Podcast: Animal Spirits: Quality Momentum
Listen to Joe Terranova discuss lessons of 2020 and the origins of quality momentum with Michael Batnick and Ben Carlson.*
December 30, 2020
Virtus Voices
Listen to the interview series featuring our investment professionals’ thoughts on economic trends and current market events.
December 21, 2020
The Year Ahead: 2021 Outlook from Virtus Affiliates
Three CIOs from Virtus affiliates discuss their latest thoughts as we head into 2021.
December 15, 2020
Newfleet CIO on 2021 Outlook
David Albrycht, CFA, President and Chief Investment Officer of Newfleet Asset Management, provides a synopsis of the firm’s 2021 outlook in a brief video.
December 4, 2020
Podcast: The Compound Show with Downtown Josh Brown
Listen to Joe Terranova discuss the year-end melt up and the mechanics of quality momentum with Josh Brown.
November 20, 2020
The Road Ahead: Investor Behavior and the Driving Forces for 2021
Investment advisors, bloggers, authors, and podcasters Ben Carlson, CFA, and Michael Batnick, CFA, provide bold perspectives and keen insights in a recent discussion with Virtus’ Head of Distribution Barry Mandinach.
November 17, 2020
KAR CIO Podcast: Post-Election Reflections, Equity Outlook
KAR CIO Doug Foreman, CFA, talks with Joe Terranova, Virtus’ chief market strategist, about the U.S. election and the implications for equity markets.
November 16, 2020
Vontobel CIO Podcast: COVID Vaccine, U.S. Election, Other Global Equity Drivers
Vontobel Asset Management CIO Matt Benkendorf discusses the pandemic, U.S. election, and other market-moving events for global equities with Joe Terranova, Virtus’ chief market strategist.
November 16, 2020
Post-Election Podcast with Seix CIO
Jim Keegan, CIO for Seix Investment Advisors, sits with Virtus’ Chief Market Strategist Joe Terranova for a brief discussion on the election outcome and what it means for Seix’s investment grade strategies—and why security selection will be paramount going forward.
November 16, 2020
Post-Election Podcast with Duff & Phelps Co-CIO
David Grumhaus provides his latest post-election thoughts, focusing in on Duff & Phelps’ real estate strategies. In this timely podcast, Grumhaus discusses how election results may affect stock and bond markets, along with opportunities in global real estate markets with Virtus’ Chief Market Strategist, Joe Terranova.
November 13, 2020
SGA Podcast: U.S. Election Outcome, Growth Equity Outlook
Kishore Rao, portfolio manager and analyst with Sustainable Growth Advisers (SGA), talks with Joe Terranova, Virtus’ chief market strategist, about what the U.S. election results and ongoing pandemic mean for growth stocks in the months ahead.
November 12, 2020
Post-Election Podcast with Newfleet CIO
David Albrycht provides his latest thoughts on the economy and Newfleet’s multi-sector strategies in light of the U.S. election. In this timely podcast, Albrycht discusses current risks and opportunities in the fixed income market with Virtus’ Chief Market Strategist, Joe Terranova.
November 10, 2020
Post-Election Podcast with Seix Head of Leveraged Finance
George Goudelias discusses the U.S. election results and potential implications for leveraged loans in this timely discussion with Virtus’ Chief Market Strategist, Joe Terranova.
November 6, 2020
Income Investing: Time to Rethink Your Strategy
In a conversation with Virtus’ Chief Market Strategist Joe Terranova, Head of Virtus ETFs’ Bill Smalley, and Head of Leveraged Finance at Virtus investment affiliate Seix Investment Advisors’ George Goudelias discuss the landscape for income investing and potential solutions.
October 30, 2020
Q4 2020 Emerging Markets Equity Outlook: Emerging Stronger From the Crisis
Jin Zhang, portfolio manager of the Virtus Vontobel Emerging Markets Opportunities Fund, pays close attention to secular shifts that are accelerating or changes that may become permanent in EM countries because of the COVID-19 pandemic.
October 30, 2020
Q4 2020 Global Equity Outlook: Identifying Long-Term Beneficiaries of Structural Shifts
Ramiz Chelat, co-portfolio manager of the Virtus Vontobel Global Opportunities Fund, explores companies benefiting from the shift to work-from-home and e-commerce.
October 30, 2020
Q4 2020 International Equity Outlook: Opportunities in Unique Businesses Around the World
David Souccar, co-portfolio manager of the Virtus Vontobel Foreign Opportunities Fund, talks about managing portfolio risk by finding a balance between aggressive and defensive sectors.
