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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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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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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 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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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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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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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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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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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: Seix Perspectives- HQLA and Munis
Seix Muni Perspectives- HQLA & Munis (August 2017)

So far this year we have written several reports on federal policies that could impact the tax exempt asset class and public finance issuers. The reports have discussed tax reform, domestic infrastructure, ACA reform, Medicaid spending, federal fiscal stimulus, and sanctuary cities. This month, we will focus on another federal policy that could impact the municipal asset class, HQLA designation.

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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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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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Seix Muni Perspectives - Green Bonds (July 2017)

U.S. municipal bonds since their inception have been used for capital projects and infrastructure that have delivered benefits that today could also be construed as green and socially responsible. While we have not seen much pricing differential between an issuer’s regular bonds and their green labeled bonds, we do believe that investor demand is growing for SRI assets, and green muni bonds could outperform as a result.

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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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KAR Q2 Market Review & Outlook [Podcast]

KAR CIO Doug Foreman reviews equity market performance for the second quarter of 2017 and offers outlook commentary on the second half of the year.

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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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Brazil Scandal Not Expected to Impact the Long Term

The Brazilian equity market recently sold off on news of a recording of the new Brazilian president discussing corrupt practices with a powerful businessman. Vontobel offers its views on its Brazil holdings and why the country, on the edge of important economic reform, needs political stability.

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Q1 Global REIT Market Review [Podcast]

Quarterly Global REIT market review & outlook podcast and transcript of a moderated call with the Duff & Phelps Global Real Estate Portfolio Management Team.

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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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High Quality Growth: Vontobel's Approach to Investing [Video]

Hear from the asset managers: Virtus partner, Vontobel Asset Management discusses the firm's high quality growth approach to global equity investing.

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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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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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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 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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Global REIT Review & Outlook [Podcast]

Global REIT market discussion with the Duff & Phelps Real Estate Portfolio Management Team, Geoffrey Dybas, CFA, and Frank Haggerty, CFA.

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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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