Ivy Investments has a highly resourced, active asset management team directly focused on long-term, bottom-up, fundamental research. We believe this ongoing research is the key to finding companies with sustainable, durable business models that can deliver quality growth and profitability over the long-term for shareholders. Here you’ll find the latest insights from our CIO and discussions with portfolio managers, analysts and economists.

CIO Insights / 07.17.2020

2020 Midyear Outlook – Dog Years of Investing

The COVID-19 pandemic has caused one of the most rapid and dramatic economic downturns in history. It seems an entire market cycle has been compressed into a few months. At the 2020 midpoint, we assess the evolving investment landscape and the likely path forward.

CIO INSIGHTS / 06.05.2020

Ivy Insights – Employment Surprise

The recent employment surprise, along with more re-openings, has many investors optimistic for a “V” shaped recovery.

CIO INSIGHTS / 05.18.2020

Ivy Insights – Notable “haves and have nots”

U.S. equities have performed well since March’s lows, but pockets of activity are creating notable cases of “haves and have nots”

CIO INSIGHTS /05.11.2020

Ivy Insights – Earnings season wrapping up – what’s next?

Earnings season is near an end, unemployment reached staggering levels and some states are beginning to reopen. Are markets coming off a bottom?

CIO INSIGHTS / 05.04.2020

Ivy Insights – Central Bank Policy and Market Viewpoint

U.S. equities have rallied from their March 23 lows as a result of record stimulus. It was the best-performing April since 1938. Where do the markets go from here?

CIO INSIGHTS / 04.27.2020

Ivy Insights – Earnings season overview

With earnings season underway, we see a bifurcation emerging in the financial markets, which could present opportunities for active managers. We also discuss the phased re-opening plans among U.S. states.

CIO INSIGHTS / 04.06.2020

Ivy Market Insights – First Quarter 2020 review

The first quarter of 2020 was eventful to say the least. Dan Hanson, CIO, provides a market recap and view moving forward.

CIO INSIGHTS / 04.04.2020

Ivy Roundtable Discussion

Dan Hanson, CFA, Chief Investment Officer, recently sat down with key members of the Ivy Investments team to discuss the economic and market implications of the COVID-19 outbreak.

CIO INSIGHTS / 03.30.2020

Ivy Economic Insights

On the policy front, central banks and governments globally are aligned to help cushion the economic fallout from the outbreak, but the ultimate impact remains uncertain.

CIO INSIGHTS / 03.22.2020

Epidemiology of the markets

The spread of COVID-19 appears to have the global economy on the verge of recession. What’s next? We discuss the economic and market implications of the outbreak with Derek Hamilton, Ivy Investments global economist.

CIO INSIGHTS / 03.16.2020

Dan Hanson, CIO

Despite the increased market volatility, we believe we have a strong fundamental perspective based on our research. During this time, there are four pillars we’re focusing on.

CIO INSIGHTS / 03.11.2020

Coronavirus – Market impact and macro view

Fears the coronavirus could quickly evolve into a global pandemic have wreaked havoc on the capital markets. We believe elevated uncertainties will keep market conditions wildly volatile in the near term, but the virus’ disruptive affect could be temporary.

IVY LIVE / 03.05.2020

Coronavirus and its ripple effect

Elevated uncertainties over the COVID-19 outbreak and its economic implications have wreaked havoc on the capital markets. On this special edition of Ivy Live, we discussed current market conditions and how long we might be in this wildly volatile environment.

MARKET & ECONOMIC INSIGHTS / 03.02.2020

The economic impact of the coronavirus

Fears the coronavirus could quickly evolve into a global pandemic have wreaked havoc on the capital markets. We believe elevated uncertainties will keep market conditions wildly volatile in the near term, but the virus’ disruptive affect could be temporary.


The impact of COVID-19, and other infectious illness outbreaks that may arise in the future, could adversely affect the economies of many nations or the entire global economy, individual issuers and capital markets in ways that cannot necessarily be foreseen. In addition, the impact of infectious illnesses in emerging market countries may be greater due to generally less established healthcare systems. Public health crises caused by the COVID-19 outbreak may exacerbate other pre-existing political, social and economic risks in certain countries or globally. The duration of the COVID-19 outbreak and its effects cannot be determined with certainty.