate may encourage risk taking in equity markets.
Estimates show brick-and-mortar retailers store traffic was down 48% on Black Friday versus last year, while online sales were up 22% year over year. What are category spending patterns telling us about consumers right now?
The United States has been in a deflationary trend for almost 50 years. That may be about to change.
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.
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.
A shift in consumer and business trends are impacting the financial sector in unique ways. What companies might benefit? Take a look.
