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How to strike the right balance in high yield bonds
Strong 2016 performance and a sharp rally in credit spreads have prompted some investors to
take a cautious view of high yield bonds.
Bridge the Gap / 05.22.17
Generation Edge enters the workplace
Meet Generation Edge (AKA Gen Z). Discover how this truly digital native generation is entering the working world and will add another lay of generational diversity.
Market Perspectives / 05.08.17
Macron win means no “Frexit”
Emmanual Macron’s presidential election win is likely to make Europe overall more attractive to investors.
Webcasts / 05.12.17
Cybercrime: How to Keep Yourself and Your Business Safe
Hear from retired FBI agent Jeff Lanza as he provides real examples of vulnerabilities and what you can do to prevent cybercrime from happening to you.
Next Gen Advisor
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.
Framing conversations about money
Don’t get caught in the trap of communicating to just one generation’s style. Whether you want to discuss investments, retirement plans or when to bring family members into the conversation, the questions asked can set you up for success.
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 / 03.16.17
Investable Theme: Opportunities increasing for small caps tied to U.S. defense spending
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 / 02.17.17
Investable Theme: Rents driving U.S. opportunities
The Fund’s portfolio management team believes real estate fundamentals continue to be positive, with economic growth spurring demand, and offer the potential for growth in rent rates.
Morning Meeting Insights / 01.23.17
Investable Theme: North American Shale
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 / 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.