Virtus Market Reviews & Outlooks
Virtus investment partners share economic and market insights through written commentary, providing investors with timely perspectives on the equity, fixed income, and alternative investment markets.
Market Reviews
Virtus portfolio managers provide timely commentary regarding the prior quarter’s economic environment and market events, with a view to how these impact their market sector. Market Reviews include discussion of the portfolio managers’ outlook for the quarter and year ahead.
4Q23 Market Review & Outlook
A Game-Changing 2023
4Q23 Market Review & Outlook - Multi-Sector
Shifting rate cut expectations may create interesting opportunities
4Q23 Investment Grade
The Quarter of the Bond?
4Q23 Leveraged Finance
A strong 4Q rally resulted in a grab for risk assets
4Q23 Market Review & Outlook
Global Equities Deliver Best Quarter Since 2020
4Q23 Market Review & Outlook - Emerging Markets Debt
Inflation moderation and the prospect of an easing U.S. monetary policy
4Q23 Market Review & Outlook
Earnings, Positive Datapoints, and a Dovish Fed Contributed to Solid Q4
4Q23 Event-Driven Market Review & Outlook
Recent improvement in deal activity, themes to watch for, and potential increase in corporate activity
Quarterly Commentaries
Product | Asset Class | Investment Partner | Symbol | Current Commentary |
---|---|---|---|---|
The Merger Fund® | Alternative | Event Driven | Westchester Capital Management, LLC | MERFX 589509108MERIX 589509207 | |
Virtus Ceredex Large-Cap Value Equity Fund | Equity | Domestic Equity | Ceredex Value Advisors LLC | SVIIX 92837F524SVIFX 92837F516STVTX 92837F490STVZX 92837F482 | |
Virtus Ceredex Mid-Cap Value Equity Fund | Equity | Domestic Equity | Ceredex Value Advisors LLC | SAMVX 92837F474SMVFX 92837F466SMVTX 92837F458SMVZX 92837F441 | |
Virtus Ceredex Small-Cap Value Equity Fund | Equity | Domestic Equity | Ceredex Value Advisors LLC | SASVX 92837F433STCEX 92837F425SCETX 92837F417VVERX 92837X665 | |
Virtus Convertible Fund | Fixed Income | Hybrid | Voya Investment Management | ANNPX 92838V833ANZAX 92838V791ANNAX 92838V841ANZCX 92838V817ANCMX 92838V106VAADX 92838V353 | |
Virtus Duff & Phelps Global Real Estate Securities Fund | Alternative | Real Estate | Duff & Phelps Investment Management Co. | VGSAX 92828R412VGSCX 92828R396VGISX 92828R388VRGEX 92828W239 | |
Virtus Duff & Phelps Real Estate Securities Fund | Alternative | Real Estate | Duff & Phelps Investment Management Co. | PHRAX 92828R586PHRCX 92828R560PHRIX 92828R552VRREX 92828W528 | |
Virtus Duff & Phelps Water Fund | Specialty | Duff & Phelps Investment Management Co. | AWTAX 92838V494AWTCX 92838V486AWTPX 92838V478AWTIX 92838V460 | |
Virtus Income & Growth Fund | Multi-Asset | Voya Investment Management | AZNAX 92837N584AZNCX 92837N576AZNIX 92837N535AIGPX 92837N543 | |
Virtus KAR Emerging Markets Small-Cap Fund | Equity | International Equity | Kayne Anderson Rudnick Investment Management, LLC | VAESX 92828W627VCESX 92828W619VIESX 92828W593VRESX 92828W189 | |
Virtus KAR International Small-Mid Cap Fund | Equity | International Equity | Kayne Anderson Rudnick Investment Management, LLC | VISAX 92828W841VCISX 92828W833VIISX 92828W825VRISX 92828W551 | |
Virtus KAR Mid-Cap Core Fund | Equity | Domestic Equity | Kayne Anderson Rudnick Investment Management, LLC | VMACX 92828N114VMCCX 92828N122VIMCX 92828N130VRMCX 92828N262 | |
