Insights

Is the Trump Bump Becoming the Trump Dump?

04/11/2017
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.

Asset Allocation in a Trump Market [Paper]

03/13/2017
Kayne Anderson Rudnick
A review of the post-election stock market rally and why now may be a good time to review your portfolio with your financial advisor.

Small-Cap Market Review & Outlook with KAR CIO Doug Foreman [Podcast]

02/21/2017
Kayne Anderson Rudnick
Doug Foreman, CIO of Kayne Anderson Rudnick, discusses the performance of U.S. and foreign small-cap stocks in 2016 and the outlook for 2017.

Q4 Review: Small Cap Core Portfolio [Podcast]

02/10/2017
Jon K. Christensen, CFA, Portfolio Manager, Kayne Anderson Rudnick
A summary of the Small Cap Core strategy's performance in the fourth quarter of 2016.

2016 Market Review, 2017 Outlook [Podcast]

02/05/2017
Douglas S. Foreman, CFA, Chief Investment Officer
Douglas S. Foreman, CFA, Chief Investment Officer of Kayne Anderson Rudnick Investment Management, reviews the performance of equity markets in 2016, and the firm’s outlook for 2017.

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.