Waddell & Reed

Portfolio Perspectives

Global Commodities: Uneven economic growth may mean selective pricing power - May 2012
If global economic growth was consistent, we think most commodities would struggle to meet demand. But economic growth is not consistent and demand is not robust for all commodities. Fred Sturm, portfolio manager of Ivy Global Natural Resources Fund, reviews the issues and potential opportunities.
Emerging Trends - April 2012
Emerging market bond investing may present different risks than similar investments in developed markets. “Emerging Trends: What makes emerging markets attractive for bond investors?” takes a look at the segment.
U.S. corporate revival: The time may now be at hand - April 2012
Is a U.S. corporate revival at hand? Kimberly Scott, portfolio manager of the Ivy Mid Cap Growth Fund, believes a rebirth of corporate America may be on the horizon. This commentary takes a look at the current market environment and opportunities for domestic companies on the global stage.
Shared growth: Developed, emerging markets look to rise of global middle class - March 2012
Waddell & Reed Advisors Asset Strategy Fund co-portfolio managers Mike Avery and Ryan Caldwell say they continue to think the main drivers of global economic growth in the next three to five years will be centered on the expanding middle-class consumer populations in the emerging markets.
Baptism by fire: Despite volatility, International Growth Fund manager celebrates three-year anniversary with solid results - February 2012
Baptism by fire: International markets have been in the doldrums for the past three years. Coincidentally, these were the same three years during which veteran domestic growth manager Chace Brundige, CFA, staged his debut in international investing – with impressive results. Learn more.
A strategic asset mix designed to provide a smoother ride in periods of market volatility - January 2012
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.
Separating volatility from risk is key as we look to 2012 - January 2012
The Waddell & Reed Advisors 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
Strong 2011 company fundamentals coupled with a bruised 2008-09 investor psyche... - November 2011
In this commentary, WRA New Concepts Fund Portfolio Manager Kimberly Scott offers her views on strong U.S. company fundamentals and the psyche of today’s investor.
Brazil fears appear overblown; opportunities beckon - September 2011
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.
Government policy, debt concerns join slowing global growth to jolt markets - August 2011
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.
Maintain long-term view despite recent dramatic market moves - August 2011
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.

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