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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?
Ivy Live/ 12.11.19
2020: The Ivy Global Outlook
The global economy could be poised for a rebound in 2020, with the cadence of growth improving as the year progresses.
Our panelists recently discussed contributing factors and market conditions in 2020.
Market Perspectives/ 12.4.19
Long-term investors should look beyond stock market volatility
Market volatility can be unsettling, but history shows that prices have returned to less volatile patterns over time. That can be good news for long-term investors.
Webcasts / 01.10.20
Experience Your Best Self Through Mindful Living
Discover how to combine mindfulness, food and movement to maximize your performance.
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.
CES 2020: 4,500 companies, global innovation
A new wave of technology will be front-and-center in January at the annual CES conference. The Internet of Things, 5G, artificial intelligence, digital health, and virtual reality will be key topics. While some of these trends have been boosting tech for years, others are just starting. Our tech experts will discuss their takeaways from meeting with some of the world’s top companies.
Zack Shafran is co-portfolio manager of Ivy Science and Technology Fund and Ivy VIP Science and Technology. He has been portfolio manager of the Science and Technology funds since 2001. He assumed co-portfolio manager responsibilities for the funds in 2016.
Mr. Shafran joined the organization in 1990 as an equity investment analyst. He was appointed assistant vice president in 1993 and vice president in 1996. He was appointed senior vice president in 2000. He was portfolio manager of Ivy VIP Small Cap Growth from 1996 to 1999. He was portfolio manager of the former Waddell & Reed Advisors New Concepts Fund from 1999 to 2001, and of Ivy Mid Cap Growth Fund from 2000 to 2001. He served as Global Director of Equity and Fixed Income Research from 2010 to 2016.
Mr. Shafran graduated from the University of Missouri-Kansas City (UMKC) in 1988 with a Bachelors in Business Administration. He earned an MBA from UMKC in 1992. He was previously affiliated with Piper, Jaffray & Hopwood as an investment executive from 1988 to 1990.
Mr. Shafran is a member of the CFA Institute and the CFA Society Kansas City.
Brad Warden, CFA
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Brad Warden is co-portfolio manager of Ivy Science and Technology Fund and Ivy VIP Science and Technology. He had been assistant portfolio manager of the Science and Technology funds since 2014. He was named co-portfolio manager of the funds in 2016.
Mr. Warden joined the organization in 2003 as an equity investment analyst. He was appointed assistant vice president in 2010 and vice president in 2015. He was appointed senior vice president in 2018. During his tenure as an analyst, he covered health care services, software, hardware, IT services, semiconductor, and semiconductor capital equipment industries.
Prior to joining the firm, Mr. Warden was an equity analyst intern for AIM Management Group, Inc. during summer 2002. From 1997 through 2001 he held defined benefit plan consulting roles, including project manager and unit manager, at AON Hewitt (formerly Hewitt Associates LLC).
Mr. Warden graduated from Trinity University, San Antonio, Texas in 1997 with a BS in Business Administration. He earned an MBA with an emphasis in Finance from the University of Texas at Austin, McCombs School of Business in 2003. During his time at the University of Texas, he was a portfolio manager for the MBA Investment Fund.
Mr. Warden is a CFA charterholder. He is a member of the CFA Institute and the CFA Society Kansas City.
Charles John, CFA
Assistant Portfolio Manager
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Charles John was named assistant portfolio manager of Ivy Global Growth Fund and Ivy VIP Global Growth in 2019.
Mr. John joined the organization in 2017 as assistant vice president and equity investment analyst. His research responsibilities are concentrated in information technology (communications equipment, electronic equipment, instruments and components, semiconductors and semiconductor equipment).
Prior to joining the firm, Mr. John was co-portfolio manager of a global fund and senior investment analyst with Scout Investments in Kansas City, MO.
Mr. John earned a Bachelor of Engineering in Mechanical Engineering from the Bangalore Institute of Technology (B.I.T.) India, graduating with Honors in 1998. He earned an MBA, with an emphasis in Finance, from the University of Missouri-Kansas City in 2003.
Mr. John is a CFA charterholder. He is a member of the CFA Institute and the CFA Society Kansas City. Mr. John is a Board Member at the Chinese School of Greater Kansas City and he is actively involved as a Life Coach with Cornerstones of Care in its foster care program since 2013.
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.