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Review regular updates and insight from our investment management team. Market Perspectives cover broader issues, including the global economy, market environment or sector overviews. Portfolio Perspectives offer analysis from a portfolio manager or team on a specific fund.
John Maxwell and Catherine Murray, portfolio managers of Ivy International Core Equity Fund, believe an increase in Chinese internet usage will benefit select companies that have dominant market share or are well positioned for increased usage through their online platforms, payments systems and/or e-commerce services.
Jonas Krumplys, CFA, portfolio manager of Ivy Emerging Markets Equity Fund, believes there is growing demand from emerging market consumers for “new economy” goods and services.
Zachary Shafran and Bradley Warden, portfolio managers of Ivy Science and Technology Fund, believe technological advancements in health care are creating investment opportunities.
Global markets remain strong after growing steadily this year and reaching new highs in U.S. stock indexes. What might investors expect for the remainder of the year?
We believe a selective approach to the energy sector is important now, but do not advocate broad exposure across the industry in the current environment.
The results of the United Kingdom’s (UK) general election are a bit of a shock, as the ruling conservative party led by Prime Minister Theresa May lost its majority, winning only an estimated 318 seats in Parliament, versus a needed majority of 326 seats. The UK pound fell by nearly 2%.
We think there are ample catalysts for ongoing corporate earnings growth, and think economic growth is broadening to more cyclical parts of the economy and outside the U.S.
Strong 2016 performance and a sharp rally in credit spreads have prompted some investors to take a cautious view of high yield bonds. However, we believe this asset class remains attractive as part of a fixed income allocation, particularly as the US Federal Reserve looks to raise interest rates. The key is to approach the asset class thoughtfully.
Emmanual Macron’s presidential election win is likely to make Europe overall more attractive to investors.
We believe global economic growth is set to improve this year, although the risks surrounding political uncertainty could be rising around the world.
David Ginther, CPA, portfolio manager of Ivy Energy Fund, believes that certain shale companies with access to the highest-quality drilling acreage and to the best technology stand to benefit when the price of oil recovers.
In most credit cycles, the market hits a point when credit rating downgrades far exceed upgrades. This ratings migration process can significantly impact the valuations of securities, particularly when credits are downgraded from a rating of investment grade to high yield.
The Ivy Small Cap Growth Fund portfolio management team believes that recent increased spending in the U.S. defense budget is just one of a number of tailwinds helping today’s small-cap companies in the technology and services sector.
The U.S. Federal Reserve's (Fed) policy-making committee increased the benchmark federal funds interest rate to 1.00%, a 0.25-percentage-point increase. This follows an increase in December 2016.
Cynthia Prince-Fox and Chace Brundige, CFA, portfolio managers see a relatively favorable backdrop for U.S. consumers in economic and wage growth, household formations and confidence measures.
We think several factors are contributing to the potential for emerging market equities to perform well in 2017.
The Fund’s portfolio management team believes real estate fundamentals continue to be positive, with economic growth spurring demand, and offer the potential for growth in rent rates.
A changing outlook for global economic growth after the U.S. elections is a key factor in how the Fund is positioned early in 2017.
OPEC has agreed to reduce production by 1.2 million barrels per day (bpd) to a total of 32.5 million, a meaningful reduction in supply.
Co-Portfolio Manager Zachary Shafran discusses how innovative technology creates investment opportunities and challenges.