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 / 03.22.20

CIO Insights - Epidemiology of the markets

The spread of COVID-19 appears to have the global economy on the verge of recession. What’s next? We discuss the economic and market implications of the outbreak with Derek Hamilton, Ivy Investments global economist.

Market Perspectives / 03.11.20

CIO Insights:
Coronavirus – Market impact and macro view

Fears the coronavirus could quickly evolve into a global pandemic have wreaked havoc on the capital markets. We believe elevated uncertainties will keep market conditions wildly volatile in the near term, but the virus' disruptive affect could be temporary.

Market Perspectives / 03.02.20

The economic impact of the coronavirus

Investor reactions to the coronavirus outbreak have been dramatic, with the major U.S. stock indexes dipping into correction territory. Will the economic impact be as swift and severe? We believe the economic disruption could be sharply negative, but it may also be temporary.

Market Perspectives / 11.21.19

Ivy CIO Insights: Global tech and U.S.-China trade war

China’s aggressive tech ambitions and the ongoing trade war present challenges, but may create opportunities for long-term investors. Our team discussed navigating the current global technology environment amid the uncertainty.

Market Perspectives / 08.05.19

Fed cuts rates; where do we go from here?

The Fed announced a much-anticipated one-quarter-percentage-point cut to the federal funds rate. Following the decision, Fed Chairman Powell's press conference commentary was perceived as unexpectedly hawkish. While the market had a 'buy the rumor, sell the news’ reaction, but we believe underlying fundamentals should support continued growth during the rest of 2019.