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Commentary

 

Credit Market Plague Spreads 
Saturna Capital analyzes the short-term credit market and the potential impacts to the economy and investors.


Coupled or De-Coupled 
Ivy Asset Strategy Fund portfolio managers, Michael Avery, Dan Vrabac and Ryan Caldwell, address the issues of global economic and financial de-coupling.



Consider A Global Watershed Opportunity
 
Ivy Investment Management Co. examines the investment implications of increased global demand for clean water for consumer and industrial use from the deserts of Arabia to the growing cities of China. 
 

A Note on the Recent Turbulence in Global Financial Markets
TIAA-CREF discusses typically characteristics during elevated market volatility and makes suggestions to keep on track with your long-term investment goals.
 


Fasten Your Seatbelts
Charles Schwab's Senior Vice President and Chief Investment Strategist, Liz Ann Sonders, reflects on historical market opening gaps and forecasts her opinion on what's to come.
 


Worst Sell-Offs Were Often Followed by Rallies
Fidelity takes a look at past short-term losses and their rebounds.
 


Don't Let Emotion Obstruct Participation when a Recovery Begins
David Joy, Chief Market Strategist for RiverSource Investments, shares thoughts on the Federal Rate cuts and the weeks ahead.
 


The Danger of Reacting to Market Volatility
Gus Sauter, Vanguard's Chief Investment Officer, outlines the reasons why reacting to market fluctuations and trying to time the market are mistakes..
 


Recession and the Stock Market: Timing is Everything
Vanguard Economist Joseph Davis examines past recessionary economic periods and the correlation to stock market returns. 
 


When Volatility Happens, Quality Matters 
Barry Ogden, portfolio manager of Ivy Capital Appreciation Fund, and the team of Daniel P. Becker and Philip J. Sanders, portfolio managers of Ivy Large Cap Growth Fund, discuss large company growth investing and recent overall stock market conditions.


Global Rebalancing: The Center of the World is Changing 
Michael L. Avery, Daniel J. Vrabac and Ryan Caldwell, portfolio managers of Ivy Asset Strategy Fund, provide details of recent team member visits to companies in India and the United Arab Emirates. 


A Tale of Two Real Estate Markets 
Diane Coe Dercher, Senior Vice President and Chief Economist at Waddell & Reed, and Joseph Betlej, portfolio manager of Ivy Real Estate Securities Fund, discuss the current property market and securities environment for the residential and commercial real estate sectors.
 


Reflections of an Investment Veteran
George Roche, who recently retired after a 38-year career with T. Rowe Price in which he served as president and chairman for the last decade, shares his perspective on a range of investment topics.
 


Chairman's Corner: The Return of Simplicity
Vanguard Chairman John Brennan reviews the trend toward and highlights the benefits of simplified investing.
 

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