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Municipal Dome - Hero
Much Ado About Taxes

Seix Investment Advisors’ Tax-Exempt team provides insights on the municipal market’s reaction to tax reform.

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z - Cover Image: The Wall Street Transcript – Providing Stable Risk-Adjusted Income Through a Leveraged Finance ETF
Newfleet’s Frank Ossino Featured in The Wall Street Transcript

Frank Ossino discusses potential benefits of the Virtus Newfleet Dynamic Credit ETF’s active approach and broad opportunity set.

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USA Today - The Geometry of Wealth
'The Geometry of Wealth' Author Portnoy Talks About How Money Figures in a Joyful Life

In this interview with USA Today, Brian Portnoy, Director of Investment Education for Virtus Investment Partners, shares his views on how money figures into a happy life. He discusses a simplified plan for considering purpose, setting money priorities, and making investment decisions.

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The Magic of Enough: Author Brian Portnoy on Wealth

In this conversation with Reuters, Brian Portnoy, Director of Investment Education for Virtus Investment Partners, distinguishes between being "rich" versus "wealthy." The first is the often unsatisfying quest for more, while the second is the ability to underwrite a meaningful life. Brian discusses how the right mindset and right plan leads to true wealth.

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Joe Terranova's Market Insights: September 2018 "Vital Signs" [Podcast]

September market review podcast featuring Virtus' Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA.

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z - Cover Image: The Case for Bank Loans Remains Strong
The Case for Bank Loans Remains Strong

Featured in Wealth Management’s 2018 Midyear Outlook edition, Frank Ossino discusses Newfleet’s outlook and investment thesis for bank loans at the midyear point.

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Accent - CNBC Beat the Street - KAR CIO Doug Foreman - August 2018
CNBC Beat the Street: Doug Foreman on Virtus KAR Mid-Cap Growth Fund

Doug Foreman, KAR CIO and portfolio manager of the Virtus KAR Mid-Cap Growth Fund (PICMX), discusses the fund’s emphasis on quality businesses, such as Netflix, Monster Beverage, and Autohome.

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MLP Regulatory Update: The FERC Blinked

The MLP investment team at Duff & Phelps explains how the Federal Energy Regulatory Commission’s mid-July about-face on its March tax policy ruling has bolstered an already compelling case for MLPs.

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REITs Revisited: The Bid Remains!

It’s been over three months since M&A activity started to pick up in the U.S. REIT space. The Duff & Phelps Global Real Estate Investment Team provides a quick update on the sector which appears to have room to run.

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International Small Caps Poised for Growth - FA Reprint (thumb)
“International Small Caps Poised for Growth” [FA Magazine Portfolio Spotlight]

In this FA Magazine article, Craig Thrasher, co-portfolio manager of Virtus KAR International Small-Cap Fund, shares how he and the team at Kayne Anderson Rudnick select stocks of quality businesses poised for growth from an enormous, yet largely undiscovered, investable universe.

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z - Cover Image: North American Energy Infrastructure: Changing Landscape Offers Future Opportunities
North American Energy Infrastructure: Changing Landscape Offers Future Opportunities

The steep fall in oil prices in 2014-2015 caused pain for investors in energy infrastructure stocks and MLPs. Flash forward and the world is much brighter for energy as evidenced by secular growth, greater transparency, sustainable yields, and stronger corporate governance. Duff & Phelps walks through the fundamental changes that have transformed the investment outlook for the listed energy infrastructure sector.

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Joe Terranova's Market Insights: August 2018 "Vital Signs" [Podcast]

August market review podcast featuring Virtus' Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA

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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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2Q18 Market Insights - Live Panel Discussion [Audio Replay]

Industry leaders from select Virtus investment partners discuss their economic and market insights.

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Energy and MLPs Mid-Year Market Review & Outlook

Duff & Phelps’ MLP investment team offers mid-year insights on the energy sector, including updates on global demand, recent MLP restructurings, midstream index changes, and pipeline approvals.

