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.

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.

Morning Meeting Insights / 01.22.19

Investable Theme: Opportunities increasing for small caps tied to U.S. defense spending

The Ivy Small Cap Growth Fund portfolio management team believes that recent increased spending in the U.S. defense budget is just one of a number of tailwinds helping today’s small-cap companies in the technology and services sector.

Morning Meeting Insights / 01.18.19

Investable Theme: Innovation driving advancement in health care

Zachary Shafran and Bradley Warden, portfolio managers of Ivy Science and Technology Fund, believe technological advancements in health care are creating investment opportunities.

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.

Market Perspectives / 11.30.18

Can Emerging Asia dethrone Silicon Valley?

Emerging Asia is solidifying its place in the global technology landscape where the region has evolved from copycat to pioneer. The Ivy Investments team gives its view on how the future of innovation is gradually shifting to areas of the world previously viewed as a hub for low-cost manufacturing or assembly.

Portfolio Perspectives / 11.13.18

Drilling into potential of Oil Services, E&P companies

Ivy Energy Fund

We think the oil market still is early in the recovery stage with solid supply-demand fundamentals. In analyzing potential opportunities, we think several factors may affect two key industry segments.

Market Perspectives / 11.08.18

Investor optimism versus tariff fears --
A domestic view

Despite the constant talk of tariffs and recent market volatility, we believe U.S. investors have plenty of reasons to stay optimistic. Get Ivy's view.

Market Perspectives / 11.07.18

Ivy’s view on the 2018 midterm elections

The people have spoken. Now get Ivy's view on the 2018 midterm elections outcome and what it means for the markets.

Market Perspectives / 10.11.18

Q4 Outlook: Entering the final stretch

The Ivy Investments team discusses the global economy outlook as we head into the close of 2018.

Portfolio Perspectives / 10.08.18

Applying a risk-aware process in a volatile market

Ivy Asset Strategy Fund

The Ivy Asset Strategy Fund seeks to generate global equity-like returns by blending Ivy’s best ideas in global equities and global credit with other, less correlated assets to mitigate volatility and downside risk.

Market Perspectives / 10.03.18

Federal Reserve announces September rate hike

The U.S. Federal Reserve (Fed) increased the benchmark federal funds interest rate for the third time in 2018. The Ivy Investments team shares our views on the rate path going forward for the Fed.

Portfolio Perspectives / 09.24.18

Emerging markets still offer sound fundamentals

Ivy Emerging Markets Equity Fund

Emerging markets continue to feel the impact of trade disputes, a strong U.S. dollar, sanctions on Russia and more. We believe the fundamental basis for investing in emerging markets is intact, although market volatility is likely to persist.