Perspectives

11/21/2019

Ivy CIO Insights: Global tech and U.S.-China Trade war

China’s aggressive tech ambitions and the ongoing trade war present challenges, but may create opportunities for long-term investors. Our team discussed navigating the current global technology environment amid the uncertainty.

11/11/2019

Emerging markets: A re-emerging opportunity

Many investors have been reluctant to invest in emerging market equities because of concerns about volatility. We believe the fundamentals argue in favor of a strategic allocation.
10/7/2019

Q4 Outlook: Global economy staggers toward year end

Volatility has been the story of 2019. While we believe market headwinds will keeping global economic growth relatively weak for the rest of the year, signs of stabilization could appear in the next few months.

10/4/2019

CIO Insights: Staying focused on high-quality business models

The Business Roundtable recently updated its view on the “Purpose of a Corporation” and the reactions were immediate. Is it the end of capitalism? Just lip service to support entrenched management teams? Our team analyzed the potential impact on business, industry analysis and corporate governanc

7/24/2019

2019 Midyear Global Outlook - Trade in the balance

Economic fundamentals were solid at the start of the year. Could trade disruptions put the economic expansion at risk in the second half of 2019?