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 / 05.15.19

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

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.

Market Perspectives / 01.16.19

The economic cost of the shutdown

Global Economist Derek Hamilton assesses the partial government shutdown and its potential impact to the U.S. economy.

Morning Meeting Insights / 01.14.19

Investable Theme: North American Shale

David Ginther, CPA, and Michael Wolverton, CFA, portfolio managers of Ivy Energy Fund, believe that companies with access to the highest-quality drilling acreage and best technology stand to benefit as the price of oil recovers.

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.

Morning Meeting Insights / 01.10.19

Investable Theme: Growing consumer culture

Jonas Krumplys, CFA, and Aditya Kapoor, CFA, portfolio managers of Ivy Emerging Markets Equity Fund, believe there is growing demand from emerging market consumers for “new economy” goods and services.

Market Perspectives / 01.09.19

Long-term investors should look beyond stock market volatility

Market volatility can be unsettling, but history shows that prices have returned to less volatile patterns over time. That can be good news for long-term investors.

Market Perspectives / 01.08.19

Consumption disruption in 2019?

The U.S. consumer has been a significant contributor to domestic economic growth in 2018. Will consumer consumption be hit by inflation in 2019?

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.

Portfolio Perspectives / 12.14.18

OPEC output cut may offer positives for oil market

Ivy Energy Fund

OPEC has taken a positive step toward rebalancing the world oil market and it is likely to support crude oil prices.