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.
Portfolio Perspectives offer analysis from a portfolio manager or team on a specific fund.
The market fluctuations over the past two quarters are unsettling, but part of a new reality. The Ivy Balanced Fund seeks to build a portfolio with equilibrium to withstand a highly volatile environment.
A combination of asset classes may offer lower volatility – a concern for many investors today. The Fund’s sleeve structure allows a blend of three fixed-income strategies.
We believe this could be a good environment for growth investors. The Fund seeks companies with durable earnings and revenue growth, especially considering the potential headwinds currently facing the market.
Despite a volatile 2018, the Ivy International Core Equity Fund team believes pockets of opportunity exists, you just have to know where to look in an evolving international investment landscape.
As proven investors in the high yield space, we understand recent concerns about a slowing global economy. Chad Gunther, portfolio manager of Ivy High Income Fund, believes there are five reasons high yield offers potential opportunities for investors in 2019.
The Ivy Emerging Markets Equity Fund managers say the main headwinds for emerging markets in 2019 are idiosyncratic risks that affect relatively few countries. They think several key factors create a brighter outlook in 2019.