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 / 01.19.18

U.S. dollar faces another challenging year

Market Perspectives / 01.18.18

Equity valuations look high – should investors care?

Are high equity valuations a concern now? Or will the current bull market continue to run?

Morning Meeting Insights / 01.16.18

Investable Theme: Aging population base driving demand for dividend income

Robert Nightingale, portfolio manager of Ivy Global Equity Income Fund, believes an aging population base is providing fundamental support for dividend-paying equities.

Morning Meeting Insights / 01.10.18

Innovation driving advancement in health care

Zachary Shafran and Bradley Warden, portfolio managers of Ivy Science and Technology Fund, believe technological advancements in health care are creating investment opportunities.

Market Perspectives / 12.14.17

2018 Global Economic and Market Outlook

The Ivy investment team’s views on the global economic landscape and investment themes for 2018.

Market Perspectives / 12.07.17

Drawing down the Federal Reserve balance sheet - what does it mean?

As the Federal Reserve begins the process for reducing its balance sheet balance, find answers to how this may - or may not - affect you and your investments.

Portfolio Perspectives / 12.07.17

Looking for innovation on a broader scale

Ivy Science and Technology Fund

The technology and healthcare sectors have been standout performers in '17 -- hear our take on those sectors, and where we're finding opportunity in today's market environment.

Portfolio Perspectives / 12.01.17

Oil supply picture clouded by global uncertainties

Ivy Energy Fund

Recent arrests in Saudi Arabia that included members of the royal household are only one aspect of the unpredictable factors facing the oil market in 2018.

Portfolio Perspectives / 11.14.17

A micro view in a macro world

Ivy Advantus Bond Fund

With so much happening daily in the markets and around the world, it’s easy to focus on the big picture. The portfolio managers for the Ivy Advantus Bond Fund tend to look a little closer.

Market Perspectives / 11.08.17

Asset allocation moves in new directions

Many have forecast that stock market returns in the next 10 years will not match those of the last 10 years – or even the last 35 years. Instead, they expect lower returns and higher volatility. Get the views of our investment panel on the factors facing asset allocation now.

Market Perspectives / 11.03.17

A change at the Fed - what could it mean?

President Donald Trump has chosen to appoint a new Federal Reserve Chair. If confirmed, Jerome Powell will assume control of the Fed in February 2018.

Morning Meeting Insights / 11.03.17

Investable Theme: Consumer-led U.S. economy

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.

Market Perspectives / 10.26.17

Fallen Angels in the abyss

IPUO: Fund ratings that go down can tend to eventually go back up. Is there opportunity to be found before they do so?

Morning Meeting Insights / 10.26.17

Investable Theme: North American Shale

David Ginther, CPA, and Michael Wolverton, CFA, portfolio managers of Ivy Energy Fund, believe that companies with access to the highest-quality drilling acreage and best technology stand to benefit as the price of oil recovers.

Portfolio Perspectives / 10.23.17

Will rising rates translate to investor income?

Ivy Apollo Multi-Asset Income Fund

Income investors often pursue only two choices: lower-risk, lower-yield securities that may not provide the desired income over time, or higher-yielding securities with higher risk. But there's another option: A diversified approach with allocations to the entire yield spectrum of traditional, nontraditional and alternative strategies.

Morning Meeting Insights / 10.11.17

Investable Theme: Growing consumer culture

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.

Portfolio Perspectives / 10.02.17

Transferring risk through CRT bonds

Ivy Advantus Bond Fund

IPUO: Different strategies can offer different paths. The Ivy Advantus Bond Fund uses credit risk transfer bonds to help diversify their portfolio.

Portfolio Perspectives / 09.25.17

The story of non-rated bonds

Ivy Municipal High Income Fund

IPUO: The bond world has become more sensitive recently about credit quality. But a non-rated bond isn't the same as a poorly-rated bond. Read on to see why.

Market Perspectives / 09.22.17

Federal Reserve announces plans for balance sheet drawdown

For the second consecutive quarter, the Fed chose not to raise rates. At the same time, it announced plans for being to reduce its balance sheet. The drawdown, set to begin in October, will be passive and gradual.

Portfolio Perspectives / 09.19.17

Oil industry faces short-term hurricane impact

Ivy Energy Fund

While it’s too early to know the full economic and human toll of Hurricane Harvey, we expect a relatively short-term impact on the U.S. energy industry.