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Portfolio Perspective/ 02.12.20
Active approach to navigating the credit market
As the current market expansion continues to mature, the one size fits all attraction of some passively managed fixed income strategies could expose investors to a greater variety of risks than their equity counterparts. We believe in a more nimble approach.
Ivy Live/ 01.23.20
CES 2020: 4,500 companies, global innovation
CES 2020 was the site of groundbreaking technology that may have far-reaching implications for investors and the world economy. Our Ivy Live panelists discussed their most important takeaways about the trends driving the next wave of innovation.
Market Perspectives/ 12.17.19
2020 global outlook — Poised for a rebound?
Heading into 2020, global growth has slowed considerably. Trade continues to be a major headwind to the expansion, however, economic fundamentals – low unemployment, rising wages and sustained consumer confidence – are healthy. Meanwhile, the longest-running bull market in history now is also the best performing. What does it all mean?
Webcasts / 02.07.20
Discover best-practice marketing ideas to increase sales.
A succession plan for the next generation
You’ve spent your career teaching clients the importance of retirement planning and how to protect their assets. But have you considered what will happen to your business when it comes time for you to pass it to the next generation of advisors?
From loyalty to impact and autonomy to experiences discover how each generation defines happiness.
We stand for a legacy of expertise, focused on delivering strong, long-term results. Our name reflects our progressive product offerings and growing global presence as we continue to adapt to the needs of investors.
Ivy Live offers key insights from the Ivy Investments team on trends impacting the capital markets and the global economy.
Ivy’s guide to the 2020 elections
The 2020 elections are upon us and the implications for Wall Street and Main Street are huge. The economy, financial reform and health care are important issues to American voters, regardless of party affiliation. What should we expect? As the 2020 primary season gets underway, our experts discuss this November’s likely candidates, their platforms and what it could all mean for the markets.
Thursday, Feb. 20, 1:00 - 1:50 p.m. CT
1 CE CREDIT OFFERED FOR CFP AND CIMA Replay coming soon
Chief Political Strategist AGF Investments
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Greg Valliere has followed Washington for investors for the past 40 years. Greg specializes in coverage of economic issues, taxes, the Federal Reserve and -- of course -- politics. He has held numerous positions, including Director of Research at the Charles Schwab Washington Research Group. Greg currently is the Chief U.S. Policy Strategist at AGF Investments (AGF), a global asset management firm with headquarters in Toronto, Canada.
Greg is a frequent guest on CNN, Fox Business TV, Bloomberg radio and TV, and CBS Radio News. He is frequently quoted in the Wall Street Journal, Barrons, and the Washington Post.
A graduate of George Washington University, Greg and his wife Mary live in the Watergate in downtown Washington.
Jonas Krumplys, CFA
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Jonas Krumplys is co-portfolio manager of Ivy Emerging Markets Equity Fund. He had been portfolio manager of Ivy Asset Strategy New Opportunities Fund from its inception in 2010 to 2014, when the fund merged into Ivy Emerging Markets Equity Fund with Mr. Krumplys as co-portfolio manager. He served as sole manager of the fund from May 2016 to January 2017.
Mr. Krumplys joined the organization in 2006 as an equity investment analyst after a previous tenure with the firm as an analyst from 1988 to 1991. He was appointed assistant vice president and named assistant portfolio manager of the firm’s Asset Strategy funds in 2008. He was appointed vice president in 2009 and senior vice president in 2015.
Mr. Krumplys began his engineering career at International Harvester in 1981, becoming a consultant with the firm in 1983. His work was focused on plant bio-technology and nutrients. He joined Amoco Oil Company in 1982, holding a variety of technical, operational and finance positions. He entered the investment industry as a research analyst at Waddell & Reed in 1988. He joined Alliance Capital Management in New York in 1991 as an equity analyst and portfolio manager. During his tenure at Alliance he was named a Best of the Buyside Analyst by Institutional Investor. He joined Lincoln Equity Management in Chicago in 1995 as an analyst and portfolio manager for institutional and mutual fund clients investing in large cap growth stocks.
Mr. Krumplys graduated from the University of Illinois at Urbana in 1978 with a BS in Architecture. He completed his final year of architectural studies at Ecole Nationale Superieure d’ Architecture in Versailles, France. His focus was alternative energy usage in architecture. He graduated from the University of Illinois at Chicago with an MS in Chemical Engineering in 1982. He earned an MBA with an emphasis in Finance and Marketing from the University of Chicago, Graduate School of Business in 1986.
Mr. Krumplys is a CFA charterholder. He is a member of the CFA Institute and the CFA Society Kansas City.
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Derek Hamilton joined the organization in 1996 as an economic analyst. He assumed international analyst responsibilities in 2000, specializing in foreign currencies and international economics. He was appointed assistant vice president and international economist in 2007 and appointed vice president and global economist in 2010. He was appointed senior vice president in 2015.
Mr. Hamilton graduated from Rockhurst College in 1996 with a BSBA in Finance/Economics. He earned an MBA in Finance/Management from Rockhurst College in 1999.
Mr. Hamilton is a member of the CFA Institute, the CFA Society of Kansas City and the National Association for Business Economics (NABE).
Brexit, trade wars and geopolitical intrigue dominate the headlines. Yet, U.S. business confidence remains high while stocks continue to...
Past performance is not a guarantee of future results. Remarks on these panels are for informational purposes only and are not meant to predict or project the future performance of any investment product. The opinions are current through the date of each panel, are subject to change at any time based on market and other current conditions, and no forecasts can be guaranteed. The information is not a recommendation to purchase, sell or hold any specific fund or security mentioned or to engage in any investment strategy. Funds or securities discussed may not be suitable for all investors.