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: Emerging Markets

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.

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.

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.

Global Rebalancing / 12.11.18

Churning out chips

For more than 30 years, Intel Corp. has dominated chip making, producing the most important component in the bulk of the world’s computers. However, according to Bloomberg¸ that run is now under threat from a company many Americans have never heard of.

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.