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z - Cover Image: Vontobel Market Review
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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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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Virtus KAR Small-Cap Growth Fund Featured in Barron’s

Virtus KAR Small-Cap Growth Fund, subadvised by Kayne Anderson Rudnick, is the focus of a feature article in Barron’s based on an interview with co-portfolio manager Todd Beiley.

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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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August Market Insights with Joe Terranova [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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July Market Insights with Joe Terranova [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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Global Small-Cap Market Review & Outlook with KAR CIO [Podcast]

KAR CIO Doug Foreman, CFA, and International Small-Cap Portfolio Manager Chraig Thrasher, CFA, discuss performance and opportunities in U.S. and foreign small-cap stocks.

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June Market Insights with Joe Terranova [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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Asset Allocation in a Trump Market [Paper]

A review of the post-election stock market rally and why now may be a good time to review your portfolio with your financial advisor.

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Research at Work [Paper & Video]

Many asset managers follow a high quality growth style, but what sets Vontobel Asset Management apart? In this Q&A (paper and video), Vontobel’s Director of Research Igor Krutov discusses the philosophy and mechanics behind the...

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The Power of Active Bond ETFs [Article & Video]

Jonathan Stanley, CFA, managing director, portfolio manager, and high yield credit sector head at Newfleet, discusses actively managed bond ETFs, the potential for rising interest rates, and the firm's multi-sector fixed

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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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Bank Loan Market Discussion with Frank Ossino [Podcast]

Bank Loan Sector Head Frank Ossino discusses opportunities in the loan space.

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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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Q4 Review: Small Cap Core Portfolio [Podcast]

Jon K. Christensen, CFA, Portfolio Manager, Kayne Anderson Rudnick
A summary of the Small Cap Core strategy's performance in the fourth quarter of 2016.

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

Virtus' Chief Market Strategist Joe Terranova offers insights on the latest market activity in a monthly podcast discussion with Director of Investment Education Brian Portnoy, Ph.D., CFA.

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2016 Market Review, 2017 Outlook [Podcast]

Douglas S. Foreman, CFA, Chief Investment Officer of Kayne Anderson Rudnick Investment Management, reviews the performance of equity markets in 2016, and the firm’s outlook for 2017.

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[Video] Is the Fed Keeping Pace with the U.S. Economy? Newfleet CIO on Wall Street Week

Newfleet Asset Management Newfleet CIO David Albrycht shares insights on the Federal Reserve, U.S. economy, and fixed income markets on “Wall Street Week," Fox Business. Recorded January 6, 2017.

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[Video] Will Trump Infrastructure Plan Boost Muni Bonds? Newfleet CIO on Wall Street Week

Newfleet Asset Management Newfleet CIO David Albrycht discusses the potential impact of Trump's infrastructure plan on the municipal bond market on “Wall Street Week," Fox Business. Recorded January 6, 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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5 Questions about the Stellar Year in Small Caps

KAR CIO Doug Foreman, CFA, addresses investor questions about the recent rally in small-cap stocks.

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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 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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December Market Insights with Joe Terranova [Podcast]

This month's Vital Signs market insights podcast, featuring a timely discussion with Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA.

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Market Review and Outlook Call with KAR CIO and Joe Terranova

Market review and outlook Q&A with Kayne Anderson Rudnick CIO Doug Foreman, CFA, and Virtus’ Chief Market Strategist Joe Terranova.

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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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November Market Insights with Joe Terranova [Podcast]

Virtus Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA discuss current happenings in the global markets.

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October Market Insights with Joe Terranova [Podcast]

Virtus Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA discuss current happenings in the global markets.

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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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September Market Insights with Joe Terranova [Podcast]

Virtus Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA discuss current happenings in the global markets.

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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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Fixed Income Market Review & Outlook [Podcast]

Newfleet Asset Management Roundtable discussion with Newfleet fixed income investment professionals: Ben Caron, CFA, Multi-Sector Portfolio Manager; Steve Hooker, CFA, Managing Director of Foreign Research; and Frank Ossino, Bank Loan Sector Head. Moder

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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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August Market Insights with Joe Terranova [Podcast]

Virtus Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA discuss current happenings in the global markets.

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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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July Market Insights with Joe Terranova [Podcast]

Virtus Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA discuss current happenings in the global markets.

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June Market Insights with Joe Terranova [Podcast]

Virtus Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA discuss current happenings in the global markets.

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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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May Market Insights with Joe Terranova [Podcast]

Virtus Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA discuss current happenings in the global markets.

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February Market Insights with Joe Terranova [Podcast]

Virtus Chief Market Strategist Joe Terranova and Director of Investment Education Brian Portnoy, Ph.D., CFA discuss current happenings in the global markets.

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