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z - Cover Image: 2018 2Q Vital Signs: The Value Investing Slump
2018 Q2 Vital Signs: The Value Investing Slump

Even when investors abide by tried and true principles, success in the markets is hard because history never repeats. For example, value investing—buying stocks that are cheaper than the overall market—has been a winning strategy for much of the last century. Yet for much of the post-crisis era, growth investing has prevailed, thanks largely to technological innovation in the digital economy. Buying cheaper has not kept pace with chasing trends.

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Joe Terranova's Market Insights: July 2018 "Vital Signs" [Podcast]

July market review podcast featuring Virtus' Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA

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z - Cover Image: Vontobel Viewpoints: Brazil
Vontobel Viewpoints: Brazil – The Moment of Truth

Brazil has sold off as the market fears the country is in trouble. If the huge pension program is not reformed, it will add expense to a budget already in deficit. On top of this, there will be a new president elected in October. In Vontobel’s view, whichever government wins, it will have little choice but to reform.

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Global Listed Infrastructure Q&A with Duff & Phelps

In April and May 2018, members of Duff & Phelps’ Global Listed Infrastructure team traveled to Australia, New Zealand and Europe for investment research trips. Senior portfolio manager Connie Luecke, CFA, shares insights gleaned from site visits and meetings with management.

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z - Cover Image: Vontobel Viewpoints - Consumer Staples: Orphans or Heroes?
Vontobel Viewpoints - Consumer Staples: Orphans or Heroes?

Even when investors shun consumer staples companies and their stock prices underperform the market, Vontobel Asset Management is content to maintain meaningful positions in a select few quality staples stocks that fit their requirements. Their latest positioning paper explains why.

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David Albrycht on CNBC Halftime Report

Dave Albrycht, CFA, President and Chief Investment Officer of Newfleet Asset Management, discusses the interest rate debate and portfolio impact for rising rate environments.

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Joe Terranova's Market Insights: June 2018 "Vital Signs" [Podcast]

June market review podcast featuring Virtus' Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA

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z - Cover Image: Vontobel Viewpoints: EM Currencies Take A Knock
Turning the Corner: Emerging Market Currencies Take A Knock

Since the end of the first quarter, the outlook for higher U.S. interest rates has been accompanied by a major sell-off in a number of EM currencies. Vontobel has not seen FX declines of this magnitude since the taper tantrum of 2013.

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REITs: The bid is back!

The Duff & Phelps Global Real Estate Investment Team comment on the positive pickup in deal activity in the industrial REIT space over the past month.

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z - Cover Image: Vontobel Viewpoints: Can Facebook Recover From Its Data Usage Crisis?
Can Facebook Recover from Its Data Usage Crisis?

Vontobel’s latest research paper discusses why Facebook’s recent data breach is unlikely to have a material impact on the tech company’s long-term earnings power.

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Virtus KAR Small-Cap Growth Fund Takes Top Spot in WSJ ‘Winners’ Circle’

“What Volatility? Growth-Fund Managers Strut” showcases the strong performance of the Virtus KAR Small-Cap Growth Fund for the quarter ended March 31, 2018. Portfolio manager Todd Beiley discusses the fund’s time-tested strategy.

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State of the Markets - 1Q18 Panel Discussion [Audio Replay]

Industry leaders from select Virtus investment partners discuss their economic and market insights.

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z - Cover Image: Vital Signs: Q1 2018- Hello, Stranger
2018 Q1 Vital Signs: Hello, Stranger

Market risk never disappears. Sometimes it’s hidden, sometimes it’s ignored. But risk—the potential for loss—is always present. Q1 2018 marked the first negative quarter for equity markets since 2015—only the second quarter out of the last 21. Down quarters are common, so this is not a normal state of affairs. Perhaps investors have become complacent as a result.

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David Albrycht Featured in Barron’s

Newfleet’s President and Chief Investment Officer, David Albrycht, was recently featured in Barron’s. An Anti-Index Bond Fund highlights Newfleet’s unique, team-driven approach to multi-sector investing.

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Joe Terranova's Market Insights: April 2018 "Vital Signs" [Podcast]

April market review podcast featuring Virtus' Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA

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z - Cover Image: Bank Loans - We've Been Here Before
Bank Loans: We've Been Here Before

Bank loans are off to a good start in 2018, demonstrating their resiliency to the rising interest rate environment that is negatively impacting fixed-rate asset classes. Newfleet reinforces their view on the strategic reasons for owning bank loans as part of a fixed income portfolio.

