As the US economy continues to rebound from the COVID-19 pandemic, many investors are focused on the impact of inflationary forces. We believe the fundamentals of underlying corporate performance and valuations can provide a fertile opportunity for active equity investors.

2021 Midyear Outlook – Investing Through Policy and Economic Cycles

Listen to the regular updates and insights from the Ivy Investments team. Also hear our monthly Ivy Live webcasts, offering analysis on trends impacting the capital markets and specific sectors. All views expressed are as of the date indicated.
Significant Event - On December 2, 2020, Waddell  Reed Financial, Inc. (“WDR”), the parent company of Ivy Investment Management Company (“Ivy”), and Macquarie Management Holdings, Inc., the U.S. holding company for Macquarie Group Limited's U.S. asset management business (“Macquarie”), announced that they had entered into an agreement whereby Macquarie would acquire the investment management business of WDR (the “Transaction”).  The Transaction closed on April 30, 2021.  Post close Ivy continues to provide investment advisory services to certain institutional and model portfolio accounts as part of Macquarie.
This page does not promote any mutual fund product or service.

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Listen to the regular updates and insights from the Ivy Investments team. Also hear our monthly Ivy Live webcasts, offering analysis on trends impacting the capital markets and specific sectors. All views expressed are as of the date indicated. Significant Event - On December 2, 2020, Waddell Reed Financial, Inc. (“WDR”), the parent company of Ivy Investment Management Company (“Ivy”), and Macquarie Management Holdings, Inc., the U.S. holding company for Macquarie Group Limited's U.S. asset management business (“Macquarie”), announced that they had entered into an agreement whereby Macquarie would acquire the investment management business of WDR (the “Transaction”). The Transaction closed on April 30, 2021. Post close Ivy continues to provide investment advisory services to certain institutional and model portfolio accounts as part of Macquarie. This page does not promote any mutual fund product or service.

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2021 Midyear Outlook – Investing Through Policy and Economic Cycles

2021 Midyear Outlook – Investing Through Policy and Economic Cycles