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.

Ivy Insights

Ride the cycle

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.

Exponential Disruption

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.

ESG: Yesterday, today, tomorrow

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.

COVID-19 in 2021

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.

2020 Election

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.

Ivy's guide to the 2020 elections

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.

Can emerging markets weather the coronavirus outbreak?

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.

CES 2020: 4,500 companies, global innovation

Heading 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.

2020: The Ivy Global Outlook

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.

A slowdown on the horizon?

In 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?

Corporate responsibility, ESG and the future of business

Equities 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.

Tech, trade war and China’s chip ambitions

In 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.

Navigating a negative rate world

The 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.”

Unpacking corporate responsibility

Trade 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.

The economics of geopolitics

Listen to regular updates and insight from the Ivy Investments team, including CEO Phil Sanders, portfolio managers and economists. Also hear our monthly Ivy Live webcasts, offering analysis on trends impacting the capital markets and specific sectors.

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