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 / 08.22.19

Beyond the volatility: is a near-term recession likely?

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.

Market Perspectives / 07.16.19

2019 Midyear Global Outlook — Trade in the balance

Economic fundamentals were solid at the start of the year. Could trade disruptions put the economic expansion at risk in the second half of 2019?

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 / 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 / 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.