Virtus KAR Mid-Cap Growth Fund | Equity | Domestic Equity | Kayne Anderson Rudnick Investment Management, LLC | PHSKX 92828N767PSKCX 92828N742PICMX 92828N734VRMGX 92828N254 | |
Virtus KAR Small-Cap Core Fund | Equity | Domestic Equity | Kayne Anderson Rudnick Investment Management, LLC | PKSFX 92828N528PKSAX 92828N551PKSCX 92828N536VSCRX 92828N429 | |
Virtus KAR Small-Cap Growth Fund | Equity | Domestic Equity | Kayne Anderson Rudnick Investment Management, LLC | PSGAX 92828N627PSGCX 92828N619PXSGX 92828N593VRSGX 92828N247 | |
Virtus KAR Small-Cap Value Fund | Equity | Domestic Equity | Kayne Anderson Rudnick Investment Management, LLC | PQSAX 92828N684PQSCX 92828N676PXQSX 92828N668VQSRX 92828N411 | |
Virtus KAR Small-Mid Cap Core Fund | Equity | Domestic Equity | Kayne Anderson Rudnick Investment Management, LLC | VKSAX 92828N221VKSCX 92828N213VKSIX 92828N197VKSRX 92828N189 | |
Virtus KAR Small-Mid Cap Growth Fund | Equity | Domestic Equity | Kayne Anderson Rudnick Investment Management, LLC | VAKSX 92836N817VCKSX 92836N791VIKSX 92836N783VRKSX 92836N775 | |
Virtus Newfleet Low Duration Core Plus Bond Fund | Fixed Income | Multi-Sector | Newfleet Asset Management | HIMZX 92828W346PCMZX 92828W338HIBIX 92828W320VLDRX 92828W197 | |
Virtus Newfleet Multi-Sector Short Term Bond Fund | Fixed Income | Multi-Sector | Newfleet Asset Management | NARAX 92828R644PSTCX 92828R628PMSTX 92828R594PIMSX 92828R610VMSSX 92828W247 | |
Virtus Newfleet Senior Floating Rate Fund | Fixed Income | Leveraged Finance | Newfleet Asset Management | PSFRX 92828R545PFSRX 92828R537PSFIX 92828R529VRSFX 92828W254 | |
Virtus Newfleet Short Duration High Income Fund | Fixed Income | Leveraged Finance | Newfleet Asset Management | ASHAX 92838V544ASHCX 92838V536ASHIX 92838V510ASHPX 92838V528ASHSX 92838V643 | |
Virtus NFJ Emerging Markets Value Fund | Equity | International Equity | NFJ Investment Group, LLC | AZMAX 92838V395AZMCX 92838V387AZMIX 92838V361AZMPX 92838V379 | |
Virtus NFJ Mid-Cap Value Fund | Equity | Domestic Equity | NFJ Investment Group, LLC | PQNCX 92837N261PQNAX 92837N279PRAAX 92837N212PRNIX 92837N220ANRPX 92837N238ANPRX 92837N246 | |
Virtus Seix Floating Rate High Income Fund | Fixed Income | Leveraged Finance | Seix Investment Advisors | SFRAX 92837F789SFRCX 92837F771SAMBX 92837F763SFRZX 92837F755 | |
Virtus Seix High Yield Fund | Fixed Income | Leveraged Finance | Seix Investment Advisors | HYPSX 92837F698SAMHX 92837F672HYIZX 92837F664 | |
Virtus Seix Total Return Bond Fund | Fixed Income | Multi-Sector | Seix Investment Advisors | CBPSX 92837F805SAMFX 92837F870SAMZX 92837F862 | |
Virtus Seix U.S. Government Securities Ultra-Short Bond Fund | Fixed Income | Investment Grade | Seix Investment Advisors | SIGVX 92837F821SIGZX 92837F813SSAGX 92837X681 | |
Virtus SGA Global Growth Fund | Equity | Global Equity | Sustainable Growth Advisers, LP | SGAAX 92836N106SGACX 92836N205SGAPX 92836N304SGARX 92836N403 | |
Virtus Westchester Credit Event Fund | Alternative | Event Driven | Westchester Capital Management, LLC | WCFRX 95737C707WCFIX 95737C806 | |
Virtus Westchester Event-Driven Fund | Alternative | Event Driven | Westchester Capital Management, LLC | WCERX 95737C509WCEIX 95737C608 | |
Virtus Zevenbergen Innovative Growth Stock Fund | Specialty | Zevenbergen Capital Investments LLC | SAGAX 92837F318SCATX 92837F292VZGRX 92837X640 | |
Name | Asset Class | Investment Partner | CUSIP | Current Commentary |