Earnings season reimagined
Corporate earnings results, tariffs, interest rates and oil prices were just some of the topics discussed on the latest Ivy Live broadcast. Watch the replay to hear our views.
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CEO/CIO Phil Sanders discusses the markets recent re-introduction to volatility, impact of tariffs and continued optimism generated by global economic growth.
Sanders is joined by Portfolio Manager Tim Miller. Miller says that many small-cap companies are benefiting from a tax reform tailwind, which is increasing cash flow and allowing them to put more money back into their businesses. He is seeing favorable opportunities in technology and financials.