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Ivy Live / 11.14.18
Consumption disruption in 2019?
The U.S. consumer is alive and well, and has been a significant contributor to domestic economic growth in 2018. Because consumer confidence and robust spending go hand in hand, what’s the outlook for 2019?
Watch the November Ivy Live replay for our take.
Portfolio Perspectives / 11.13.18
Drilling into potential of Oil Services, E&P companies
We think the oil market still is early in the recovery stage with solid supply-demand fundamentals. In analyzing potential opportunities, we think several factors may affect two key industry segments.
Market Perspectives / 11.08.18
Investor optimism versus tariff fears -- A domestic view
Despite the constant talk of tariffs and recent market volatility, we believe U.S. investors have plenty of reasons to stay optimistic. Get Ivy's view.
Webcasts / 10.05.18
The Psychology of Money
Did you know there is an emotional reaction within the financial decision-making process? Uncover the meaning of money and its impact on behavior and decision making.
Attracting assets in motion
Over the next few decades, client assets currently held by Traditionalists and Baby Boomers will be controlled by Generation Xers and Millennials, reshaping the traditional financial advisor model. Discover how you can plan for each generation.
Why advisors need to understand each generation
Navigating generational differences can be tricky, whether you’re speaking to a younger client or chatting with a long-time client that might be your parents’ age. Knowing each generation can lead to a growing and stable practice.
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.
August Highlights: Political Mayhem and the Markets
Watch the Ivy team's outlook on the current geopolitical environment and why it matters for today's investors.
Ivy Investment Management Company View Full Bio
Derek Hamilton joined the Ivy 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).
Jonas Krumplys, CFA Portfolio Manager
Ivy Investment Management Company View Full Bio
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 Ivy 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 Ivy and Waddell & Reed Advisors 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 of Kansas City.
Chief Political Strategist
Horizon Investments View Full Bio
Greg Valliere is a regular columnist for Barron's magazine and is a veteran commentator on Washington developments and how they affect investors. He also is the Chief Global Strategist for Horizon Investments.
Greg has been following Washington policies for the past 40 years. He has been affiliated with many investment companies, including Charles Schwab, Inc,. where he was the Research Director for several years at the Charles Schwab Washington Research Group.
He specializes in nonpartisan coverage of budget and tax issues, federal regulations, monetary policy and -- of course -- politics.
Greg is a regular guest on CNBC, CNN, Fox Business TV, Bloomberg radio and TV and CBS radio. He also is quoted frequently in the nation's press, including the Wall Street Journal.
Greg has a Series 7 license and is a member of several professional associations, including the Conference of Business Economists. A graduate of George Washington University, Greg and his wife Mary live in downtown Washington, D.C., at the Watergate.