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Italian General Election Results: What’s Next?

Duff & Phelps’ International Equity portfolio team discusses the political and investment implications of Italy’s general election held on March 4, 2018, following dissolution of the country’s parliament in December 2017. No political party garnered an outright majority, resulting in a hung parliament.

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David Albrycht on CNBC's Closing Bell, March 13, 2018
Dave Albrycht on CNBC's Closing Bell

Dave Albrycht, President and Chief Investment Officer of Newfleet Asset Management, discusses his outlook for interest rates and portfolio positioning for rising rate environments.

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Joe Terranova's Market Insights: March 2018 "Vital Signs" [Podcast]

March market review podcast featuring Virtus' Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA

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z - Cover Image: Seix Perspective - 2018 Volatility Regime Change
Seix Perspective - 2018 Volatility Regime Change

The dominant themes in the second half of the year continued to be the lack of volatility (stock and bond volatility plumbed to record lows) and a loosening of financial conditions, which allowed the Federal Reserve (the Fed) to continue to raise the federal funds target.

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James Keegan-CNBC Closing Bell
Jim Keegan on CNBC's Closing Bell

Jim Keegan, Chief Investment Officer of Seix Investment Advisors, was featured on CNBC’s Closing Bell to provide his perspective on recent market volatility and the outlook for interest rates.

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z - Cover Image: Seix - A Compelling Case for Leveraged Loans
A Compelling Case for Leveraged Loans

Seix Investment Advisors believes there are a number of compelling reasons to invest in leveraged loans. In the current market environment, when most assets are trading near historically high levels, loans remain attractive on a risk-adjusted basis compared to other asset classes.

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z - Cover Image: Vontobel Viewpoints: Secular Growth Opportunities in the Global Payments Industry
Vontobel Viewpoints: Secular Growth Opportunities in the Global Payments Industry

The $1 trillion+ global payments industry represents tremendous secular growth opportunities. This research paper discusses how networks such as Visa and Mastercard have powerful competitive positions and represent durable franchises with the potential to reward their shareholders for many years. Also touches on: e-commerce opportunities, Asia’s competitive landscape, the regulatory environment, and the impact of cryptocurrencies.

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z - Cover Image: Infrastructure Investment and Interest Rates - DPIM
Infrastructure Investment and Interest Rates

The macro landscape is forming a firm foundation under the infrastructure asset class, with demand powered on by a range of unforeseen geo-political circumstances. John Creswell, Executive Managing Director at Duff & Phelps Investment Management is quoted in this article published in the GLIO Journal.

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Joe Terranova's Market Insights: February 2018 "Vital Signs" [Podcast]

February market review podcast featuring Virtus' Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA

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z - Cover Image: Vontobel Viewpoints: Less Taxing Times
Vontobel Viewpoints - Less Taxing Times

Vontobel Asset Management examines the effects of the Tax Cuts and Jobs Act of 2017 on U.S. corporations on a general level and specific to the high quality companies in which the firm invests.

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z - Cover Image: Seix Potential Impact of the Tax Cuts and Jobs Act on the Muni Market 2018
Potential Impact of the Tax Cuts and Jobs Act on the Municipal Market 2018

Seix Investment Advisors’ municipal bond team examines potential implications of the tax reform bill.

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z - Cover Image: Vital Signs Q4 Vaulting Ahead: 2017 in Perspective
2017 Q4 Vital Signs: Vaulting Ahead - 2017 in Perspective

It was a very strong year for all asset classes. Do investors have reasonable expectations for what comes next?

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David Albright Squawk Box
Newfleet’s Dave Albrycht on CNBC

Dave Albrycht, President and Chief Investment Officer of Newfleet Asset Management, was featured on CNBC to discuss his outlook on the bond market and potential alpha drivers in the year ahead.

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Joe Terranova's Market Insights: January 2018 "Vital Signs" [Podcast]

January market review podcast featuring Virtus' Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA

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z - Cover Image: Seix - Pension Crisis - January 2018
Pension Crisis

Featured in Wealth Management’s 2018 Year-End Outlook edition, Seix examines unfunded pension liabilities, a key credit concern across municipal markets, and cautions muni investors to take notice.

