Insights and Outlook

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.

11/12/2018

Investor optimism versus tariff fears - A domestic view

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.
11/7/2018

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.
7/10/2018

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.
5/1/2018

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.
3/9/2018

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?