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.

The recent resurgence in value has been a sharp contrast to growth’s market leadership in calendar 2020. However, many growth companies have continued to report record earnings, and growth stocks may retake their lead later this year. What does this mean for investors?

The global economy stands at the dawn of a new business cycle. What does this mean for investors? We discuss the four phases of the business cycle and how each stage can impact your approach to the markets.

Technology is fueling innovations in all areas of the private sector from start-ups to legacy companies. Our panelists look at industries ripe for disruption and the role regulation should play in policing such rapid innovation.

While the definition of ESG investors varies among asset managers, we believe ESG plays a vital role determining a company’s potential value. Where do we go from here? We engage with some of the early architects of ESG to discuss its past, present and future.

The COVID-19 pandemic continues to impact all aspects of our lives. While the near-term challenges the coronavirus present will be harrowing, we look at the path forward from the pandemic, including technologies that could lead to better public health outcomes.

Once all the vote counts are certified and the legal challenges are settled, we believe Joe Biden will be the 46th president of the United States. We examine the Biden administration from all angles, including the economic and market perspectives.

It’s an election year and the stakes for both Wall Street and Main Street are huge. On Ivy Live, our panelists brake down the candidates, platforms and potential wildcard issues to discuss why the 2020 campaign feels different than previous election cycles.

Broadly, markets have continued their upward trajectory on the back of strong macroeconomic data, consumer confidence and earnings growth. But the spread of the coronavirus weighs on investors' minds as they ponder its economic impact, particularly in emerging markets. Hear our take.

CES 2020 dominated global headlines with 4,500 companies, 170,000 attendees and more than 1,000 speakers. Our portfolio managers, who met with some of the world’s leading companies at CES, discussed the innovations that are reshaping our future and the investing landscape.