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A Global Quest for the Best Businesses [Ticker.com Q&A]

Businesses that create lasting investment returns are most typically growth-oriented, durable, and less cyclical. In an interview with Ticker.com, Matthew Benkendorf, Chief Investment Officer of Vontobel Asset Management, Inc. and portfolio manager of the Virtus Vontobel Global Opportunities Fund, discusses why owning a concentrated portfolio of growth-oriented, durable, and less cyclical businesses is the best way to preserve and compound capital over time.

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Newfleet - 2018 Fixed Income Market Outlooks

Newfleet presents its 2018 broad fixed income market outlook and specific outlooks for Bank Loans and High Yield. Team members discuss opportunities and areas of concern across the various sectors in which Newfleet invests.

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z - Cover Image: Trends in Global Investing - Pensions & Investments - Vontobel
Trends in Global Investing

What keeps asset managers up at night? Where do pockets of value exist today? Sudhir Roc-Sennett, Senior Portfolio Adviser at Vontobel Asset Management, helps to answer these questions and more in Trends in Global Investing, a supplement featured in Pensions & Investments.

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Joe Terranova's Market Insights: December 2017 "Vital Signs" [Podcast]

December market review podcast featuring Virtus' Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA.

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z - Cover Image: Vontobel Viewpoints - Valuation: Taking a Long-Term View
Vontobel Viewpoints - Valuation: Taking a Long-Term View

Vontobel is constantly navigating the markets in search of genuine quality companies that not only meet its strict criteria for profitability, stability and growth – but are also sensibly priced. In this paper Vontobel explains its philosophy on valuation, the challenges of imperfect measurement and what has led them to develop their own investment chronometer.

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Quarterly Market Review: Capital Markets Update with Joe Terranova (Podcast)

Virtus' Chief Market Strategist Joe Terranova discusses various financial market and investment topics as we move through the final quarter of the year, including the importance of a diversification strategy.

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Joe Terranova's Market Insights: November 2017 "Vital Signs" [Podcast]

Monthly market review podcast featuring Virtus' Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA.

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z - Cover Image: Vontobel Viewpoints: IT Stocks
Vontobel Viewpoints: Why IT Stocks are Well Suited for Quality Growth Investors

At the Vontobel Quality Growth Boutique, we believe that to invest in technology alone is not enough. We invest in technology businesses that we strongly believe in and that we think can provide outsized returns for our clients over many years. By employing our time-tested approach of quality growth investing at sensible prices, we have found a few choice Information Technology (IT) companies meeting our high hurdle rates.

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z - Cover Image: Seix Perspectives- Pension Crisis (October 2017)
Seix Muni Perspectives - Pension Crisis (October 2017)

Unfunded pension liabilities continue to be a key credit concern for State and Local Governments across the municipal market. With Fiscal Year 2016 numbers now nearly fully reported, the median funding ratio for states declined to 72%, an 8% decline from 2015 to 2016. Investment returns averaged below 1% for the year, dramatically underperforming most plan’s projected returns of 7%-8%. Additionally, contributions in 48 out of 50 states were below the level required to maintain...

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z - Cover Image: DPIM Market Review & Outlook
Virtus Viewpoints | Duff & Phelps Market Review & Outlook - Focus on Global Growth

Despite natural disasters, rising tensions with North Korea, dysfunction in Washington, and continued acts of global terrorism, global equity markets continued their steady upward movement in the third quarter, with the S&P 500® Index up 4.5%, the Europe STOXX® 600 Index up 2.8%, the Nikkei 225 Index up 2.2%, and the Hang Seng Index up 7.4%. For the S&P 500, it was the eighth straight quarterly advance.

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Virtus Viewpoints l Seix Market Review & Outlook – Leveraged Finance

The high yield sector delivered another quarter of strong performance against a backdrop of improving fundamentals. At current valuation levels, there is limited potential for spread tightening.

