Equities rebounded from a sell-off in May to record their best June in 60 years, sparked by market expectations of a new round of Fed rate cuts and a truce in the U.S-China trade dispute.
Stocks posted their first down month of the year in May, plagued by escalating trade tensions and reports of antitrust investigations targeting Big Tech.
Our Ivy Live panelists discuss the evolving investment landscape, including the recent U.S.-China trade escalation, and ideas to help guide allocation decisions.
Our panel examined the juxtaposition between economic performance and global risks. Revisit what our team views as potential opportunities in a changing world.
Equity markets finished March with the best quarterly return since 2009, boosted by the Federal Reserve’s dovish pivot and growing confidence of a trade deal with China.
Which factors may drive stock returns in 2019? Our Ivy Live panelists reviewed factors in stock selection such as quality and growth, and shared views on risk and portfolio construction.
Equities rebounded in January, but it’s unclear whether this recovery is the start of a new trend or a short-term anomaly. Get Ivy’s view in our latest market podcast.
Our insight on the trends and ideas that caught our attention after attending CES and the J.P. Morgan Healthcare Conference, and what it all could mean for investors in 2019.
17 min
About Ivy Insights
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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.
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