Insights and Outlook


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.

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.

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?

2019 Outlook — What’s ahead amid slowing growth

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 Outlook.

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.

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.


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.