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.

Ivy Insights

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

The government is increasing the pressure on many of the ‘FAANG’ companies over antitrust and privacy issues. Will the looming investigations cloud the future of these stocks? Our tech panel dives into this on Ivy Live.

FAANG: In the government’s crosshairs

Equities have been resilient year to date, but renewed uncertainty and a global phenomenon of negative interest rates are presenting challenges.

The negative rate phenomenon

Economic fundamentals were solid at the start of the year. Will the Fed, trade and slowing global growth have an impact for the rest of 2019? Our Ivy Live panelists discuss these and other market-moving issues in our Midyear Global Outlook special.

Ivy's Midyear Outlook: Rates, risks and rallies

Equities rebounded from a sell-off in May to record their best June in 60 years, sparked by market expectations of a new round of Fed rate cuts and a truce in the U.S-China trade dispute.

Can June’s rebound continue?

Stocks posted their first down month of the year in May, plagued by escalating trade tensions and reports of antitrust investigations targeting Big Tech.

Turmoil in trade and tech

Equities soared through the first four months of 2019, but stalled trade negotiations with China could bring a new wave of market volatility.

Is trade a rally killer?

Our Ivy Live panelists discuss the evolving investment landscape, including the recent U.S.-China trade escalation, and ideas to help guide allocation decisions.

Active allocation: A world of ideas

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.

hubhopper

Ivy Insights

hubhopper