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.

Insights & Outlook: China

Portfolio Perspectives / 07.11.19

Amid the noise, will tech's run continue?

While trade tension and government investigations may create unknowns, the secular drivers of technology and health care are diverse and growing. We believe we are at a unique crossroads as innovation in science and technology converge at an unprecedented pace, which is creating new investable opportunities.

Portfolio Perspectives / 07.03.19

A defensive tilt in market uncertainty

We have shifted the portfolio slightly more defensive, while maintaining exposure to areas we believe should participate in market upside.

Portfolio Perspectives / 06.12.19

A focus on quality as volatility persists

The risks of a prolonged U.S.-China trade standoff have increased, but we believe long-term fundamentals in emerging markets will offer opportunities.

Market Perspectives / 05.15.19

Trade tumult: What's next for U.S.-China trade?

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.

Market Perspectives / 04.11.19

Q2 Outlook
Global economy is slow out of the gates

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.

Portfolio Perspectives / 02.15.19

Pockets of perceived opportunity

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.

Portfolio Perspectives / 02.11.19

Emerging markets have potential for brighter 2019

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.

Raw Materials & Resources / 01.31.19

Benefitting from scrap

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.

Market Perspectives / 01.31.19

China still seeks growth while navigating new challenges

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.