Replay: CIO Insights Call with David Albrycht of Newfleet Asset Management
David L. Albrycht, CFA
President and Chief Investment
Newfleet Asset Management, LLC
David Albrycht, President and Chief Investment Officer of Newfleet Asset Management, speaks with Joe Terranova, Chief Market Strategist of Virtus Investment Partners. Dave and Joe discuss the 2018 bond market, global and emerging market debt, and capital market expectations for the year ahead. Dave shares his views on corporate credit conditions and the leveraged finance market, as well as where he identifies opportunities for Newfleet’s multi-sector bond portfolios.
Newfleet 2019 Fixed Income Market Outlook
Virtus Newfleet Multi-Sector Short Term Bond Enhanced Fact Sheet
Considering a Short Duration Strategy? Consider This.
Virtus Newfleet Low Duration Enhanced Fact Sheet
Newfleet's 4Q18 Virtus Viewpoints 4Q18 Market Review
IMPORTANT RISK CONSIDERATIONS
Credit & Interest: Debt securities are subject to various risks, the most prominent of which are credit and interest rate risk. The issuer of a debt security may fail to make interest and/or principal payments. Values of debt securities may rise or fall in response to changes in interest rates, and this risk may be enhanced with longer-term maturities. Foreign & Emerging Markets: Investing internationally, especially in emerging markets, involves additional risks such as currency, political, accounting, economic, and market risk. High Yield-High Risk Fixed Income Securities: There is a greater level of credit risk and price volatility involved with high yield securities than investment grade securities. ABS/MBS: Changes in interest rates can cause both extension and prepayment risks for asset- and mortgage-backed securities. These securities are also subject to risks associated with the repayment of underlying collateral. Bank Loans: Loans may be unsecured or not fully collateralized, may be subject to restrictions on resale and/or trade infrequently on the secondary market. Loans can carry significant credit and call risk, can be difficult to value, and have longer settlement times than other investments, which can make loans relatively illiquid at times. Prospectus: For additional information on risks, please see the fund’s prospectus.
Holdings sited represent the following percent of the Virtus Newfleet Multi-Sector Short Term Bond Fund as of 12/31/2018: Anheuser-Busch InBev Worldwide Inc., 3.5369% 01/12/2024; 0.08%, AT&T Inc., 3.9559% 06/12/2024; 0.33%, Comcast Corp., 3.9500% 10/15/2025; 0.12%, CVS Health Corp., 3.7000% 03/09/2023; 0.24%, Verizon Communications Inc., 3.7161% 05/15/2025; 0.39%.
Virtus Investment Partners provides this communication as a matter of general information. The opinions stated herein are those of the author and not necessarily the opinions of Virtus, its affiliates, or its sub advisers. Portfolio managers at Virtus make investment decisions in accordance with specific client guidelines and restrictions. As a result, client accounts may differ in strategy and composition from the information presented herein. Any facts and statistics quoted are from sources believed to be reliable, but they may be incomplete or condensed and we do not guarantee their accuracy. This communication is not an offer or solicitation to purchase or sell any security, and it is not a research report. Individuals should consult with a qualified financial professional before making any investment decisions.
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