Insights and Outlook

5/17/2019

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.
3/19/2019

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.
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

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.
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.

11/7/2018

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.