October 23, 2020
3Q20 Capital Markets Overview with Joe Terranova
Joe Terranova, Senior Managing Director and Chief Market Strategist at Virtus Investment Partners, discusses the shape of the economic recovery, potential impacts of the U.S. election, and long-term expectations for the market.
October 21, 2020
International Dividend Investing: A Different Take
In a conversation with Virtus’ Chief Market Strategist Joe Terranova, Wellington Management Company's Christy Capriccio discusses a different take on approaching international dividend investing.
September 28, 2020
Private Credit: Views From an Industry Ranked Analyst
Seth Kadushin, Portfolio Manager and Director of Capital Markets, sits down with Finian O’Shea, an industry ranked Wells Fargo Securities’ Private Credit and Business Development Company sector analyst, to discuss this complex asset class.
September 21, 2020
Fixed Income Discussion with Seix CIO
In a live call with advisors, Seix Investment Advisors’ Chief Investment Officer, Jim Keegan, provides his latest thoughts on Fed policy and the macro environment.
August 21, 2020
Opportunities in High Yield: A Discussion with Seix Investment Advisors
Michael Kirkpatrick, Managing Director and Senior Portfolio Manager at Seix Investment Advisors, shares his latest thoughts on the high yield market in an interview with Virtus’ Head of Distribution, Barry Mandinach.
August 20, 2020
Duff & Phelps Co-CIO: A Bright Spot in Energy Markets
In a conversation with Virtus’ Chief Market Strategist Joe Terranova, Duff & Phelps’ Co-CIO David Grumhaus discusses a bright spot in energy markets and makes the case for natural gas being an essential transitional fuel for years to come.
August 17, 2020
Zevenbergen Portfolio Managers: Focus on Virtus Zevenbergen Innovative Growth Stock Fund
Zevenbergen Capital Investments’ Joseph Dennison and Anthony Zackery, portfolio managers of the Virtus Zevenbergen Innovative Growth Stock Fund, discuss the high-conviction portfolio’s long-term strategy of investing in innovative high-growth companies and how the rapid adoption of technology trends during the COVID-19 pandemic has benefited performance.
July 27, 2020
Seix Head of Leveraged Finance: Why We Like Where the Loan Market is Today
In a conversation with Virtus’ Chief Market Strategist Joe Terranova, Seix’s Head of Leveraged Finance, George Goudelias, addresses common questions about the loan market and where he sees potential opportunities.
July 27, 2020
Seix CIO: Observations on Capital Markets, the Economy, and Global Central Bank Policies
Jim Keegan, Chief Investment Officer and Chairman of Seix Investment Advisors, sits down with Joe Terranova, Virtus’ Chief Market Strategist, to reflect on the second quarter and discuss his outlook for the markets and economy going forward.
July 20, 2020
Biotech to the Rescue
Eric Balchunas moderates a discussion with Paul Yook and Ryan Cinalli, PhD on the state of biotech in the time of coronavirus. They discuss biotech basics, the outlook for biotech and the investment opportunity. They also cover two unique ways to play biotech via specialized ETFs.
July 17, 2020
2Q20 Capital Markets Overview with Joe Terranova
Joe Terranova, Senior Managing Director and Chief Market Strategist at Virtus Investment Partners, discusses the latest market developments in an interview with Barry Mandinach, Executive Vice President and Head of Distribution.
July 15, 2020
KAR CIO: Review and Outlook on High-Quality Equities
KAR CIO Doug Foreman, CFA, talks with Joe Terranova, Virtus’ chief market strategist, about recent market events, the outlook for high-quality equities, and KAR portfolios.
July 8, 2020
SGA Portfolio Manager: Bullish on Sustainable Growth Companies
Kishore Rao, portfolio manager and analyst with Sustainable Growth Advisers, discusses his expectations for growth equities in the second half of the year with Virtus’ chief market strategist, Joe Terranova.
July 6, 2020
Newfleet CIO: Market Stresses Have Eased, Opportunities Abound for Active Managers
David Albrycht, President and Chief Investment Officer of Newfleet Asset Management, discusses the four primary reasons markets have eased since the March 23 low, and where he identifies potential opportunities for the second half of 2020.
June 19, 2020
Duff & Phelps Co-CIO: Real Assets Outlook
Duff & Phelps Investment Management’s Co-CIO David Grumhaus discusses the impact of COVID-19 on real assets, recent market volatility, and the opportunities and risks in Global Real Estate and Global Listed Infrastructure markets. Recorded June 17, 2020.
