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Understand Markets

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Modern global capital markets are incalculably complex. However, we must still attempt to navigate them in order to achieve good financial outcomes. Virtus offers perspective on understanding markets more clearly.

Vital Signs_Tab

Brief and colorful insights focused on major market trends.
z - Cover Image: 2019 3Q Vital Signs: What a Difference a Decade Makes
2019 Q3 Vital Signs: What a Difference a Decade Makes

Ten years may sound like “long term” investing, unless you’re talking about the 10 years ended September 30, 2019. Without the bear market of 2008-09 in your time frame, the view becomes incredibly rosy. A 20-year lookback provides much-needed perspective.

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z - Cover Image: Vital Signs 2Q19: Running in Place
2019 Q2 Vital Signs: Running in Place

Staying invested whether the markets are trending up, down, or staying flat is easier said than done. A diversified portfolio of managers who seek to deliver a smoother ride may help keep you from getting exercised about market gyrations.

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z - Cover Image: Vital Signs: The Indexing Sugar Rush
2019 Q1 Vital Signs: The Indexing Sugar Rush

We’ve recently experienced a market in which the rising tide of global central bank easing has lifted virtually all boats. With everything going up regardless of price or quality, has diversification through active management lost its sheen? The rolling returns for the S&P 500 Index provide a crystal-clear illustration of the reality of market cycles.

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z - Cover Image: 4Q 2018 Vital Signs: The End of an Era: 2018 in Perspective
2018 Q4 Vital Signs: End of an Era - 2018 in Perspective

2018 marked the first down year for the U.S. equity market since 2008. The 2009-2017 stretch ties as the longest annual winning streak in market history. Until the fourth quarter, markets were buoyant, but political instability at home and abroad, rising interest rates, and a potential growth slowdown rattled global markets. Other than cash, all asset classes ranged between flat and down.

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1,000 Words Tab

A picture is worth a thousand words. In each issue, we present one insight on a range of market, investment strategy, and behavioral topics. The 1000 Words Series is designed to provoke insightful and memorable conversations.
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1,000 Words - Compounding, Actually

Long-term compounding is a powerful source of wealth creation, but we sometimes neglect how significantly it can be interrupted by losses.

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z - Cover Image: 1,000 Words - The Bond See-Saw
1,000 Words - The Bond See-Saw

One of the most important but perplexing relationships in finance is that interest rates and bond prices move in opposite directions.

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z - Cover Image: 1,000 Words - Forks in the Road
1,000 Words - Forks in the Road

Personal finance is all about decisions.

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z - Cover Image: 1,000 Words - The Reality of Risk
1,000 Words - The Reality of Risk

One of the more dangerous ideas in finance is that taking more risk produces higher returns. That's false.

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z - Cover Image: 1000 Words - From Worst to First
1,000 Words - From Worst to First

How can you hold a winning portfolio without being able to predict the future? Spread your bets.

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Market leadership changes from year to year and predicting the winning style is impossible. These tables highlight the importance of diversification.
Elements of Diversification - Asset Classes Image
Elements of Diversification - Asset Classes

Asset class leadership changes year after year— but it’s not possible to predict future winners.
Diversification is the answer.

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Elements of Diversification - Country Image
Elements of Diversification - Countries

Country leadership changes year after year — but it’s not possible to predict future winners.
Diversification is the answer.

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Elements of Diversification - Sector Image
Elements of Diversification - Sectors

Sector leadership changes year after year — but it’s not possible to predict future winners.
Diversification is the answer.

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