A focus on quality as volatility persists
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 cover broader issues, including the global economy, market environment or sector overviews.
We believe investors can derive the most long-term benefit through exposure to well-researched actively managed funds.
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.
Fed Chairman Jerome Powell made it clear during his recent testimony that the Fed is not changing its guidance in the near term. Ivy continues to believe the Fed will take a ‘wait and see’ approach due to a great deal of uncertainty regarding trade and economic growth.
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.
Global Economist Derek Hamilton assesses the partial government shutdown and its potential impact to the U.S. economy.
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.
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.
The U.S. consumer has been a significant contributor to domestic economic growth in 2018. Will consumer consumption be hit by inflation in 2019?