Ivy Live offers key insights from the Ivy Investments team on trends impacting the capital markets and the global economy.

Ivy Live | May 18, 2017

Have stocks outside the U.S. gained “too much, too soon”?

Markets outside the U.S. – especially in emerging markets – have recorded gains that exceed U.S. equities, even with the run-up since President Donald Trump’s election. Is there still opportunity to be found outside the U.S.? What impact should investors expect from:

  • global growth becoming more synchronized
  • earnings growth accelerating
  • rising valuations
  • Ivy Speakers:

    John C. Maxwell, CFA
    Portfolio Manager
    Ivy Investment Management Co.
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    Catherine Murray
    Portfolio Manager
    Ivy Investment Management Co.
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    Jonas M. Krumplys, CFA
    Portfolio Manager
    Ivy Investment Management Co.
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    Aditya Kapoor, CFA
    Portfolio Manager
    Ivy Investment Management Co.
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