Insights and Outlook


Should investors be worried about tariffs?

Talk of tariffs and trade wars has dominated the headlines, but what's the real economic impact? The Ivy team share their views.

Recession not on horizon, despite yield curve concerns

There is concern about an inverted yield curve, which has been a precursor to several past recessions. But we do not believe a downturn is on the horizon.

2018 Midyear Global Outlook

What’s in store for the second half of 2018? Get the Ivy Investments team’s views in our Midyear Global Outlook.

Leverage plays a key role in driving performance across the mid-cap growth universe

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.

Will tariffs stall stocks and economy?

The imposition of tariffs on steel and aluminum imports has added additional variable for investors to consider at a time of increasing market volatility. What's the potential impact on the U.S. economy and markets?