Earnings season reimagined
Corporate earnings results, tariffs, interest rates and oil prices were just some of the topics discussed on the latest Ivy Live broadcast. Watch the replay to hear our views.
CEO/CIO Phil Sanders says optimism about tax reform is boosting several stock sectors and has
Sanders is joined in the December Market Update by Gil Scott, Ivy's Global Director of Equity and Fixed Income Research. Scott says rising business confidence has not become “exuberance” which he believes is a positive indicator for stocks going forward. He also discusses issues in three key sectors: industrials, technology and energy.