Duff & Phelps
Duff & Phelps has been positioning its international equity strategy in a more cyclical direction, with financials a particular area of focus. The first round of the French election shines a new light on positive fundamentals underpinning the European banking sector, which have rallied strongly in recent days.
As quality growth investors, Vontobel Asset Management believes in managing consistently through the market cycle in order to allow managements to deliver the growth their franchises are capable of while minimizing the risks of market timing. Resisting the Sirens' song to trade into Value will allow compounding to unfold for those with long-term investment horizons.
Q&A with Erik Herzfeld, President, Thomas J. Herzfeld Advisors, subadviser to Virtus Herzfeld Fund. Though less familiar than other securities to many investors, closed-end funds offer the potential for attractive long-term returns with a volatility and correlation profile that may complement a basket of more-traditional holdings.
Kayne Anderson Rudnick
Stocks are off to a terrific start so far in 2017. However, the asset classes and equity sectors that benefited the most from Donald Trump’s surprise election cooled off and have lagged materially so far this year. KAR CIO Doug Foreman reviews market performance for the first quarter.
In this special commentary, Newfleet offers observations and outlook on the post-election environment.
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.