Oil industry faces short-term hurricane impact
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 offer analysis from a portfolio manager or team on a specific fund.
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.
Bond quality ratings continue to be a point of focus in the municipal bond market. But should they be?
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.
The bond market is evolving quickly, as an almost-30-year bull market seems to be drawing to an end. To find yield and income in a new environment, perhaps we need a new way of looking at bond investing.
IPUO -- Despite Brexit and the rise of populist politics in Europe, there is a strong case to be made for international equities in 2017, particularly European small cap stocks.
We believe a selective approach to the energy sector is important now, but do not advocate broad exposure across the industry in the current environment.
We think there are ample catalysts for ongoing corporate earnings growth, and think economic growth is broadening to more cyclical parts of the economy and outside the U.S.