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.

Morning Meeting Insights / 03.16.17

Investable Theme: Opportunities increasing for small caps tied to U.S. defense spending

Ivy Small Cap Growth Fund
Market Perspectives / 03.15.17

Federal Reserve announces another rate increase

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.

Morning Meeting Insights / 03.15.17

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.

Portfolio Perspectives / 02.28.17

Exploring the potential in emerging markets now

Ivy Emerging Markets Equity Fund

We think several factors are contributing to the potential for emerging market equities to perform well in 2017.

Morning Meeting Insights / 02.17.17

Investable Theme: Rents driving U.S. opportunities

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.

Portfolio Perspectives / 02.15.17

1Q 2017 Outlook: Positioning for a rapidly changing world

Ivy Asset Strategy 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.

Portfolio Perspectives / 01.26.17

An income fund focused on earnings growth

Ivy Mid Cap Income Opportunities Fund

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.

Morning Meeting Insights / 01.23.17

Investable Theme: North American Shale

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.

Portfolio Perspectives / 01.18.17

Five reasons to choose energy in 2017

Ivy Energy Fund

We think there are five key ideas to keep in mind as we enter 2017.

Market Perspectives / 12.14.16

Fed hikes rates, more likely in 2017

The Federal Reserve announced a much-anticipated increase to the federal funds interest rate. What could this mean for you?

Morning Meeting Insights / 12.08.16

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 / 12.07.16

2017 Outlook: Change on the horizon

It's not unusual for a new year to bring changes. But 2017 may be particularly noteworthy.

Portfolio Perspectives / 11.30.16

OPEC puts floor under oil prices

Ivy Energy Fund

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.

Portfolio Perspectives / 11.22.16

We think high dividend-paying equities belong in an investor’s growth portfolio

Ivy Global Equity Income Fund

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.

Portfolio Perspectives / 11.17.16

Novel, new technologies creating investment opportunities

Ivy Science and Technology Fund

Co-Portfolio Manager Zachary Shafran discusses how innovative technology creates investment opportunities and challenges.

Market Perspectives / 11.16.16

ELECTION 2016: Tracking a Trump administration

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.

Portfolio Perspectives / 11.10.16

Seeking income for investors in an unsettled year

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.

Market Perspectives / 11.09.16

ELECTION 2016: Analyzing the market impact

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.

Portfolio Perspectives / 11.02.16

4Q 2016 Outlook: Central banks remain key to market sentiment

Ivy Asset Strategy Fund

Major global central banks face increasing evidence that their policies no longer are working as they had hoped -- and markets are watching.

Market Perspectives / 10.20.16

Global economic growth likely to improve in 2017

We believe global economic growth will improve in 2017 and may reach levels not seen since 2012-14.

Morning Meeting Insights / 10.12.16

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 / 10.07.16

Money Market Reform- what you need to know

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.

Market Perspectives / 10.03.16

What part will municipal bonds play in a changing rate environment?

Even as equity markets reach new highs, there can be more reason than ever to consider the municipal bond market for your portfolio.