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: Federal Reserve

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 / 04.08.19

Moving to a defensive position for uncertain times

A combination of asset classes may offer lower volatility – a concern for many investors today. The Fund’s sleeve structure allows a blend of three fixed-income strategies.

Market Perspectives / 02.28.19

Fed stays consistent; what's next for rates?

Fed Chairman Jerome Powell made it clear during his recent testimony that the Fed is not changing its guidance in the near term. Ivy continues to believe the Fed will take a ‘wait and see’ approach due to a great deal of uncertainty regarding trade and economic growth.

Market Perspectives / 01.11.19

Despite yield curve concerns, recession not on the horizon

There is concern about an inverted yield curve, which has been a precursor to several past recessions. But we do not believe a downturn is on the horizon.

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.