n a world faced with a viral threat, it has become challenging to make investment decisions with little visibility into the future. Take a look at what we believe investors should consider when thinking: Why emerging markets?
The global economy stands at the dawn of a new business cycle. We outline what it could mean for investors.
While we continue to emphasize a snapback in the services sector as the driving force in our above-consensus U.S. GDP growth estimate of 7.1% in 2021, we can’t overlook what’s going on in the manufacturing sector.
Discover how Five Wishes can strengthen client relationships.
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.
The COVID-19 pandemic and its global impact continue to disrupt the capital markets. Check back for Ivy Investments latest views on the rapidly changing environment.
Market trends show long-term investors generally have been rewarded over time. However, periods of extreme volatility can challenge even the most seasoned investors. Ivy believes having a perspective of the markets and the factors affecting them can be helpful in assessing current opportunities.
Read moreThe mid-cap universe is currently being led by growth companies. The recent rally in the space appears to be driven by the safest companies, those that are either not closely linked to the economic cycle or those that have benefitted from the pandemic-induced work from home mandate.
From COVID-19 resurgence to conflict with China, events across the globe are impacting portfolio allocation. Take a closer look.
As COVID-19 cases surge in some states, we believe U.S. GDP growth is likely to show signs of improvement in the second half of 2020.
In the current disruptive environment, we work hard to avoid overreacting to near-term trends. Our philosophy is designed to mitigate risks by owning durable business models that can deliver sustainable growth over a longer investment horizon.
In spite of the uncertainty, we are comfortable staying balanced in our approach to industrials. Find out how we are viewing the sector overall, as well as the various subsectors within the universe.
Despite ongoing market uncertainty, we continue to find small-cap opportunities across the growth/value style spectrum.
Ivy Balanced Fund adheres to a quality bias with its blended portfolio to provide the potential for a risk and reward equilibrium, which can offer opportunities during periods of high market volatility.
With consumer spending pressures on the rise, we review opportunities on among restaurants, cruise lines and casinos.
High-yield has bounced back since late-March, while the Fed has stepped up buying corporate credit. Find out how the Ivy High Income Fund is navigating the changing landscape.
While COVID-19 cases tick up in some states, more businesses are opening and data is showing signs the economy is coming off the bottom.
The COVID-19 pandemic has created a wide-range of market outcomes. Take a look how the Fund is positioned in a volatile investment landscape.
A closer look at the realities of developing a COVID-19 vaccine in the modern age.
The small-cap space has seen a significant rally since hitting bottom in late March. The Ivy Small Cap Growth Fund team provides their thoughts on opportunities going forward.
The recent employment surprise, along with more re-openings, has many investors optimistic for a “V” shaped recovery.
The markets witnessed a sharp drawdown and then dramatic rebound. The Ivy Asset Strategy Fund team provides their thoughts on allocation and areas of opportunity.
Energy prices, interest rates and the COVID-19 pandemic have impacted portfolio allocations. Take a closer look.
U.S. equities have performed well since March’s lows, but pockets of activity are creating notable cases of “haves and have nots”
The recent rally in the mid-cap space is supported by the fundamentals. We believe companies with strong fundamentals and resilient end markets are being rewarded in the current environment.
Earnings season is near an end, unemployment reached staggering levels and some states are beginning to reopen. Are markets coming off a bottom?
Companies comprising the large-cap growth universe have treated investors well not just during the recent volatile period but also over the past year and decade.
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?
The COVID-19 pandemic has forced people to change many of their typical routines. How are these behavioral changes translating to what we seeing in the markets or our own business practices?
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.
Pictet Asset Management doesn’t expect a quick economic recovery. Take a look at their recent views on the economic environment and subsequent Fund positioning.
The global impact of COVID-19 remains a moving target. And with the retail, transportation and hospitality sectors employing more than 25% of the U.S.’s total private workforce, the consequences on the domestic economy are uncertain. The Ivy investment team provides insight regarding the investment implications in the U.S. consumer sector.
Nearly half of the country is scheduled to start to reopen in early May. We discuss the reemergence of business activity and its economic impact, as well as the possibility of manufacturing being brought back to the U.S.
Industrial companies are among the hardest hit by this market downturn. We discuss the current state of planes, trains and automobiles.
We believe many technology companies have a favorable risk-reward profile and may rebound from secular tailwinds when the macro picture begins to improve.
Stay-at-home orders offering unique opportunities for software companies during COVID-19 pandemic.
Market drawdowns can create dislocations between valuations in the equity market. This can offer potential opportunities for value investors.
The framework of factor analysis is an input to decision making and portfolio balances. By creating balanced portfolios, we're able to manage overall risk exposures.
Big picture, we're seeing more rationality in the last week and liquidity returning to the markets, which is presenting opportunities to capitalize on.
Given the backdrop of recent economic data, we see downside risks to our second quarter 2020 forecast.
The first quarter of 2020 was eventful to say the least. Dan Hanson, CIO, provides a market recap and view moving forward.
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.
Read moreAre there opportunities in apparel and luxury goods during this market downturn? We believe so.
The COVID-19 pandemic is impacting retail in many unique ways. What does the future of retail hold?
The world is drowning in oil. How did we get here and where are we headed?
As the medical response to the COVID-19 outbreak continues to progress, we believe opportunities within the health care sector could emerge over the long term.
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.
The coronavirus has impacted the credit markets in a unique way. Take a look at Pictet Asset Management’s recent views on the economic environment and subsequent Fund positioning.
Despite the volatility, the consistency in the way the Fund has been managed over a long period of time, how we invest and the innovation-led strategy – we will continue to do these things.
Amidst elevated market uncertainty, we continue to find potential opportunities within the small-cap universe, particularly in the information technology and health care sectors.
While the current volatile environment has been hard on small-caps, we continue to rely on our fundamental research to identify opportunities.
The widespread selloff of risk assets has impacted the high yield space, but history indicates these types of environments present attractive opportunities.
The coronavirus situation is evolving rapidly and within the last week we have significantly lowered our economic forecast.
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.
Read moreThe coronavirus has impacted international markets in a unique way. Take a look at our international investment team’s take.
As the financial markets continue a run of volatility in response to the global coronavirus (COVID-19) pandemic, I wanted to update you on our preparation and ongoing agility amid change.
Emerging markets have faced two black swan events – COVID-19 outbreak and the oil war that was initiated by a conflict between Saudi Arabia and Russia. Where do markets go from here?
We entered this environment with a more balanced approach to risk, not wanting individual factors like momentum, beta, value, etc. to drive portfolio positioning and overwhelm our fundamental research.
Correlations across asset classes are rising, and there’s an increased need for liquidity. Learn more about our approach in today’s volatile market environment.
While the market impact of the COVID-19 outbreak is stunning and surreal at the same time, we understand our role and will continue to seek competitive total returns, income and be focused on preserving assets.
We continue to believe the coronavirus outbreak may be a transitory event that will allow us to invest in companies at more attractive valuations.
The depth and duration of the coronavirus outbreak impact has led us to reevaluate our global growth forecasts.
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.
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.
Read moreElevated 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.
Read moreFears 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.
Read moreThe 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.
