Virtus Viewpoints
Virtus investment partners share their economic and market insights through timely written commentary, providing investors a variety of ways to access the our portfolio managers’ current perspectives.
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.
Q4 Market Review & Outlook
A New Year, A New Decade
Q4 Market Review & Outlook - Tax‑Exempt
Record-Setting Mutual Fund Inflows
Q4 Market Review & Outlook - Multi Sector
Value in Spread Sectors; Credit Selection is Key
Q4 Investment Grade Taxable and Tax-Exempt Fixed Income
Greater Liquidity, Lower Volatility, and an Insatiable Reach for Yield
Q4 Leveraged Finance
CCC Leads High Yield in 4Q; Loans Finish Strong; Quality Beckons
Q4 Market Review & Outlook
Global Equities: Turning of the Tide?
Quarterly Commentaries
- Product
- Current Commentary
- Asset Class
- Investment Partner
- Symbol
| Product | Current Commentary | Asset Class | Investment Partner | Symbol |
|---|---|---|---|---|
| Virtus Ceredex Large-Cap Value Equity Fund | Equity | Ceredex Value Advisors LLC | SVIIX 92837F524 SVIFX 92837F516 STVTX 92837F490 STVZX 92837F482 | |
| Virtus Ceredex Mid-Cap Value Equity Fund | Equity | Ceredex Value Advisors LLC | SAMVX 92837F474 SMVFX 92837F466 SMVTX 92837F458 SMVZX 92837F441 | |
| Virtus Ceredex Small-Cap Value Equity Fund | Equity | Ceredex Value Advisors LLC | SASVX 92837F433 STCEX 92837F425 SCETX 92837F417 VVERX 92837X665 | |
| Virtus Duff & Phelps Global Infrastructure Fund | Alternative | Duff & Phelps Investment Management Co. | PGUAX 92828R826 PGUCX 92828R818 PGIUX 92828R792 VGIRX 92828W221 | |
| Virtus Duff & Phelps Global Real Estate Securities Fund | Alternative | Duff & Phelps Investment Management Co. | VGSAX 92828R412 VGSCX 92828R396 VGISX 92828R388 VRGEX 92828W239 | |
| Virtus Duff & Phelps Real Estate Securities Fund | Alternative | Duff & Phelps Investment Management Co. | PHRAX 92828R586 PHRCX 92828R560 PHRIX 92828R552 VRREX 92828W528 | |
| Virtus Herzfeld Fund | Asset Allocation | Thomas J. Herzfeld Advisors | VHFAX 92828W874 VHFCX 92828W866 VHFIX 92828W858 | |
| Virtus KAR Emerging Markets Small-Cap Fund | International/Global | Kayne Anderson Rudnick Investment Management, LLC | VAESX 92828W627 VCESX 92828W619 VIESX 92828W593 VRESX 92828W189 | |
| Virtus KAR International Small-Cap Fund | International/Global | Kayne Anderson Rudnick Investment Management, LLC | VISAX 92828W841 VCISX 92828W833 VIISX 92828W825 VRISX 92828W551 | |
| Virtus KAR Mid-Cap Core Fund | Equity | Kayne Anderson Rudnick Investment Management, LLC | VMACX 92828N114 VMCCX 92828N122 VIMCX 92828N130 VRMCX 92828N262 | |
| Virtus KAR Mid-Cap Growth Fund | Equity | Kayne Anderson Rudnick Investment Management, LLC | PHSKX 92828N767 PSKCX 92828N742 PICMX 92828N734 VRMGX 92828N254 | |
| Virtus KAR Small-Cap Core Fund | Equity | Kayne Anderson Rudnick Investment Management, LLC | PKSFX 92828N528 PKSAX 92828N551 PKSCX 92828N536 VSCRX 92828N429 | |
| Virtus KAR Small-Cap Growth Fund | Equity | Kayne Anderson Rudnick Investment Management, LLC | PSGAX 92828N627 PSGCX 92828N619 PXSGX 92828N593 VRSGX 92828N247 | |
