Opportunities, concerns, and possible surprises with upside potential for the year ahead, as viewed by Newfleet’s sector specialists.
Bond market liquidity has not declined to the worrisome extent the media portrays. While the situation requires close attention, there’s no need to panic, and may even present opportunities for value investors.
Gavin Counsell, FIA, Senior Portfolio Manager, Multi-Asset, Aviva Investors
New year, same old (volatility) story. Brief but timely thoughts on the recent market unrest.
Doug Foreman, CIO, Kayne Anderson Rudnick
We are no longer in a strong rising tide that lifts all boats type of environment. Stock picking really matters.
Don’t let a “meh” year in the markets disappoint. Putting 2015 into perspective.
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.