Should investors be worried about tariffs?
Talk of tariffs and trade wars have dominated the headlines, but what's the real economic impact? The Ivy team share their views.
Here’s our latest Market Update from CEO/CIO Phil Sanders, Sanders who says that underlying fundamentals continue to provide support for equities. Investors encouraged by strong corporate profits, positive earnings outlooks and rising confidence levels from both businesses and consumers.
Sanders is joined by Ivy Portfolio Manager Jonas Krumplys, who reviews the factors behind recent volatility in emerging markets. Those include economic issues in Russia, Brazil, Argentina and Turkey as well as uncertainty about upcoming elections in Turkey, Mexico and Brazil. Krumplys also discussed the continued potential opportunities he sees in emerging markets at current valuation levels.