Emerging markets still deserve attention
We believe corporate revenue and earnings growth is likely to continue in most key emerging market sectors in 2018 and provide ongoing investment potential.
In his October Market Update, CEO/CIO Phil Sanders says equities have shrugged off the macro issues and focused on individual company fundamentals as he believes they should.
Sanders is joined by Rick Perry, portfolio manager of Ivy Crossover Credit Fund and a comanager of Ivy Balanced Fund. While many think we’ve reached the late innings of the credit cycle, Perry says there is potential for “extra innings” because of the ongoing slowgrowth, lowrate environment.