Insights & Outlook

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.

Market Perspectives / 12.17.19

2020 global outlook — Poised for a rebound?

Heading into 2020, global growth has slowed considerably. Trade continues to be a major headwind to the expansion, however, economic fundamentals – low unemployment, rising wages and sustained consumer confidence – are healthy. Meanwhile, the longest-running bull market in history now is also the best performing. What does it all mean?

Market Perspectives / 12.04.19

Long-term investors should look 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.

Market Perspectives / 11.21.19

Ivy CIO Insights: Global tech and U.S.-China trade war

China’s aggressive tech ambitions and the ongoing trade war present challenges, but may create opportunities for long-term investors. Our team discussed navigating the current global technology environment amid the uncertainty.

Market Perspectives / 11.11.19

Emerging markets: A re-emerging opportunity

Many investors have been reluctant to invest in emerging market equities because of concerns about volatility. We believe the fundamentals argue in favor of a strategic allocation.

Market Perspectives / 10.04.19

Q4 Outlook:
Global economy staggers toward year end

Volatility has been the story of 2019. While we believe market headwinds will keeping global economic growth relatively weak for the rest of the year, signs of stabilization could appear in the next few months.

Market Perspectives / 10.02.19

CIO Insights: Staying focused on high-quality business models

The Business Roundtable recently updated its view on the “Purpose of a Corporation” and the reactions were immediate. Is it the end of capitalism? Just lip service to support entrenched management teams? Our team analyzed the potential impact on business, industry analysis and corporate governance.

Portfolio Perspectives / 09.24.19

Big innovators among small companies

Ivy Small Cap Growth Fund

While the small-cap category recently has underperformed, we believe our process for identifying innovators among the universe of small-cap companies, particularly in the information technology and health care sectors, can create long-term investment opportunities.

Market Perspectives / 08.05.19

Fed cuts rates; where do we go from here?

The Fed announced a much-anticipated one-quarter-percentage-point cut to the federal funds rate. Following the decision, Fed Chairman Powell's press conference commentary was perceived as unexpectedly hawkish. While the market had a 'buy the rumor, sell the news’ reaction, but we believe underlying fundamentals should support continued growth during the rest of 2019.