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WRA Small Cap Fund Portfolio Manager Tim Miller shares his thoughts on why he believes the current market environment is favorable for domestic small-caps and places of opportunity.
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The Daniel J. Vrabac and Mark G. Beischel, co-portfolio managers of the WRA Global Bond Fund take a look at several of the issues in the international fixed income market.
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Ivy Funds on April 1, 2013, introduced two new global real estate funds to help investors pursue the potential opportunities of investment in real estate securities: Ivy Global Real Estate Fund and Ivy Global Risk-Managed Real Estate Fund.
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Entering 2013, the WRA Asset Strategy Fund held a heavy weighting in U.S. and foreign equities. Changes in equity market fundamentals as the first quarter got under way have caused the Fund’s managers to begin adjusting their approach to asset allocation while maintaining that focus on equities.
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WRA Core Investment Fund managers believe the U.S. financial markets and economy remain resilient on the foundation of two strong pillars of growth: housing and energy. Erik Becker and Gus Zinn discuss the current market environment and places where the Fund is finding opportunity.
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With numerous factors influencing the municipal bond market, from tax issues to budget concerns, WRA Municipal High Income Fund Portfolio Manager Michael J. Walls provides his outlook for the market.
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Whether it’s the concern of slowing growth in China, months of stock market volatility or the looming fiscal cliff, uncertainty abounds. Balanced funds can be a straightforward, uncomplicated choice for balancing potential risk and reward in today’s complex world.
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All eyes have again focused on the fiscal cliff, which represents the impact of a number of tax increases and spending cuts set to go into effect at year-end. While concerns remain, we think there are areas of support for the U.S. economy and potential investment opportunities here and abroad.
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True flexibility and global reach – that phrase has described the Waddell & Reed Advisors Asset Strategy Fund throughout its history. The Fund has the potential to offer particular value to investors now in a world of low interest rates and uncertain economic policies.
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Kimberly Scott, portfolio manager of Waddell & Reed Advisors New Concepts Fund, shares her thoughts on the current market environment, mid-cap growth stocks in general and specific issues impacting the Fund over the course of second quarter 2012.
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Investors concerned about the slow global economic recovery, who are seeking income, growth and the ability to manage portfolio risk, might find a good balance in the pursuit of total return through a fund that offers current income and capital appreciation potential.
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If the potential long-term growth from global stocks and a need for current income is an investor’s desired objective, Ivy Global Equity Income Fund could be a good fit.
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Is a strong economic push required to boost the growth potential of mid-cap companies? Portfolio manager, Kimberly Scott, focuses her efforts on finding differentiated growers she believes are not particularly dependent on a strong economic tailwind to generate results.
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Amid calls for a cap on municipal bond tax benefits and tight budgets at all levels of government, “Muni market: Some advice on how to keep cool over the summer” takes a look at the issues and the environment for the months ahead.
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