Virtus’ 2019 thought leadership content illustrates how trends are shaping the markets and ways to address them. You will find actionable insights on issues influencing the equity, fixed income, and alternative markets to inform client conversations and portfolio allocation decisions.
Here is a recap of select thought leadership pieces from 2019:
Emerging Markets for the Long Haul: The Small-Cap Opportunity:
Long-term investors know that volatility is the norm, and that the emerging markets asset class—particularly small-caps— can be an important component of a well-diversified portfolio, thanks to improving fundamentals and the potential for outperformance.
Mid-Caps: At the Center of Attention: Explore the key attributes of mid-cap investing, and use our interactive tool to see how an allocation to mid-caps may improve an equity portfolio’s performance and mitigate risk over time.
Why "Home Bias" is Shortsighted: In today’s global economy, thriving companies aren’t bound by geography. Investing beyond one’s own borders may benefit performance over the longer run.
Activate Your Fixed Income: Amid growing uncertainty, investors have shown greater interest in bond funds but must contend with a variety of risks as central banks continue to implement unprecedented negative rate policies and the Fed remains accommodative.
Field of Yields: Harvest Tips for Income Investors: With rising corporate debt, increasing leverage, declining rates, and a slowing economy, where do risk-averse investors turn for income? Virtus investment professionals weigh the options.
Investment Tips on a Subzero Yield Environment: How can advisors build a portfolio that balances client needs for inflation-protected income and growth over time in a low rate environment? Read a roundup of Virtus viewpoints.
Preferred Stocks: A Strong Case for Active Management: A structurally flawed benchmark index has proven a fertile ground for active managers. Find out where they are finding opportunities that passive managers might have missed.
Senior Loans: A Strong Case for Active Management: Active managers of senior loans who have produced strong risk-adjusted returns over time have the potential to help investors build portfolio resiliency, particularly in the later stages of the business cycle.
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