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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2021 Midyear Outlook – Investing Through Policy and Economic Cycles
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.
Is value’s surge leaving growth in the dust?
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?
Ride the cycle
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.
ESG: Yesterday, today, tomorrow
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.
COVID-19 in 2021
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.
Timely and informative
Quick but informative....