Financial Professionals


Assets in Wonderland: 2016 in Perspective

Vital Signs
Market insights on the performance of capital markets in Q4 and full-year 2016. From its March 2009 bottom through the end of 2016, the S&P 500 gained 291%. However, most investors did not capture such massive returns.

5 Questions about the Stellar Year in Small Caps

Kayne Anderson Rudnick
KAR CIO Doug Foreman, CFA, addresses investor questions about the recent rally in small-cap stocks.

Extracting Value from Volatility

Warun Kumar, Michael Davis, Brendan Finneran, and Bob Hofeman
In the search for outperformance, investors commonly lean towards lower volatility stocks. However, volatility can be accessed more precisely to add uncorrelated, incremental returns to a portfolio. Strategies that access the "Volatility Risk Premium" have become a compelling tool for investors.

2017 Fixed Income Market Outlook

Newfleet Asset Management
What do fixed income markets hold for investors in 2017? Despite the uncertainty related to the incoming president-elect, many of the challenges that characterized 2016 remain in place. Newfleet offers a guide to fixed income sectors for the year ahead and the opportunities that exist.

[Podcast] Q4 Global Equities Review with Vontobel CIO

Vontobel CIO Matthew Benkendorf, CFA,discusses global equity markets and the Virtus Emerging Markets Opportunities and Foreign Opportunities Funds, with Barry Mandinach, Executive Vice President and Head of Distribution at Virtus.

Past performance is not a guarantee of future results.

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 subadvisers. 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.