Insights

5/4/2020

Focused on long-term business models

When the market is focused on the short term, we try to take the opposite approach. We look for opportunities to re-position the portfolio into companies where we have high conviction, those names we believe have the long-term ability to withstand market disruptions.
11/21/2019

Ivy CIO Insights: Global tech and U.S.-China Trade war

China’s aggressive tech ambitions and the ongoing trade war present challenges, but may create opportunities for long-term investors. Our team discussed navigating the current global technology environment amid the uncertainty.

11/11/2019

Emerging markets: A re-emerging opportunity

Many investors have been reluctant to invest in emerging market equities because of concerns about volatility. We believe the fundamentals argue in favor of a strategic allocation.