Leveraged loans, producing mostly coupon-clipping returns, were also supported by good fundamentals. Retail fund flows have been modestly negative but offset by strong CLO creation, and a high probability of an interest rate hike in December which should

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Virtus Viewpoints | Newfleet Market Review & Outlook

The environment remained favorable for fixed income markets, especially spread sectors, in the third quarter. Heightened tensions over North Korea, political turmoil in the Trump White House, and weather disasters such as Hurricane Harvey challenged the positive tone and introduced modest volatility, but did not alter the market’s upward trajectory. The Federal Reserve put off a third rate hike in September but announced the start of its balance sheet reduction plan.

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Virtus Viewpoints | Seix Market Review & Outlook – Investment Grade

The third quarter saw a continued lack of market volatility, still-low long-term interest rates, and minimal progress on President Trump’s pro-growth legislative agenda. In the investment grade-taxable market, spread sectors continued to benefit from the insatiable search for yield. In the tax-exempt municipal bond market, limited supply and healthy demand has driven strong performance this year. As issues regarding tax reform are debated, more investors...

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Virtus Viewpoints │ KAR Market Review & Outlook – Trump 2.0?

Stocks continued to march higher in the third quarter driven by low inflation, benign interest rates, and improving global earnings. The S&P 500 Index of large-cap stocks advanced 4.48% for the quarter, bringing the year-to-date return to 14.24%. Small-cap stocks, as measured by the Russell 2000 Index, did slightly better, advancing 5.67% in the quarter but are still trailing year...

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Virtus Viewpoints │ Vontobel Market Review & Outlook – Glass Half Full?

Across the board, global equity markets registered positive returns for the third quarter of 2017. Emerging markets continued their bull run, outpacing their developed market counterparts. While growth has remained slower than politicians, central bankers, and citizens would like, the broader global macroeconomic backdrop is reasonably steady.

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Joe Terranova's Market Insights: October "Vital Signs" [Podcast]

As investors think about the end of the year and into 2018, what are the next steps? What's really important for the month of October? Virtus Chief Market Strategist Joe Terranova discusses this and other timely investment topics with Brian Portnoy, Director of Investment Education in the latest monthly installment of the Virtus Vital Signs podcast.

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The Good and Bad of Doing Nothing

For investors, the subtle tension between patience and complacency has never been more acute. During this extended bull market, is it right to sit tight? Or are there moves we can make now to improve the chance for even better outcomes?

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z - Cover Image: Seix Perspectives- Recent Hurricanes' Impact on the Muni Market (September 2017)
Seix Muni Perspectives - Recent Hurricanes' Impact on the Muni Market (September 2017)

Over the last month, we have seen three Category 4 hurricanes make landfall in the United States: Hurricane Harvey on the Texas Gulf coast, Hurricane Irma on the Florida Keys and Florida peninsula and Hurricane Maria on Puerto Rico and the US Virgin Islands. This is an unprecedented occurrence and is expected to have far-reaching ramifications to the affected areas, national economy and insurance sector. Thus far however, effects in the municipal market have been relatively minor, though we could see fut

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Midstream Energy and MLPs in the Wake of Hurricane Harvey

Since Hurricane Harvey made landfall in Texas on August 25, the impacts have been deeply felt at the economic and, more importantly, humanitarian levels. With approximately $1.0 billion of investments in midstream energy and MLP assets under management, Duff & Phelps’ Energy & MLP portfolio management and research team summarize their thoughts on the space, based on data available as of September 1, 2017.

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Joe Terranova's Market Insights: September "Vital Signs" [Podcast]

What should be on investors’ minds as they sent their kids off to school in September and focus on their portfolios once again? Virtus Chief Market Strategist Joe Terranova discusses this and other timely investment topics with Brian Portnoy, Director of Investment Education in the latest monthly installment of the Virtus Vital Signs podcast.

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z - Cover Image: Is LIBOR Going Away?
Is LIBOR Going Away?

On July 27, 2017, the U.K. Financial Conduct Authority announced its intention to phase out LIBOR by the end of 2021. What does this mean for financial products that use LIBOR as a reference rate, such as bank loans? Frank Ossino, Newfleet’s Bank Loan Sector Head, provides insight in a special commentary.

