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.

Market Perspectives / 07.16.19

2019 Midyear Global Outlook — Trade in the balance

Portfolio Perspectives / 07.11.19

Amid the noise, will tech's run continue?

Ivy Science and Technology Fund

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

Ivy International Core Equity Fund

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

Ivy Pzena International Value Fund

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

Portfolio Perspectives / 06.12.19

A focus on quality as volatility persists

Ivy Emerging Markets Equity Fund

The risks of a prolonged U.S.-China trade standoff have increased, but we believe long-term fundamentals in emerging markets will offer opportunities.

Market Perspectives / 05.15.19

Trade tumult: What's next for U.S.-China trade?

Trade talks between the U.S. and China have stalled. Ivy believes a near-term deal is still in the cards, but a prolonged stalemate heightens the possibility of recession.

Market Perspectives / 04.29.19

Active management: Going beyond the index

We believe investors can derive the most long-term benefit through exposure to well-researched actively managed funds.

Portfolio Perspectives / 04.22.19

Seeking durable quality in a volatile market

Ivy Balanced Fund

The market fluctuations over the past two quarters are unsettling, but part of a new reality. The Ivy Balanced Fund seeks to build a portfolio with equilibrium to withstand a highly volatile environment.

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

Ivy Apollo Strategic Income Fund

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.

Portfolio Perspectives / 03.18.19

Focusing on quality in volatile times

Ivy Large Cap Growth Fund

We believe this could be a good environment for growth investors. The Fund seeks companies with durable earnings and revenue growth, especially considering the potential headwinds currently facing the market.

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 / 02.15.19

Pockets of perceived opportunity

Ivy International Core Equity Fund

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

Five reasons for high yield in 2019

Ivy High Income Fund

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.

Portfolio Perspectives / 02.11.19

Emerging markets have potential for brighter 2019

Ivy Emerging Markets Equity Fund

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.