Active allocation: A world of ideas
Our Ivy Live panelists discuss the evolving investment landscape, including the recent U.S.-China trade escalation, and ideas to help guide allocation decisions.
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.
Trade talks between the U.S. and China have stalled. Ivy believes a near-term deal is still in the cards, but a prolonged stalemate heightens the possibility of recession.
The global economy was sluggish through the first quarter of 2019. Get Ivy's view on key issues that have slowed growth and the possibility of a rebound later in the year.
Despite a volatile 2018, the Ivy International Core Equity Fund team believes pockets of opportunity exists, you just have to know where to look in an evolving international investment landscape.
The Ivy Emerging Markets Equity Fund managers say the main headwinds for emerging markets in 2019 are idiosyncratic risks that affect relatively few countries. They think several key factors create a brighter outlook in 2019.
Companies in the U.S. that turn junked cars and beer cans into fresh aluminum are seeing a business boom thanks to the trade fight between the U.S. and China, reports the Wall Street Journal.
China was under tremendous pressure during the past year from fears of a slowing economy and the impact of the U.S. trade dispute. Global Economist Derek Hamilton traveled widely through China to understand the current situation, and analyzes the challenges and potential policy responses.
Based on market indicators, it appears the pace of global economic growth has peaked. With numerous factors creating headwinds in a moderate growth environment, what might be in store for 2019? Ivy Investments shares our views of the economic and investment landscape in our 2019 Global Market Outlook.