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z - Cover Image: Financial Conditions, Inflation and Central Bank Shifts
Financial Conditions, Inflation and Central Bank Shifts

The last year has been interesting to say the least with the first half of 2017 a continuation of the “expect the unexpected” theme. From Brexit and the Trump election to the snap election in the UK earlier this year...

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Portfolio Playbook Second Half 2017 [Podcast]

Joe Terranova, Virtus' chief market strategist, focuses on the second half of the year in his Q3 market review call.

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Joe Terranova's Market Insights: August "Vital Signs" [Podcast]

Monthly market review featuring Virtus' Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA.

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z - Cover Image: Vontobel Viewpoints: FDA New Direction on Tobacco
Vontobel Viewpoints: FDA New Direction on Tobacco - Our Take
The FDA surprised markets in late July, calling for a new approach to tobacco and nicotine regulation that looks to new reduced-harm products, like e-cigarettes, to pull demand away from traditional cigarettes. Vontobel Asset Management, long-term investors in the tobacco industry, assesses the risks and opportunities presented by the proposed changes, and reviews the current positioning of tobacco stocks within its international/global investment strategies.

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What Global Synchronized Expansion?

Every so often, markets get excited about the prospects for faster growth. This year is not different. Many analysts and media outlets have pounded the table on the notion that the global economy has entered a new synchronized expansion not seen since the financial crisis. Seix analyzed the data to determine the validity of this position.

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Joe Terranova's Market Insights: July 2017 "Vital Signs" [Podcast]

Monthly market review featuring Virtus' Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA.

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Persistence of Stock Performance

In previous analysis, Rampart's momentum investing specialists showed there was a historically high level of inconsistency among sector leaders and laggards in 2016, an anomaly that drove disappointing performance across a number of momentum trading strategies. In this latest analysis, Rampart examines single stocks instead of sectors and sees signs that the fundamentals driving momentum-based strategies may be turning a corner.

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May Market Insights with Joe Terranova [Podcast]

Monthly market review podcast featuring Virtus' Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA.

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French Election Outcome Favorable for Financials

Duff & Phelps has been positioning its international equity strategy in a more cyclical direction, with financials a particular area of focus. The first round of the French election shines a new light on positive fundamentals underpinning the European banking sector, which have rallied strongly in recent days.

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Let Compounding Unfold: Resist the Sirens' Song

As quality growth investors, Vontobel Asset Management believes in managing consistently through the market cycle in order to allow managements to deliver the growth their franchises are capable of while minimizing the risks of market timing.

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Focus On: Virtus Herzfeld Fund

Q&A with Eric Herzfeld, President, Thomas J. Herzfeld Advisors, subadviser to Virtus Herzfeld Fund. Though less familiar than other securities to many investors, closed-end funds offer the potential for attractive long-term returns with a...

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Is the Trump Bump Becoming the Trump Dump?

Stocks are off to a terrific start so far in 2017. However, the asset classes and equity sectors that benefited the most from Donald Trump’s surprise election cooled off and have lagged materially so far this year. KAR CIO Doug Foreman...

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AIQ: Spheres of Influence [Publication]

The first U.S. edition of AIQ, a quarterly publication that brings together the collective insight of Aviva Investors’ teams from across the globe on some of the key themes influencing investment markets.

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The Post-Election Environment: Observations and Outlook [Commentary]

In this special commentary, Newfleet offers observations and outlook on the post-election environment.

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April Market Insights with Joe Terranova [Podcast]

Monthly market review podcast featuring Virtus' Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA.

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March Market Insights with Joe Terranova [Podcast]

Monthly market review podcast featuring Virtus' Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA.

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Diversification's Rough Edge

Diversification is the bedrock to any well-managed portfolio. But it has a downside: true diversification means that some of your investments are lagging.

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Q1 Market Review & Outlook with Joe Terranova [Podcast]

Joe Terranova, Virtus' chief market strategist, shares his thoughts on the financial markets in his quarterly review and outlook call.

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Small-Cap Market Review & Outlook with KAR CIO Doug Foreman [Podcast]

Doug Foreman, CIO of Kayne Anderson Rudnick, discusses the performance of U.S. and foreign small-cap stocks in 2016 and the outlook for 2017.

