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: Global Economy

Market Perspectives / 07.16.19

2019 Midyear Global Outlook — Trade in the balance

Economic fundamentals were solid at the start of the year. Could trade disruptions put the economic expansion at risk in the second half of 2019?

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 / 06.24.19

Depressed valuations may offer opportunity

Fear of recession has depressed valuations of many economically sensitive businesses. Contrary to popular belief, this may be an opportune time to invest.

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.

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.

Portfolio Perspectives / 02.11.19

Five reasons for high yield in 2019

As proven investors in the high yield space, we understand recent concerns about a slowing global economy. Chad Gunther, portfolio manager of Ivy High Income Fund, believes there are five reasons high yield offers potential opportunities for investors in 2019.