2018 Midyear Global Outlook
What’s in store for the second half of 2018? Get the Ivy Investments team’s views in our Global Midyear Outlook.
Downloads: MP3 |
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.