From #FOMO to #JOMO
For many, social media can present envy-induced anxiety often referred to as FOMO (Fear of Missing Out). Discover why some are opting out of jam-packed weekends for a quieter experience or JOMO (Joy of Missing Out).
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.
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.
For most of calendar year 2016, the market favored equity strategies focused on high-dividend yields. However, the market changed direction after the U.S. election, when investors re-embraced risk and adopted a more pro-growth, pro-cyclical investment stance.
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.
We think there are five key ideas to keep in mind as we enter 2017.
The Federal Reserve announced a much-anticipated increase to the federal funds interest rate. What could this mean for you?
Zachary Shafran and Bradley Warden, portfolio managers of Ivy Science and Technology Fund, believe technological advancements in health care are creating investment opportunities.
It's not unusual for a new year to bring changes. But 2017 may be particularly noteworthy.
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.
Numerous studies have validated that older populations tend to gravitate towards dividend-paying equities. However, the majority of research has left one question unanswered. Would a quickly growing older population have any effect on the returns of higher dividend-paying equities? The answer draws serious investment implications.
Co-Portfolio Manager Zachary Shafran discusses how innovative technology creates investment opportunities and challenges.
We review the potential impact that President-elect Donald Trump and his administration may have on the economy, interest rates, the stock market and more.
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.
Markets expect interest rates to rise, leaving many income-seeking investors with difficult decisions. The Ivy Apollo funds, which just passed their one-year anniversary, offer potential solutions.
Election outcomes historically have caused short-term market volatility and we have identified a few key takeaways from this year’s results that may have market implications.
Major global central banks face increasing evidence that their policies no longer are working as they had hoped -- and markets are watching.
We believe global economic growth will improve in 2017 and may reach levels not seen since 2012-14.
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.
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.
Changes are being made to the way money market funds are governed. This article is designed to explain the changes coming to the Ivy and Waddell & Reed Advisors money market funds.
Even as equity markets reach new highs, there can be more reason than ever to consider the municipal bond market for your portfolio.
Brazil recently resolved a long-running national trauma by impeaching its president and confirming her replacement. The action opens the door for new efforts to revive the country’s economy.