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.
Product Insights
A comprehensive library of analysis from Ivy’s product management teams by asset class strategy to assist you and your clients in making informed investment decisions.
Ivy International Core Equity Fund – Investment Update
Ivy International Core Equity Fund
Ivy Asset Strategy Fund – Investment Update
From the upcoming U.S. election to COVID-19 continuation, events are impacting markets across the globe. Take a look how the Fund is allocated.
Ivy Value Fund
Value stocks and small caps tend to outperform when the U.S. economy exits a recession. So far that’s been true for small caps in 2020 but not for value. Is the rally different this time around?
Ivy Securian Core Bond Fund – Investment update
With a bias toward investment-grade securities, we believe we are positioned for opportunities in the second half of 2020 despite ongoing market uncertainty.
Ivy Large Cap Growth Fund - Investment Update
In the current disruptive environment, we work hard to avoid overreacting to near-term trends. Our philosophy is designed to mitigate risks by owning durable business models that can deliver sustainable growth over a longer investment horizon.
Ivy Science & Technology Fund
Big Tech continues to drive markets, but is there uncertainty on the horizon as COVID-19 persists and political leaders scrutinize tech’s leaders? The Ivy Science and Technology Fund portfolio managers give their views.
Ivy Mid Cap Growth Fund and Ivy Mid Cap Income Opportunities Fund - Investment Update
The mid-cap universe is currently being led by growth companies. The recent rally in the space appears to be driven by the safest companies, those that are either not closely linked to the economic cycle or those that have benefitted from the pandemic-induced work from home mandate.
Ivy Emerging Markets Equity Fund – Investment Update
From COVID-19 resurgence to conflict with China, events across the globe are impacting portfolio allocation. Take a closer look.
Ivy Small Cap Core Fund – Investment Update
Despite ongoing market uncertainty, we continue to find small-cap opportunities across the growth/value style spectrum.
Ivy Balanced Fund – Investment Update
Ivy Balanced Fund adheres to a quality bias with its blended portfolio to provide the potential for a risk and reward equilibrium, which can offer opportunities during periods of high market volatility.
An active, diversified approach for current income, capital appreciation
Our active approach and dual mandate of income growth and capital appreciation may help fill the income gap created by record low interest rates and the monetary needs of an aging population.
Ivy High Income Fund - Investment Update
High-yield has bounced back since late-March, while the Fed has stepped up buying corporate credit. Find out how the Ivy High Income Fund is navigating the changing landscape.
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.
Ivy International Core Equity Fund
The COVID-19 pandemic has created a wide-range of market outcomes. Take a look how the Fund is positioned in a volatile investment landscape.
Ivy Small Cap Growth Fund – Investment Update
The small-cap space has seen a significant rally since hitting bottom in late March. The Ivy Small Cap Growth Fund team provides their thoughts on opportunities going forward.
Ivy Asset Strategy Fund
The markets witnessed a sharp drawdown and then dramatic rebound. The Ivy Asset Strategy Fund team provides their thoughts on allocation and areas of opportunity.
Ivy Emerging Markets Equity Fund
Energy prices, interest rates and the COVID-19 pandemic have impacted portfolio allocations. Take a closer look.
Ivy Mid Cap Growth Fund and Ivy Mid Cap Income Opportunities Fund - Investment Update
The recently rally in the mid-cap space is supported by the fundamentals. We believe companies with strong fundamentals and resilient end markets are being rewarded in the current environment.
Ivy Large Cap Growth Fund - Investment Update
In the current disruptive environment, we work hard to avoid overreacting to near-term trends. Our philosophy is designed to mitigate risks by owning durable business models that can deliver sustainable growth over a longer investment horizon.
Ivy Accumulative Fund – Investment Update
The COVID-19 pandemic has forced people to change many of their typical routines. How are these behavioral changes translating to what we seeing in the markets or our own business practices?
Focused on long-term business models
When the market is focused on the short term, we try to take the opposite approach. We look for opportunities to re-position the portfolio into companies where we have high conviction, those names we believe have the long-term ability to withstand market disruptions.
Ivy Pictet Targeted Return Bond Fund
Pictet Asset Management doesn’t expect a quick economic recovery. Take a look at their recent views on the economic environment and subsequent Fund positioning.
Ivy Value Fund
Market drawdowns can create dislocations between valuations in the equity market. This can offer potential opportunities for value investors.
Ivy Securian Core Bond Fund
Big picture, we're seeing more rationality in the last week and liquidity returning to the markets, which is presenting opportunities to capitalize on.
Ivy Sector Insights – Energy
The world is drowning in oil. How did we get here and where are we headed?