Ivy Investments Forum
We recently gathered a number of thought-provoking experts who shared their latest views on an array of critical issues impacting today’s investing landscape. Watch the session replays to get our panelists’ insights.
Audio Insights
Subscribe to Ivy Insights Podcasts
Listen to our range of podcasts with portfolio managers, economists and analysts offering insight on trends impacting the capital markets and specific sectors.
Will FAANG’s leadership bite investors?
In a year noted by rampant market uncertainty and volatility, the leadership among mega-cap technology stocks has been one of the most consistent aspects of 2020. It seems that as the giant tech goes, so goes the market, triggering fears the group is overvalued. We share our thoughts on why we believe pockets of opportunity remain for active investors.
Earnings seasons overview
With earnings season underway, we are likely to see the emergence of winners and losers in the financial markets, which could present opportunities for active managers. We also discuss the anticipated reopening of U.S. business activity and its possible economic impact.