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Accent - Treasury

Time to Hash Over Your Cash Stash?

Obsession with liquidity via money market funds comes at a price, which is why investors may want to consider short- and ultra short-term bond funds with higher yields as rates stay lower for longer.

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Fortune Favors the Bold

Emerging markets are widely considered to be the global economy’s growth engine. Yet, many investors only allocate a tiny percentage of their portfolios to EM. Vontobel’s study “Fortune favors the bold” shows that is set to change, revealing insights on how 300 professional investors around the world are planning to seek additional returns in emerging markets.

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Why 'Home Bias' is Shortsighted

In today’s global economy, thriving companies aren’t bound by geography—not in where they are headquartered, nor in where they derive their income. Vontobel Asset Management discusses why investing beyond one’s own borders may benefit performance over the longer run. Also includes a brief discussion of the Virtus Vontobel Global Opportunities Fund.

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Will Emerging Markets See the Light?

Over the past decade, the broad EM equity index has not kept pace with developed markets. This white paper from Vontobel Asset Management looks at why they believe emerging markets are poised to blossom again.

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Thinking Beyond the Benchmark: KAR Small-Mid Cap Core SMA Portfolio

Quality businesses have an unmistakable profile: durable earnings growth, high return on capital, strong balance sheets and cash flows, and management acumen at maintaining a competitive advantage. These attributes sound attractive, but do they really make a difference? Kayne Anderson Rudnick (KAR) believes they do.

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Mid-Caps: At the Center of Attention

Explore the key attributes of mid-cap investing and the opportunities offered to investors, and use our interactive tool to see how an allocation to mid-caps may improve an equity portfolio’s performance and mitigate risk over time.

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ESG Scoring in an Imperfect World: Why We Rely on Our Own Proprietary System

Sustainable Growth Advisers (SGA) believes Environmental, Social and Governance (ESG) factors have a meaningful impact on a company’s ability to generate long-term sustainable growth. This article discusses why the firm relies on its own informed judgment in determining the factors that contribute to ESG scores rather than rely on ESG ratings from third party research providers.

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Accent Image - Microscope

COVID-19: Can a lasting recovery happen without a vaccine?

With the notable exception of China, countries around the world have struggled to get their economies firing on all cylinders without COVID-19 infections flaring up again. Until a way to contain the virus is found, recoveries are likely to remain stop-start and fragile.

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Six Reasons to Choose High Yield

High yield fundamentals have shown remarkable resilience, and the sharp rise in fallen angels through 6/30/20 spells considerable potential opportunities for nimble managers that can spot relative values and manage risk.

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z - Cover Image: Dispelling Myths About Bank Loans

Dispelling Myths About Bank Loans

Negative headlines notwithstanding, active managers of senior loans with long-term records of strong risk-adjusted returns have shown they can weather historic volatility and economic uncertainty.

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Accent - Clocks

International Equities: 3 Timeless Tactics to Manage Market Swings

U.S. equities have outperformed for over a decade. But like a pendulum, once equity markets swing one way, they inevitably swing back. An active allocation to international equities offers three timeless tactics for managing market swings: diversification, exposure to a unique set of strong businesses, and the opportunity to buy at attractive valuations.

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Beating Frustration in the Emerging Markets

Emerging markets can be frustrating for investors. There is huge potential, and also risk. In the EM, growth and staying ahead of governance issues are both vital to compound value. The challenge is putting up with the volatility. Vontobel explains why the emerging markets remain an attractive place to be, in good times and bad, even as Covid-19 uncertainty continues to grip the world.

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A Drawdown Comparison to the Global Financial Crisis

According to Gregg Thomas, Director of Investment Strategy at Wellington Management, the market has been engaging most on companies that might not pass the "going concern" test in the face of the first real growth shock we’ve seen since the GFC, and that these companies are seeing a massive increase to their discount rates. Wellington’s definition of solvency looks at the relative distance to a default (similar to the model used by credit-rating agencies).

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Accent: Reuters KAR reprint

KAR Small-Cap Fund Recognized for a Decade of Strong Performance

The Virtus KAR Small-Cap Growth Fund is the subject of a Reuters feature highlighting the Fund’s strong performance over the last decade relative to all other stock mutual funds. Though currently closed to new investors, the fund remains open to defined contribution and defined benefit plans. Read the article for insights from the portfolio managers, Todd Beiley and Jon Christensen, who manage several small- and mid-cap portfolios at Kayne Anderson Rudnick.

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Pipeline - Accent

Lessons from Shale Oil – Clean Data is Critical for ESG

Getting trustworthy information from companies on ESG issues is a major challenge for investors. Obtaining clean data can influence the capital allocation decisions that will, in turn, shape the industries and economies of tomorrow. The U.S. shale oil industry is an unlikely inspiration on how third-party verification can improve companies’ transparency on critical environmental issues.

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Virtus Thought Leadership - Best of 2019

Virtus’ 2019 thought leadership content illustrates how trends are shaping the markets and ways to address them. You will find actionable insights on issues influencing the equity, fixed income, and alternative markets to inform client conversations and portfolio allocation decisions.

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Accent - Image - Newfleet 2020 Fixed Income Market Outlook

Newfleet 2020 Fixed Income Market Outlook

The sources of volatility that were present in 2019 will carry forward to 2020. Despite the challenges, Newfleet believes that fixed income spread sectors will continue to offer better value than U.S. Treasuries and other government-related debt.

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z - Cover Image: Activate Your Fixed Income

Activate Your Fixed Income

Amid growing uncertainty, investors have shown greater interest in bond funds but must contend with a variety of risks as central banks around the world continue to implement unprecedented negative rate policies and the Federal Reserve remains accommodative. Here’s a guide to why active management matters.

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Implications of the Yield Curve Inversion

The ten-year U.S. Treasury note yield recently fell below that of the two-year note for the first time since 2007. Should the yield curve stay inverted for an extended period, it is clearly a negative development for economic growth. Kayne Anderson Rudnick (KAR) believes the yield curve tends to be a more accurate forecasting tool than many economists or Wall Street strategists, and should prompt the Fed to extend rate cuts.

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z - Cover Image: Managed Accounts: Considerations for DC Plan Sponsors

Managed Accounts: Considerations for DC Plan Sponsors

Plan sponsors have a wide variety of investment solutions available to them in today’s retirement plan marketplace. This paper provides a framework for evaluating the potential benefits of including managed accounts as a complementary plan solution alongside participant-directed investments and target date funds.

z - Cover Image: Leveraged Loans and High Yield Bonds: Hedging Inflation in Retirement Plans

Leveraged Loans and High Yield Bonds: Hedging Inflation in Retirement Plans

With inflation a growing concern, retirement investors may wish to consider an allocation to non-traditional inflation hedges like high yield bonds and leveraged loans which offer little to lower duration risk, respectively, and a low correlation to investment grade bonds, as well as other benefits.

Vontobel Viewpoints: Trading in China A-Shares

Vontobel Viewpoints: Trading in China A-Shares

China continues to open its market to foreign investors. The recent addition of 236 large-cap China A-shares to the MSCI Emerging Markets Index, among other MSCI indices, will lead to a significant increase in first-time overseas investors entering the Chinese A-share market. Vontobel Asset Management outlines how investors are able to get exposure to this opportunity.

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