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Market Perspectives/ 06.17.20
Market Liquidity and the Fed
The Fed has taken unprecedented steps to inject liquidity into the market in response to COVID-19. This action has provided some stability in fixed income, but uncertainty still remains. Several Ivy portfolio managers share their views on navigating the rapidly evolving fixed income landscape.
Market Perspectives/ 06.02.20
Active managment – Going beyond the index
The debate over the merits of active and passive investing has been going on for some time. Ivy believes investors can derive the most long-term benefit through exposure to well-researched actively managed funds.
Market Perspectives/ 05.08.20
Looking 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 / 06.05.20
Beyond the Crisis – Opportunities to Grow Your Business
Don’t let the current crisis prevent you from growing your business.
Raising financially smart kids
Passing on life lessons from generation to generation is important, especially when it comes to topics like money. Discover strategies to raising financially smart kids.
Three plans every Gen Xer needs to consider before they turn 50
Xers - hitting the big 5-0 is a big milestone. Uncover the three essential plans you may want to consider to protect your family and yourself.
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.
Elevated uncertainties over the coronavirus outbreak and its economic implications have wreaked havoc on the capital markets. On Ivy Live, we discussed current market conditions and how long we might be in this wildly volatile environment.
Dan Hanson, CFA
Chief Investment Officer View Full Bio
Dan Hanson is Chief Investment Officer of Waddell & Reed Financial, Inc. and the company’s asset manager, Ivy Investment Management Company. He is responsible for leading the company’s investment management division.
Mr. Hanson joined the company in June 2019 and has more than 25 years of investment and leadership experience. Prior to joining the company, he served as Portfolio Manager and Managing Director, Office of the CIO with BlackRock from 2003 to 2013, as Partner, Head of U.S. Equities and Co-Chair of the Investment Strategy Committee for Jarislowsky Fraser Global Investment Management from 2013 to 2018 and most recently as Head of Impact Investing for JANA Partners LLC.
Mr. Hanson earned his Bachelor’s degree in Economics and French from Middlebury College, and earned an MBA, Accounting and Analytic Finance, from The University of Chicago. He is a CFA charterholder and is a member of the CFA Institute.
Derek Hamilton Global Economist View Full Bio
Derek Hamilton joined the 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).
Jeff Surles, CFA
Portfolio Manager View Full Bio
Jeffery Surles is co-portfolio manager of Ivy Asset Strategy Fund, Ivy VIP Asset Strategy, Ivy VIP Pathfinder Portfolios and InvestEd Portfolios since 2018. He is a member of the portfolio management team of Ivy Wilshire Global Allocation Fund, sub-advised by Wilshire Associates, Inc., since 2018. He was portfolio manager of the former Ivy Global Income Allocation Fund from 2012 to 2018.
Mr. Surles joined the organization in 2007 as a fixed income investment analyst. He was appointed assistant vice president in 2012 and vice president in 2014. He was appointed senior vice president in 2018.
Prior to joining the firm, Mr. Surles was a portfolio manager from 2003 to 2005, and an investment analyst from 2001 to 2003, for Surles Development Corp. In the fall of 2000 he was a sales analyst for Enterprise Development Services, Inc.
Mr. Surles graduated from Vanderbilt University in 2000 with a BS in Organizational Development. He earned an MBA with an emphasis in Finance from the University of Wisconsin in 2007. While attending the University of Wisconsin, he was actively involved in the Applied Security Analysis Program and completed an internship at Provident Trust Company in 2006.
Mr. Surles is a CFA charterholder.
Elizabeth Jones, MD, CFA Healthcare Investment Analyst View Full Bio
Elizabeth Jones joined the organization in 2018 as assistant vice president and equity investment analyst. Her research responsibilities are concentrated in health care (health care equipment and supplies, life sciences tools and services, non-U.S. pharmaceuticals). Prior to joining the firm, Dr. Jones was affiliated with Kornitzer Capital Management (KCM) beginning in 2003, where she held positions as a health care equity analyst and equity portfolio manager. Before KCM, she was a health care equity analyst for Bank of America Capital Management. From 1992 to 1996, Dr. Jones was a practicing MD working at the University of Chicago Hospitals and Clinics as an Internal Medicine and Pediatric resident. She served at the Phoenix Indian Medical Center, United States Public Health Service in Phoenix, Arizona from 1996 to 2000. Dr. Jones received a BS in Psychology from Georgetown University, an MD from Vanderbilt School of Medicine, and an MBA, with a specialization in financial management and markets, from Arizona State University. She is a CFA charterholder.