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.
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Does robust earnings growth mean we are out of the woods? Maybe initially, but what potential opportunities are on the horizon for quality growth companies and dividend payers? Get our perspective on today’s mid-cap space.
Get our outlook on the US recovery and the Federal Reserve’s new framework, including its impact on inflation, interest rates and growth.
The recent resurgence in value has been a sharp contrast to growth’s market leadership in calendar 2020. However, many growth companies have continued to report record earnings, and growth stocks may retake their lead later this year. What does this mean for investors?