Q4 Outlook: Entering the final stretch
The Ivy Investments team discusses the global economy outlook as we head into the close of 2018.
Portfolio Perspectives offer analysis from a portfolio manager or team on a specific fund.
Emerging markets continue to feel the impact of trade disputes, a strong U.S. dollar, sanctions on Russia and more. We believe the fundamental basis for investing in emerging markets is intact, although market volatility is likely to persist.
Volatility is the nature of oil prices and is likely to continue in the next year. Uncertainty about supply and demand is adding volatility and remains a key issue for the market now.
Investors focused on short-term issues may be missing a larger picture. We believe emerging markets – while volatile at times – will continue to offer potential opportunities in the foreseeable future.
We believe Japanese small cap equities are far less exposed to shaky global trade dynamics and currency fluctuations than their large cap counterparts. Take a look at our top-five reasons that make them a compelling addition to an international small cap portfolio.
Bond quality ratings continue to be a point of focus in the municipal bond market. But should they be?
The extended period of low interest rates often meant companies could gain an advantage by refinancing balance-sheet debt at low cost. As a result, leverage became an important variable in driving the performance of stocks across the mid-cap growth universe. What are the implications and potential opportunities for Ivy Mid Cap Growth Fund now that interest rates are rising?