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

Market Perspectives / 12.20.18

2019 Outlook — What’s ahead amid slowing growth

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.

Market Perspectives / 11.30.18

Can Emerging Asia dethrone Silicon Valley?

Emerging Asia is solidifying its place in the global technology landscape where the region has evolved from copycat to pioneer. The Ivy Investments team gives its view on how the future of innovation is gradually shifting to areas of the world previously viewed as a hub for low-cost manufacturing or assembly.

Raw Materials & Resources / 10.04.18

Reconsidering rare earths

The U.S. appears to have shelved its plan to levy tariffs on a critical collection of minerals used in everything from hybrid vehicles to electronic gadgets and military hardware, reports Bloomberg.

Portfolio Perspectives / 09.24.18

Emerging markets still offer sound fundamentals

Emerging markets continue to feel the impact of trade disputes, a strong U.S. dollar, sanctions on Russia and more. We believe the fundamental basis for investing in emerging markets is intact, although market volatility is likely to persist.

Market Perspectives / 08.15.18

Should investors be worried about tariffs?

Talk of tariffs and trade wars has dominated the headlines, but what's the real economic impact? The Ivy team share their views.