Insights and Outlook


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.

Q2 Outlook: Turbulence, trade fears in focus as we look ahead

The Ivy Investments team discusses whether market turbulence and trade tensions could stunt the economic cycle.

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?

U.S. dollar faces another challenging year

The U.S. dollar had a rough year in 2017, falling in value against every currency from the “Group of Ten” industrialized countries. What’s the potential for 2018?

2018 Global Economic and Market Outlook

The Ivy investment team’s views on the global economic landscape and investment themes for 2018.

Drawing down the Federal Reserve balance sheet - what does it mean?

As the Federal Reserve begins the process for reducing its balance sheet balance, find answers to how this may - or may not - affect you and your investments.

Oil supply picture clouded by global uncertainties

Recent arrests in Saudi Arabia that included members of the royal household are only one aspect of the unpredictable factors facing the oil market in 2018.

A change at the Fed - What could it mean?

Breaking with a tradition dating to 1979, President Donald Trump chose not to re-appoint Janet Yellen as Federal Reserve Chair, instead announcing that Jerome H. Powell will assume control of the Fed in February 2018, if confirmed by the senate. Yellen was the first woman to lead the 100-year-old