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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: 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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z - Cover Image: 3Q 2018 Vital Signs: Following the Leaders
2018 Q3 Vital Signs: Following the Leaders

Nearly a decade into the post-2008 crisis era, this bull market has featured not just sizable returns and relatively little volatility, but strong leadership from a group of powerful, headline-grabbing companies: the “FAANG” stocks (Facebook, Apple, Amazon, Netflix, Google). Diversified portfolios can own these stock market darlings, but are not structured to keep pace with them.

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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.
z - Cover Image: 1000 Words - From Worst to First
1000 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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z - Cover Image: 1,000 Words - Di-worse_ification
Di-worse-ification?

Diversification isn’t working! Such has been the widespread complaint among many investors.

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z - Cover Image: 1K Words - The Reality of Risk
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: 1K Words - Roller Coasters
Roller Coasters

Following the intense volatility of the great crisis in 2008-09, the current bull market has been mostly smooth sailing for nearly a decade.

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z - Cover Image: 1,000 Words - The Bond See-Saw
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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Market leadership changes from year to year and predicting the winning style is impossible. These tables highlight the importance of diversification.
z - Cover Image: Elements Chart - Asset Class Diversification
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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z - Cover Image: Elements Chart - Country Diversification
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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z - Cover Image: Elements Chart - Sector Diversification
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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