Insights and Outlook

3/19/2019

Focusing on quality in volatile times

We believe this could be a good environment for growth investors. The 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?
1/4/2019

2019 Outlook — What’s ahead amid slowing growth

Based on market indicators, it appears the pace of global economic growth has peaked. With numerous factors creating headwinds in a moderate growth environment, what might be in store for 2019? Ivy Investments shares our views of the economic and investment landscape in our 2019 Global Market Outloo
12/18/2018

OPEC output cut may offer positives for oil market

OPEC has taken a positive step toward rebalancing the world oil market and it is likely to support crude oil prices.
11/13/2018

Drilling into potential of Oil Services, E&P companies

We think the oil market still is early in the recovery stage with solid supply-demand fundamentals. In analyzing potential opportunities, we think several factors may affect two key industry segments.

11/8/2018

Investor optimism versus tariff fears - A domestic view

The U.S. consumer has been a significant contributor to domestic economic growth in 2018. Will consumer consumption be hit by inflation in 2019?
11/7/2018

Ivy’s view on the 2018 midterm elections

The people have spoken. Now get Ivy's view on the 2018 midterm elections outcome and what it means for the markets.
8/15/2018

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.
8/15/2018

Oil market still focused on supply/demand

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.
8/7/2018

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.