In this quick-hitting video, portfolio managers from across Virtus affiliates and subadvisers address questions on timely global investing topics: why diversify outside the U.S., headwinds and tailwinds, areas of opportunity (EM debt, China, small-cap stocks, REITs), big data, and active management. Introduced by Virtus Chief Market Strategist Joe Terranova.
In today’s global economy, thriving companies aren’t bound by geography — not in where they are headquartered nor from where they derive their income. Vontobel Asset Management discusses why investing beyond one’s own borders may benefit performance over the longer run. Includes a brief discussion of the Virtus Vontobel Global Opportunities Fund.
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NFJ Investment Group CIO John Mowrey speaks with Virtus Chief Market Strategist Joe Terranova about the current opportunity in emerging markets equities and NFJ’s quality value approach to investing in the EM space.
A weakening dollar may help drive returns in emerging markets equities, says Kunal Ghosh, CIO and portfolio manager at Virtus Systematic, a Virtus equity affiliate.
Emerging markets offer a vast opportunity set for investors seeking increased exposure to international equities beyond developed markets.
Only a narrow set of companies can surpass the majority. Matt Benkendorf, CIO of Vontobel’s Quality Growth Boutique, reveals the sectors and world regions where he and his team believe the next market-beating anomalies could be found in 2023.
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After years of stringent local lockdowns, Chinese citizens can now go about their everyday lives and travel freely in their country. Restrictions on international travel have also been loosened. The Vontobel Quality Growth Boutique considers whether a "return to normal" will be a straight path for China and what that could mean for investors.
Jim Craige, CFA, Chief Investment Officer and Head of Emerging Markets at Stone Harbor, recently sat down with Jim Jessup, Chief Income Strategist with Virtus ETFs, to discuss the environment for EM debt with a specific focus on the potential opportunity within EM high yield bonds.
Vontobel Quality Growth Boutique’s investment team believes structural themes will underlie opportunities in emerging market equities in 2023. While broader emerging markets have declined mainly due to idiosyncratic risks, they have shown resiliency in terms of growth and currency strength, are well positioned for future growth potential, and valued at historical lows compared to developed markets.
As the world progresses through the COVID cycle, emerging markets (EM) have so far been resilient. EM GDP growth remains higher than the rest of the world, EM central banks have been more proactive in managing inflationary pressures, and the U.S. dollar’s precipitous rise this year has had a greater impact on developed currencies vs. emerging markets. Vontobel makes the case for exposure to quality growth EM stocks.
With market sentiment firmly shifted to pessimism, the current environment presents an opportunity for U.S. investors to consider diversifying their portfolios with international equities.
Jim Craige, CFA, Co-Chief Investment Officer and Head of Emerging Markets at Stone Harbor, recently sat down with Joe Terranova, Chief Market Strategist at Virtus Investment Partners, to discuss the environment for risk assets and the potential opportunity within the EMD asset class.