June 8, 2020
Vontobel CIO: Opportunities in Emerging and Global Markets
Vontobel Asset Management CIO Matt Benkendorf of the Quality Growth Boutique discusses emerging and global equity markets, the impact of the COVID-19 pandemic and recent volatility, and the opportunities that exist in higher quality companies around the world. Recorded June 4, 2020.
April 16, 2020
1Q20 Capital Markets Overview with Joe Terranova
Joe Terranova, Senior Managing Director and Chief Market Strategist at Virtus Investment Partners provides timely insights on the global economy and markets, while providing perspective on portfolio positioning in the current environment.
April 12, 2020
Volatility in Perspective—Newfleet CIO Discussion
David Albrycht, President and Chief Investment Officer of Newfleet Asset Management, shares his latest views in the Virtus ‘Volatility in Perspective’ series. Dave discusses current risks in the bond market, Fed and Central Bank actions, how the market has changed in the past few weeks, and how Newfleet is positioning its multi-sector portfolios.
April 8, 2020
Volatility in Perspective—Vontobel CIO Discussion
Vontobel Asset Management CIO Matt Benkendorf offers his perspective on recent global volatility and the impact on Vontobel’s international, global, and emerging markets portfolios. He fields questions from financial advisors on the impact of the pandemic on global markets.
April 3, 2020
Seix Updates Advisors on Leveraged Loans and High Yield
George Goudelias, Managing Director, Head of Leveraged Finance, Senior Portfolio Manager, and Michael Kirkpatrick, Managing Director, Senior Portfolio Manager of Seix Investment Advisors, recently discussed how global market volatility has affected leveraged credit on a live call with advisors. George and Mike shared their views on where they are seeing risks—and potential opportunities—in the leveraged loan and high yield bond markets.
April 2, 2020
Volatility in Perspective—KAR Panel Discussion
One in a series of Volatility in Perspective updates from Virtus affiliated managers discussing how the coronavirus crisis is affecting capital markets and their portfolios. KAR CIO Doug Foreman and portfolio managers Jon Christensen and Craig Thrasher offer perspective on the global volatility, how KAR’s quality-driven equity portfolios are faring, and field a range of questions on the impact of the pandemic on U.S. and international equities.
March 23, 2020
Newfleet CIO Discusses Market Volatility
David Albrycht, President and CIO of Newfleet Asset Management, recently discussed the ongoing coronavirus situation and global market volatility on a live call with advisors.
March 6, 2020
A Deep Dive into KAR Mid-Cap Growth with Doug Foreman
In this recorded interview, Kayne Anderson Rudnick CIO Doug Foreman discusses opportunities in the mid-cap equity space and the high-quality strategy behind the Virtus KAR Mid-Cap Growth Fund, which he has managed since 2012.
February 24, 2020
Virtus Voices: Observations on the High Yield Energy Sector, Featuring Eric Hess
Newfleet portfolio manager and high yield sector head Eric Hess, CFA, sits with Virtus chief market strategist Joe Terranova for a detailed discussion on the HY Energy sector. Eric and Joe review the last decade in the industry, factors that led to a decline in the sector, and where Newfleet is identifying opportunities while maintaining a cautious position
February 6, 2020
SGA Portfolio Manager: Invested in High-Quality, Sustainable Growth Companies and Prepared for Volatility
Kishore Rao, portfolio manager and analyst at Sustainable Growth Advisers (SGA), speaks with Joe Terranova, Virtus’ chief market strategist, about the market’s performance in the context of its historical behavior, dealing with volatility by focusing on high-quality, sustainable growth companies in the U.S. and around the world, and why ESG (environmental, social, and governance) factors are an integral component of SGA’s investment process.
February 3, 2020
Newfleet Portfolio Manager Discusses Strong 2019 for Fixed Income and Where They Are Finding Value
Senior Managing Director and Portfolio Manager Benjamin Caron, CFA, talks with Virtus Chief Market Strategist Joe Terranova about the factors that paved the way for strong fixed income returns in 2019, key performance drivers for the multi-sector strategies, and their views on energy and the changing dynamics of that market.
February 3, 2020
Seix Head of Leveraged Finance: Loans Look Pretty Attractive Relative to Other Fixed Income Asset Classes Right Now
George Goudelias sits down with Virtus Chief Market Strategist Joe Terranova to discuss the loan market, economy and potential impacts of the Coronavirus, as well as a deeper dive into what he’s seeing in the technology and energy sectors.
July 10, 2019
Replay: A Mid-Summer Panel Call on Mid-Cap Investing
Portfolio managers from two Virtus affiliates, quality-driven growth manager Kayne Anderson Rudnick (KAR) and dividend-focused value manager Ceredex Value Advisors, discuss the mid-cap space and the opportunities they see.