Financial Professionals


The Realities of Whipsaw Risk

Rampart Investment Management Company, LLC
Under certain market conditions, price action can become irrational. One such price action is known as a “whipsaw," a large downward/upward move quickly followed by a rebound or recovery, such as the S&P 500 Index experienced this summer in the aftermath of the “Brexit” vote. A close look at the historical track record shows that whipsaws are, in fact, rare.

November Market Insights with Joe Terranova [Podcast]

Vital Signs
Virtus Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA discuss current happenings in the global markets.

Waiting on a Trend: Sector Leadership in the Current Market

Rampart Investment Management Company, LLC
Trend-based investment strategies thrive on strong market leadership. Variability in market leadership is higher than it has been since 2000, which creates enormous challenges when attempting to identify and profit from trends.

The Myth of Consistency

Brian Portnoy
Winning over time doesn’t mean winning all the time.

Q3 2016: Walls of Worry

Vital Signs
In Q3, global stock and bond markets steadily climbed “walls of worry.” We like higher asset prices, but market correlations have also increased sharply, making true diversification harder to achieve.

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.