Portfolio Perspectives

In this Portfolio Perspective, Portfolio Manager Cynthia Prince-Fox outlines how Ivy Balanced Fund’s strategic blend of assets may serve as a timely tool for navigating market volatility.
The Ivy Asset Strategy Fund closed a challenging 2011 with an ongoing focus on opportunities in equities, particularly in U.S. companies. Co-portfolio managers Mike Avery and Ryan Caldwell review events that supported this emphasis and offer an outlook for 2012.
In this commentary, Ivy Mid Cap Growth Fund Portfolio Manager Kimberly Scott offers her views on strong U.S. company fundamentals and the psyche of today’s investor.
Fred Sturm, portfolio manager for the Ivy Global Natural Resources Fund, says uncertainty about the economic outlook has added volatility to resource markets worldwide, but he thinks there are indicators that could point to a turnaround.
Global markets have seen many changes over the last 15 years. Find out how Ivy Asset Strategy Fund’s consistent philosophy has enabled it to adapt to rapid change.
After the debt ceiling debate in Washington and the European debt crisis, autumn arrives to find investors with lingering concerns about the economic outlook. Ivy High Income Fund Portfolio Manager Bryan C. Krug offers his views.
In this commentary Timothy Miller, portfolio manager, reviews his fund’s objectives and investment philosophy during these volatile times.
Extreme volatility has become the market norm, and it has created record correlations among stocks. See why Ivy Asset Strategy Fund’s investment team thinks this is an environment that favors good stock selection.
For municipal bond investors it has been a tumultuous year. With government spending still under the microscope, what is the outlook for the municipal bond market? Ivy Municipal Bond Fund Portfolio Manager Bryan J. Bailey takes a look at what’s happened and offers his views on what is to come.
Commodities have taken a beating in recent weeks, driving anxiety about Brazil’s economy and market. Find out where Ivy Asset Strategy New Opportunities' management team is finding attractive investments in this complicated region.
A new Portfolio Perspectives for the Ivy Value Fund is now available. In this commentary, Matthew Norris, portfolio manager, discusses value investing in a volatile market.
John Maxwell, portfolio manager for the Ivy International Core Equity Fund, says uncertainty about government policy has contributed to recent market volatility and is likely to continue until we see signs of a self-sustaining economic recovery.
Concern about government policy errors in a deflationary environment, ongoing issues surrounding sovereign debt, and fears of slowing global growth have driven market volatility in recent weeks. Find out what the Asset Strategy team thinks about recent market events and portfolio positioning.
In a complex investment environment, investors have much to understand. Ivy Global Bond Fund Portfolio Managers Mark Beischel and Daniel Vrabac issues that are important and intertwined in the latest Portfolio Perspective “Summertime … and the livin’ is queasy…”
Fred Sturm, portfolio manager for the Ivy Global Natural Resources Fund, says that despite the dramatic market moves of the past two weeks, we still expect global economic growth to return — tepid, for sure, but growth nonetheless.
Staying the allocation course: While sovereign debt issues in Europe, rising social tension in the Middle East and North Africa and uncertainty surrounding the U.S. deficit drive market volatility, Ivy Asset Strategy Fund managers remain cautious yet focused.