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For many, social media can present envy-induced anxiety often referred to as FOMO (Fear of Missing Out). Discover why some are opting out of jam-packed weekends for a quieter experience or JOMO (Joy of Missing Out).
Ivy Live/ 02.14.17
Technology trends: CES and beyond
Portfolio Perspectives/ 02.15.17
1Q 2017 Outlook: Positioning for a rapidly changing world
Ivy Asset Strategy Fund
Next Gen Advisor / 02.17.17
Why Millennials don’t want to become financial advisors
Discover why Millennials seem uninterested in becoming financial planners, the biggest barriers standing in their way and how can you clear these hurdles to ensure a stream of top-level talent.
Webcast / 02.03.17
Discover the critical elements of a compelling value proposition
Forget the elevator speech. In this session, you will learn a simple formula to communicate your value that feels authentic and inspires action.
GENLINK ℠/ Baby Boomers
Raging against aging: How Boomers are redefining retirement
Boomers have redefined every life stage they’ve touched. Why should retirement be any different?
Meet Ivy Investments
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.
Morning Meeting Insights / 02.17.17
Investable Theme: Rents driving U.S. opportunities
David Ginther, CPA, portfolio manager of Ivy Energy Fund, believes that certain shale companies with access to the highest-quality drilling acreage and to the best technology stand to benefit when the price of oil recovers.
Morning Meeting Insights / 12.08.16
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.
Morning Meeting Insights / 11.10.16
Investable Theme: Opportunities increasing for small caps tied to U.S. defense spending
The Ivy Small Cap Growth Fund portfolio management team believes that recent increased spending in the U.S. defense budget is just one of a number of tailwinds helping today’s small-cap companies in the technology and services sector.
Morning Meeting Insights / 10.18.16
Investable Theme: Consumer-led U.S. economy
Cynthia Prince-Fox and Chace Brundige, CFA, portfolio managers see a relatively favorable backdrop for U.S. consumers in economic and wage growth, household formations and confidence measures.
Morning Meeting Insights / 10.12.16
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.