| Virtus KAR Small-Cap Value Fund | Equity | Kayne Anderson Rudnick Investment Management, LLC | PQSAX 92828N684 PQSCX 92828N676 PXQSX 92828N668 VQSRX 92828N411 | |
| Virtus Newfleet Low Duration Core Plus Bond Fund | Fixed Income | Newfleet Asset Management, LLC | HIMZX 92828W346 PCMZX 92828W338 HIBIX 92828W320 VLDRX 92828W197 | |
| Virtus Newfleet Multi-Sector Intermediate Bond Fund | Fixed Income | Newfleet Asset Management, LLC | NAMFX 92828R677 NCMFX 92828R651 VMFIX 92828R289 VMFRX 92828W544 | |
| Virtus Newfleet Multi-Sector Short Term Bond Fund | Fixed Income | Newfleet Asset Management, LLC | NARAX 92828R644 PSTCX 92828R628 PMSTX 92828R594 PIMSX 92828R610 VMSSX 92828W247 | |
| Virtus Newfleet Senior Floating Rate Fund | Fixed Income | Newfleet Asset Management, LLC | PSFRX 92828R545 PFSRX 92828R537 PSFIX 92828R529 VRSFX 92828W254 | |
| Virtus Newfleet Tax-Exempt Bond Fund | Fixed Income | Newfleet Asset Management, LLC | HXBZX 92828W312 PXCZX 92828W296 HXBIX 92828W288 | |
| Virtus Seix Core Bond Fund | Fixed Income | Seix Investment Advisors LLC | STGIX 92837F102 STIGX 92837F300 STGZX 92837F409 SCIGX 92837F201 | |
| Virtus Seix Floating Rate High Income Fund | Fixed Income | Seix Investment Advisors LLC | SFRAX 92837F789 SFRCX 92837F771 SAMBX 92837F763 SFRZX 92837F755 | |
| Virtus Seix High Grade Municipal Bond Fund | Fixed Income | Seix Investment Advisors LLC | SFLTX 92837F631 SCFTX 92837F623 | |
| Virtus Seix High Income Fund | Fixed Income | Seix Investment Advisors LLC | SAHIX 92837F748 STHTX 92837F722 STHZX 92837F714 STHIX 92837F730 | |
| Virtus Seix High Yield Fund | Fixed Income | Seix Investment Advisors LLC | HYPSX 92837F698 SAMHX 92837F672 HYIZX 92837F664 HYLSX 92837F680 | |
| Virtus Seix Investment Grade Tax-Exempt Bond Fund | Fixed Income | Seix Investment Advisors LLC | SISIX 92837F615 STTBX 92837F599 | |
| Virtus Seix Short-Term Municipal Bond Fund | Fixed Income | Seix Investment Advisors LLC | SMMAX 92837F565 CMDTX 92837F557 | |
| Virtus Seix Total Return Bond Fund | Fixed Income | Seix Investment Advisors LLC | CBPSX 92837F805 SAMFX 92837F870 SAMZX 92837F862 SCBLX 92837F888 | |
| Virtus Seix U.S. Government Securities Ultra-Short Bond Fund | Fixed Income | Seix Investment Advisors LLC | SIGVX 92837F821 SIGZX 92837F813 SSAGX 92837X681 | |
| Virtus SGA Global Growth Fund | International/Global | Sustainable Growth Advisers, LP. | SGAAX 92836N106 SGACX 92836N205 SGAPX 92836N304 SGARX 92836N403 | |
| Virtus Vontobel Emerging Markets Opportunities Fund | International/Global | Vontobel Asset Management | HEMZX 92828W387 PICEX 92828W379 HIEMX 92828W361 VREMX 92828W353 | |
| Virtus Vontobel Foreign Opportunities Fund | International/Global | Vontobel Asset Management | JVIAX 92828R859 JVICX 92828R842 JVXIX 92828R834 VFOPX 92828W569 | |
| Virtus Vontobel Global Opportunities Fund | International/Global | Vontobel Asset Management | NWWOX 92828R446 WWOCX 92828R420 WWOIX 92828W775 VRGOX 92828W213 | |
| Virtus Zevenbergen Innovative Growth Stock Fund | Equity | Zevenbergen Capital Investments LLC | SAGAX 92837F318 SCATX 92837F292 | |
| Name | Current Commentary | Asset Class | Investment Partners | CUSIP |
Looking for podcasts? Access the new Virtus.com/Our Thinking location for Virtus Voices.