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While it’s too early to know the full economic and human toll of Hurricane Harvey, we expect a relatively short-term impact on the U.S. energy industry.
Portfolio Perspectives / 09.11.17
A micro view in a macro world
With so much happening daily in the markets and around the world, it’s easy to focus on the big picture. The portfolio managers for the Ivy Advantus Bond Fund tend to look a little closer.
Portfolio Perspectives / 08.30.17
Headwinds seen easing as tide turns toward quality growth
Year to date, the Ivy Mid Cap Growth Fund has experienced strong returns and is currently performing better versus the Russell Midcap Growth Index, and a number of its mid-cap growth peers. This commentary discusses the Fund’s recent performance and investment opportunities the portfolio management team is seeing in today’s market.
Webcasts / 09.08.17
Writing Emails that Get Opened
Discover the necessary steps to get your clients to open your emails.
Costco, why it appeals to all generations and how it can help grow your practice
Costco appeals to every generation. Discover how you can tap into what they are doing to help grow your practice.
10 ways to explain saving and finance to Millennials and Gen Edgers
How do you discuss finances with phone-obsessed generations? It helps by teaching them how they like to learn. Discover 10 ways to explain saving and finance to Millennials and Generation Edge.
We stand for a legacy of expertise, focused on delivering strong, long-term results. Our name reflects our progressive product offerings and growing global presence as we continue to adapt to the needs of investors.
Morning Meeting Insights
Every day, our investment team gathers for its morning meeting, a collaborative setting fostering idea sharing and bringing together a range of market and industry insights. Those insights often lead to unique, actionable ideas that portfolio managers put to use on behalf of investors. Here are several examples of what we call Morning Meeting Insights.
David Ginther, CPA, and Michael Wolverton, CFA, portfolio managers of Ivy Energy Fund, believe that companies with access to the highest-quality drilling acreage and best technology stand to benefit as the price of oil recovers.
Morning Meeting Insights / 07.20.17
Investable Theme: Aging population base driving demand for dividend income
Robert Nightingale, portfolio manager of Ivy Global Equity Income Fund, believes an aging population base is providing fundamental support for dividend-paying equities.
Morning Meeting Insights / 07.17.17
Investable Theme: Increasing web use in China
John Maxwell and Catherine Murray, portfolio managers of Ivy International Core Equity Fund, believe an increase
in Chinese internet usage will benefit select companies that have dominant market share or are well positioned for
increased usage through their online platforms, payments systems and/or e-commerce services.
Morning Meeting Insights / 07.12.17
Investable Theme: Growing consumer culture
Jonas Krumplys, CFA, portfolio manager of Ivy Emerging Markets Equity Fund, believes there is growing demand from emerging market consumers for “new economy” goods and services.
Morning Meeting Insights / 07.12.17
Innovation driving advancement in health care
Zachary Shafran and Bradley Warden, portfolio managers of Ivy Science and Technology Fund, believe technological advancements in health care are creating investment opportunities.