KAR Portfolio Manager Chris Armbruster, CFA, discusses Q2 performance of the KAR Mid Cap Sustainable Growth strategy, the importance of company fundamentals to long-term performance, and inflation expectations.
Listen to the interview series featuring our investment professionals’ thoughts on economic trends and current market events.
On a recent call with advisors, Joe Terranova provides his latest insights on inflation, excessive leverage, opportunities for economic growth, and how to view portfolio construction in light of the current environment.
KAR CIO Doug Foreman discusses market performance, the American Jobs Plan, international opportunities, and other timely topics.
Vontobel portfolio manager Ramiz Chelat discusses global stock valuations, structural growth trends, opportunities in semiconductors, and ESG issues.
Vontobel portfolio manager Jin Zhang addresses inflationary pressures and helps investors navigate Chinese and Latin American markets.
Vontobel portfolio manager David Souccar discusses the risks of hedging inflation with cyclicals and commodities and how quality companies can withstand inflationary pressures.
Chris Armbruster, portfolio manager with Kayne Anderson Rudnick, discusses the prevalence of innovative disruptors in the mid-cap segment and the growth opportunity for long-term investors.
Joe Dennison, co-portfolio manager of the Virtus Zevenbergen Innovative Growth Stock Fund, explains why innovative and disruptive companies are an attractive opportunity for long-term investors.
NFJ CIO John Mowrey fields questions about the firm’s innovative quality approach to value investing, today’s speculative market environment, and areas of opportunity for value equity investors.
In an interview with Virtus’ Head of Distribution, Barry Mandinach, Michael Kirkpatrick, Managing Director and Senior Portfolio Manager at Seix Investment Advisors, discusses his solid fundamental outlook for high yield and the potential benefits of investing in the asset class.
Portfolio Managers from select Virtus affiliates and subadvisers share their latest thoughts on the prospects for inflation and how certain asset classes may help protect portfolios in an inflationary environment.
On a recent call with advisors, Joe Terranova provides his observations on capital markets. Discussion topics include: thoughts on deploying capital at current equity valuation levels; potential sustainability and durability of the economic expansion; prospects for inflation and how to construct portfolios in light of a possible inflationary environment.
Portfolio managers from Allianz Global Investors’ Income & Growth Strategies Team highlight potential benefits of investing in convertible securities, high yield bonds, and large cap equities.
In a recent call with financial professionals, Virtus’ Chief Market Strategist Joe Terranova discusses the idea of an “investment renaissance,’ the Biden administration, and the perception vs. reality of inflation in the U.S.
Listen to Joe Terranova discuss recent market events and the Terranova U.S. Quality Momentum Index
with Nate Geraci.*
2020 was a memorable year for the world’s equity markets, taking investors on a wild ride from start to finish. Investment professionals from Vontobel Asset Management, Sustainable Growth Advisers, and Kayne Anderson Rudnick reflect on the market-moving events of the past year and discuss their expectations for international equities in 2021.
Listen to Joe Terranova discuss lessons of 2020 and the origins of quality momentum with Michael Batnick and Ben Carlson.*
Three CIOs from Virtus affiliates discuss their latest thoughts as we head into 2021.
David Albrycht, CFA, President and Chief Investment Officer of Newfleet Asset Management, provides a synopsis of the firm’s 2021 outlook in a brief video.
Listen to Joe Terranova discuss the year-end melt up and the mechanics of quality momentum with Josh Brown.
Investment advisors, bloggers, authors, and podcasters Ben Carlson, CFA, and Michael Batnick, CFA, provide bold perspectives and keen insights in a recent discussion with Virtus’ Head of Distribution Barry Mandinach.
KAR CIO Doug Foreman, CFA, talks with Joe Terranova, Virtus’ chief market strategist, about the U.S. election and the implications for equity markets.
Jim Keegan, CIO for Seix Investment Advisors, sits with Virtus’ Chief Market Strategist Joe Terranova for a brief discussion on the election outcome and what it means for Seix’s investment grade strategies—and why security selection will be paramount going forward.
David Grumhaus provides his latest post-election thoughts, focusing in on Duff & Phelps’ real estate strategies. In this timely podcast, Grumhaus discusses how election results may affect stock and bond markets, along with opportunities in global real estate markets with Virtus’ Chief Market Strategist, Joe Terranova.
David Albrycht provides his latest thoughts on the economy and Newfleet’s multi-sector strategies in light of the U.S. election. In this timely podcast, Albrycht discusses current risks and opportunities in the fixed income market with Virtus’ Chief Market Strategist, Joe Terranova.
George Goudelias discusses the U.S. election results and potential implications for leveraged loans in this timely discussion with Virtus’ Chief Market Strategist, Joe Terranova.
In a conversation with Virtus’ Chief Market Strategist Joe Terranova, Head of Virtus ETFs’ Bill Smalley, and Head of Leveraged Finance at Virtus investment affiliate Seix Investment Advisors’ George Goudelias discuss the landscape for income investing and potential solutions.
Joe Terranova, Senior Managing Director and Chief Market Strategist at Virtus Investment Partners, discusses the shape of the economic recovery, potential impacts of the U.S. election, and long-term expectations for the market.
In a conversation with Virtus’ Chief Market Strategist Joe Terranova, Wellington Management Company's Christy Capriccio discusses a different take on approaching international dividend investing.
Seth Kadushin, Portfolio Manager and Director of Capital Markets, sits down with Finian O’Shea, an industry ranked Wells Fargo Securities’ Private Credit and Business Development Company sector analyst, to discuss this complex asset class.
In a live call with advisors, Seix Investment Advisors’ Chief Investment Officer, Jim Keegan, provides his latest thoughts on Fed policy and the macro environment.
In a conversation with Virtus’ Chief Market Strategist Joe Terranova, Seix’s Head of Leveraged Finance, George Goudelias, addresses common questions about the loan market and where he sees potential opportunities.
Joe Terranova, Senior Managing Director and Chief Market Strategist at Virtus Investment Partners, discusses the latest market developments in an interview with Barry Mandinach, Executive Vice President and Head of Distribution.
Vontobel Asset Management CIO Matt Benkendorf offers his perspective on recent global volatility and the impact on Vontobel’s international, global, and emerging markets portfolios. He fields questions from financial advisors on the impact of the pandemic on global markets.
One in a series of Volatility in Perspective updates from Virtus affiliated managers discussing how the coronavirus crisis is affecting capital markets and their portfolios. KAR CIO Doug Foreman and portfolio managers Jon Christensen and Craig Thrasher offer perspective on the global volatility, how KAR’s quality-driven equity portfolios are faring, and field a range of questions on the impact of the pandemic on U.S. and international equities.
In this recorded interview, Kayne Anderson Rudnick CIO Doug Foreman discusses opportunities in the mid-cap equity space and the high-quality strategy behind the Virtus KAR Mid-Cap Growth Fund, which he has managed since 2012.
Kishore Rao, portfolio manager and analyst at Sustainable Growth Advisers (SGA), speaks with Joe Terranova, Virtus’ chief market strategist, about the market’s performance in the context of its historical behavior, dealing with volatility by focusing on high-quality, sustainable growth companies in the U.S. and around the world, and why ESG (environmental, social, and governance) factors are an integral component of SGA’s investment process.