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Ivy Insights episodes
- Shale vs. The World: What's next in a volatile oil market?Will increased output by OPEC and U.S. shale oil producers put a lid on prices? How might the supply/demand balance change if global growth cools?36 min
- Bullish or bearish? Ivy’s midyear outlookWhile bullish trends continue to emerge -- a positive first quarter earnings season and GDP predictions at 3%+ -- market disruptions are causing headaches.54 min
- Earnings season reimaginedCorporate earnings results, tariffs, interest rates and oil prices were just some of the topics discussed on the latest Ivy Live broadcast. Watch the replay to hear our views.47 min
- Regime change: The market’s “new” new normal?Today’s rates, volatility, and spreads are changing the investment process. Watch the replay to hear our view of what is to come and how we are identifying opportunities.47 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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