Perspectives

5/17/2019

Trade tumult: What's next for U.S.-China trade?

Trade talks between the U.S. and China have stalled. Ivy believes a near-term deal is still in the cards, but a prolonged stalemate heightens the possibility of recession.
3/19/2019

Focusing on quality in volatile times

We believe this could be a good environment for growth investors. The Large Cap Growth Strategy seeks companies with durable earnings and revenue growth, especially considering the potential headwinds currently facing the market.
1/8/2019

Consumption disruption in 2019?

The U.S. consumer has been a significant contributor to domestic economic growth in 2018. Will consumer consumption be hit by inflation in 2019?