An essential part of any professional portfolio management approach is a structured and consistent process for buying and selling securities. It is consistently-applied buy- and sell-disciplines, anchored on robust and repeatable research and portfolio construction processes, that distinguishes great professional money managers from good ones.
For investors who draw regular cash flow from their investments, capital preservation is equally important as growth, if not more so. Due to Mackenzie Ivy Team’s focus on protecting capital, Mackenzie Ivy Foreign Equity has experienced outperformance with better-than-market downside protection over the long term.
Capital preservation is key for investors who draw regular income from their investments. Learn how the Mackenzie Ivy Canadian Balanced Fund/Class is uniquely positioned to protect on the downside.
Capital preservation is key for investors who draw regular income from their investments. Learn how the Mackenzie Ivy Global Balanced Fund/Class are uniquely positioned to protect on the downside.
Balanced funds can anchor a portfolio by diversifying across equities, bonds and cash for consistent performance and risk management. Learn how balance can strengthen your portfolio’s core.
Consistency of investment returns is crucial to the stability of an investor’s capital growth over time. Learn how Mackenzie Ivy Foreign Equity Fund has given investors a consistent investment experience over many market cycles.
April 30, 2018
So far in 2018 equity markets have experienced a dramatic uptick in volatility coupled with multi-year performance lows across regions. Markets peaked around the end of January and found their most recent bottom some time during the trading day on February 9. During that period, the MSCI World Index declined about 7% in CAD terms (using end-of-day levels).
March 15, 2018
Global equity valuations are above their 20-year averages. Daniel Arsenault, Investment Director with the Mackenzie Ivy Team discusses these valuations and what they means for investors.
September 12, 2017
Global equity valuations are higher than their 20-year averages so investors can position portfolios for a potential correction.
Emotional investing can leave some investors on the sidelines when the market makes gains. Learn why it is best to stay invested over the long run.
A resource for both advisors and investors, the Ivy Quarterly gives perspective on the portfolios, investment philosophy and holdings in a comprehensive format. The Ivy Team discusses world markets and where they are finding value today.
December 31, 2018 Bookmark the Web Page, Ivy Quarterly Review Add to My Bookmarks
US markets had a very strong Q4 and year in 2018. The market appears to have evolved from one being stubbornly pushed higher by unrelenting Central Bank efforts to one that is self-sustaining and accelerating in its upward momentum.
Global equity markets continued its positive trend in the third quarter in 2018. U.S. market was strong which continued to be driven by the Information Technology sector. Both European and Asian markets were modestly higher in the quarter, but the gains were muted when measured in Canadian dollar terms. Canadian market lagged the global markets, with the S&P/TSX Composite Index returned slightly negative during the period.
We are often asked how much of a market correction it would take for us to deploy our cash and be fully invested. The tongue and cheek answer is none. We are not necessarily waiting on a broad-based correction to deploy more cash, rather a sufficient number of reasonably priced Ivy-type companies would suffice.
U.S. markets experienced some volatility for the first time after a record-breaking run of subdued volatility. The current bull market is the second longest in history at 107 months and is third in amplitude at a 306.5% total gain from the March 9, 2009 low to January 26th when the most recent high was made.