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.

Portfolio Perspectives / 05.24.18

What's in a rating?

Ivy Municipal High Income Fund

Bond quality ratings continue to be a point of focus in the municipal bond market. But should they be?

Portfolio Perspectives / 04.30.18

Leverage plays a key role in driving performance across the mid-cap growth universe

Ivy Mid Cap Growth Fund

The extended period of low interest rates often meant companies could gain an advantage by refinancing balance-sheet debt at low cost. As a result, leverage became an important variable in driving the performance of stocks across the mid-cap growth universe. What are the implications and potential opportunities for Ivy Mid Cap Growth Fund now that interest rates are rising?

Morning Meeting Insights / 04.19.18

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 / 04.12.18

Investable Theme: 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 / 04.12.18

Q2 Outlook:
Turbulence, trade fears in focus as we look ahead

The Ivy Investments team discusses whether market turbulence and trade tensions could stunt the economic cycle.

Portfolio Perspectives / 02.28.18

Emerging markets still deserve attention

Ivy Emerging Markets Equity Fund

We believe corporate revenue and earnings growth is likely to continue in most key emerging market sectors in 2018 and provide ongoing investment potential.

Portfolio Perspectives / 02.23.18

Adjusting key themes for 2018

Ivy International Core Equity Fund

A recap of 2017 -- what worked and what didn't -- and outlook ahead. Despite uncertainties in the market, we believe our flexible investment approach, incorporating growth and value-oriented securities across the market capitalization spectrum, can drive shareholder value over time.

Morning Meeting Insights / 01.26.18

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.

Market Perspectives / 01.19.18

U.S. dollar faces another challenging year

The U.S. dollar had a rough year in 2017, falling in value against every currency from the “Group of Ten” industrialized countries. What’s the potential for 2018?

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?

Portfolio Perspectives / 01.17.18

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.

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.