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Ivy Insights episodes
- 2020: The Ivy Global OutlookHeading into 2020, the pace of economic growth has slowed considerably as global trade continues to be a major headwind. Meanwhile, the longest market run in history is also the best performing bull market. What does it all mean? Our Ivy Live panelists discuss in our 2020 Global Outlook.1 hr
- A slowdown on the horizon?The economic expansion that followed the global financial crisis has run for over 10 years, but Ivy does not see a downturn on the horizon. Strong underlying fundamentals and steady growth indicate potential investment opportunities now and over the longer term.21 min
- Corporate responsibility, ESG and the future of businessIn August 2019, the association of CEOs of leading U.S. companies emphasized the need for corporations to benefit all stakeholders. The reactions were immediate and occasionally extreme. What does this all mean for investors?53 min
- Tech, trade war and China’s chip ambitionsEquities posted the strongest year-to-date returns in more than 20 years, but muted returns in recent months reflect global concerns. Notably, the ongoing trade war and China’s aggressive tech ambitions present challenges, but may create long-term opportunities.21 min
- Navigating a negative rate worldIn today’s slow-growth world, roughly $17 trillion of global fixed income securities have a negative yield. Are negative rates more damaging than helpful? How are investors reshaping their approach? Our panel dives into these issues and more on Ivy Live.36 min
- Unpacking corporate responsibilityThe Business Roundtable recently redefined its longstanding position that corporations exist principally to serve shareholders. This incited a flurry of press reactions, ranging from “this is simply rhetoric” to “this is the death of capitalism.”23 min
- The economics of geopoliticsTrade war escalation between the U.S. and China as well as protests in Hong Kong have increased investment risk and market volatility. Our panelists examined geopolitical tensions around the world and how they see them influencing investment decisions on the latest Ivy Live.46 min
- FAANG: In the government’s crosshairsThe government is increasing the pressure on many of the ‘FAANG’ companies over antitrust and privacy issues. Will the looming investigations cloud the future of these stocks? Our tech panel dives into this on Ivy Live.36 min
- The negative rate phenomenonEquities have been resilient year to date, but renewed uncertainty and a global phenomenon of negative interest rates are presenting challenges.23 min
- Ivy's Midyear Outlook: Rates, risks and ralliesEconomic fundamentals were solid at the start of the year. Will the Fed, trade and slowing global growth have an impact for the rest of 2019? Our Ivy Live panelists discuss these and other market-moving issues in our Midyear Global Outlook special.58 min
About Ivy Insights
From the publisher's feed
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.
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