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Global REIT Market Review & Outlook [Podcast]

Quarterly Global REIT market review & outlook podcast and transcript of a moderated call with the Duff & Phelps Global Real Estate Portfolio Management Team and Joe Terranova, Virtus' Chief Market Strategist.

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Extracting Value from Volatility

In the search for outperformance, investors commonly lean towards lower volatility stocks. However, volatility can be accessed more precisely to add uncorrelated, incremental returns to a portfolio. Strategies that access the "Volatility Risk Premium"&

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[Podcast] Q4 Global Equities Review with Vontobel CIO

Vontobel CIO Matthew Benkendorf, CFA,discusses global equity markets and the Virtus Emerging Markets Opportunities and Foreign Opportunities Funds, with Barry Mandinach, Executive Vice President and Head of Distribution at Virtus.

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2017 Fixed Income Market Outlook

Newfleet Asset Management What do fixed income markets hold for investors in 2017? Despite the uncertainty related to the incoming president-elect, many of the challenges that characterized 2016 remain in place. Newfleet offers a guide to fixed income s

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The Case for Quality

As long-term investors, we believe high-quality companies outperform over time and are an important ballast for any investment portfolio given their financial stability across varying macroeconomic environments. Read this paper to learn more.

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The Case for a Concentrated Portfolio

Using historical data, this paper illustrates how a concentrated investment portfolio can serve as an effective component of a well-executed asset allocation strategy.

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Post-Election Fixed Income Podcast with Newfleet CIO

Newfleet provides a timely review of fixed income markets and the firm’s multi-sector approach, and discusses the potential market impact of the U.S. president election, including areas of opportunity. Features Newfleet Chief Investment Officer D

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Vontobel CIO Participates in Barron’s EM Roundtable

Matthew Benkendorf, Chief Investment Officer of Vontobel Asset Management, recently participated in an investment roundtable focused on emerging markets that was hosted by Barron’s.

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Post U.S. Election Update: Holding True to Quality

As the world digests the outcome of the U.S. election and the implications for trade and commerce, our foremost concern is, as always, to assess the implications for our clients’ portfolios.

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The Realities of Whipsaw Risk

Under certain market conditions, price action can become irrational. One such price action is known as a “whipsaw," a large downward/upward move quickly followed by a rebound or recovery, such as the S&P 500 Index experienced this summer in t

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Waiting on a Trend: Sector Leadership in the Current Market

Trend-based investment strategies thrive on strong market leadership. Variability in market leadership is higher than it has been since 2000, which creates enormous challenges when attempting to identify and profit from trends.

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Equity Market Review & Outlook with Kayne Anderson Rudnick CIO Doug Foreman [Podcast]

Market review and outlook featuring Kayne Anderson Rudnick CIO Doug Foreman, CFA, pays particular attention to the small-cap market. Moderated by Joe Terranova, Virtus’ Chief Market Strategist.

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No More Safe Havens?

The UK’s vote to leave the European Union (EU) has put the spotlight on the interplay between politics and financial markets. As political risk increases across Europe and the U.S., investors may need to rethink the concept of safe havens.&

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Brexit Impact on European Real Estate

European real estate prospects remain encouraging, despite heightened political risk and more uncertainty, says Monika Sujkowska, Analyst, Real Estate Investment Strategy and Research, at Aviva Investors.

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Q2 2016 Market Review and Outlook for the Rest of the Year

Douglas S. Foreman, CFA, Chief Investment Officer of Kayne Anderson Rudnick Investment Management, provides a review of market performance in the second quarter of 2016, and the firm’s outlook for the rest of the year.

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Global High Yield: European Bonds in Pole Position

Despite the risks of slowing global growth and more falls in oil prices, prospects for European high-yield debt are particularly encouraging.

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Emerging Market Local Currency Debt Potentially Offers Value

Despite a strong rally in emerging-market local-currency debt in 2016, a widening yield differential with US rates points to the long-term value of the asset class.

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Focus on: Global Opportunities in Real Estate

A Q&A with the portfolio managers of the Virtus Global Real Estate Securities Fund

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