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 / 06.17.20

Market Liquidity and the Fed

The Fed has taken unprecedented steps to inject liquidity into the market in response to COVID-19. This action has provided some stability in fixed income, but uncertainty still remains. Several Ivy portfolio managers share their views on navigating the rapidly evolving fixed income landscape.

COVID-19 / 05.07.20

Balancing opportunity, volatility and perspective: An investor's guide

Market trends show long-term investors generally have been rewarded over time. However, periods of extreme volatility can challenge even the most seasoned investors. Ivy believes having a perspective of the markets and the factors affecting them can be helpful in assessing current opportunities.

Portfolio Perspectives / 04.24.20

Focused on long-term business models

When the market is focused on the short term, we try to take the opposite approach. We look for opportunities to re-position the portfolio into companies where we have high conviction, those names we believe have the long-term ability to withstand market disruptions.

Market Perspectives / 04.21.20

Coronavirus outbreak and the retail and hospitality sectors

The global impact of COVID-19 remains a moving target. And with the retail, transportation and hospitality sectors employing more than 25% of the U.S.’s total private workforce, the consequences on the domestic economy are uncertain. The Ivy investment team provides insight regarding the investment implications in the U.S. consumer sector.

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.