Portfolio Perspectives

Dan Vrabac, co portfolio manager of Waddell & Reed/Ivy Funds Global Bond Fund, provides insight and his opinion on austerity both domestically and abroad and what it means for Global Bond Fund.
Ivy GNR portfolio manager Fred Sturm looks at recent market setbacks and considers the longer term potential for the resources sector in his most recent commentary, while also discussing his belief that commodity prices could rally into next year and perhaps strengthen over the next 2 to 5 years.
Ivy Asset Strategy Fund’s management team discusses why, despite recent pullbacks, there are key factors that fortify the case for a investment allocation to firms that may be benefiting from China’s economy, policy vigilance, attractive valuations, and its long-term growth prospects.
Bryan Krug, Portfolio Manager of Ivy High Income Fund, answers timely questions about the high-yield market and how he’s managing the Fund during a period of heightened volatility.
Ivy Funds’ Mark Beischel and Dan Vrabac, portfolio managers of Ivy Global Bond Fund, discuss the strategies they use to keep the Fund flexible enough to persevere in potentially different economic environments.
Ivy Asset Strategy Fund's management team discusses Europe’s € 750 billion bailout plan, the specter of a European banking crisis and their continued pursuit of the Asset Strategy Funds’ emerging middle class investment theme.
The Ivy Asset Strategy Fund portfolio management team shares thoughts on global market events, managing downside risk and their strategies for finding growth opportunities in the midst of uncertainty.
Fred Sturm, portfolio manager of Ivy Global Natural Resources Fund, explains why he thinks patience will likely prove to be a virtue in the months ahead.
David Ginther, portfolio manager of Ivy Energy Fund, shares his perspective on the environmental magnitude of the spill, its impact on the Energy Fund and its effect on oil prices, supply and the future of offshore deepwater drilling.
Fund Manager Michael Walls explains how he is navigating changing conditions in the high-yield municipal bond market to capitalize on timely opportunities.