Headwinds seen easing as tide turns toward quality growth
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
Investable Theme: Increasing web use in China
John Maxwell and Catherine Murray, portfolio managers of the International Core Equity strategy, believe an increase in Chinese internet usage will benefit select companies that have dominant market share or are well positioned for increased usage through their online platforms.
A time to be selective in the energy sector
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.
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