More than Malls
Geoff Dybas joined Virtus Chief Market Strategist Joe Terranova for an insightful discussion about global real estate investing
September 29, 2020
Virtus Voices
Listen to the interview series featuring our investment professionals’ thoughts on economic trends and current market events.
September 29, 2020
It’s All About Valuations
Dave Albrycht joined Virtus Chief Market Strategist Joe Terranova for an insightful discussion about active multi-sector fixed income management.
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.
September 9, 2020
A Singular Focus on Concentrated Portfolios of High-Growth Companies
Anthony Zackery joined Virtus Chief Market Strategist Joe Terranova for a discussion on the composition of, and opportunities for, the high-growth Virtus Zevenbergen Innovative Growth Stock Fund.
September 9, 2020
The High Yield Advantage
Mike Kirkpatrick joined Virtus Chief Market Strategist Joe Terranova for an insightful discussion about active management in the high yield market.
September 9, 2020
A Commitment to High-Quality Investing
Doug Foreman joined Virtus Chief Market Strategist Joe Terranova for a discussion of KAR’s commitment to high-quality investing.
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
Vontobel CIO: Navigating the Coronavirus and Other Headline Risks in Global Equity Markets
Matthew Benkendorf, chief investment officer of Vontobel Asset Management, speaks with Joe Terranova, Virtus’ chief market strategist, about the latest headlines and headwinds confronting global markets, from China’s coronavirus to India’s slowdown, navigating the risks and opportunities that volatility creates, and the long-term case for quality growth companies.
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.
November 7, 2019
Replay: 3Q 2019 Panel Call Regarding the Impact of Global Negative Rates
Three leading portfolio managers from distinct Virtus partners examine what’s behind the negative interest rate momentum, the effects of low rates on the bond and real estate markets, and the direction of Fed policy. The panelists also discuss the risk that more accommodation could lead to deflation, and who is buying negative-yielding debt.
October 30, 2019
Vontobel CIO: Emerging Markets, Q3 Earnings, and Opportunities
Matthew Benkendorf discusses the latest market events and investment headlines: the Fed’s bond buying initiative and what it means for emerging markets; where he sees the best opportunities globally right now; Q3 earnings reports and outlook on corporate profits for the U.S. and abroad.
October 30, 2019
SGA Portfolio Manager: A Strategy for Dealing with Volatility
In his debut Virtus Voices podcast, Kishore Rao, portfolio manager and analyst at Sustainable Growth Advisers (SGA), discusses the firm’s investment philosophy and focus on finding reliable high-growth companies, and long-standing history of navigating periods of high volatility, such as the 2008 financial crisis.
October 18, 2019
KAR CIO: Making Sense of the Global Slowdown, Thoughts on Recession, and the Growth-to-Value Rotation
Doug Foreman, chief investment officer of Kayne Anderson Rudnick, offers informed views on the latest headlines in financial markets and investment news. This quarter: what’s going on with the global economy (industrial activity is slowing but the consumer is in great shape); is the U.S. close to recession (he thinks we’re actually in the middle of a mini-recession, our third in 10 years), and what investors should take away from the recent growth-to-value market rotation (it all comes down t
October 17, 2019
Newfleet CIO on the “Bond Pickers’ Market”
David Albrycht discusses signs of a global slowdown, negative yielding debt, Fed actions for remainder of year, and how the team is positioning their multi-sector bond portfolios in light of their current views.
October 17, 2019
Seix Head of Leveraged Finance talks LIBOR, SOFR, and Current Views on the Loan Market
George Goudelias discusses LIBOR floors and the plan to phase out LIBOR in 2021, as well as his current insights on fundamentals and technicals in the bank loan market.
August 20, 2019
Vontobel CIO Talks Trade Wars, Monetary Policy, Global Growth
Vontobel CIO Matt Benkendorf talks with Peter Batchelar, head of the Virtus Product Group, about recent market events and headline news—the U.S.-China trade war, changes in Fed and global central bank policy, negative interest rates—and the implications for equity investors in the emerging markets and developed markets.
August 5, 2019
Virtus Voices: Observations on the Loan Market Featuring Frank Ossino
Newfleet Asset Management’s Frank Ossino provides perspective on why the bank loan market should be viewed as an income asset class, not solely as an interest rate hedging tool.
July 29, 2019
KAR CIO: Making the Case for High-Quality, High-Conviction Investing
Kayne Anderson Rudnick CIO, Doug Foreman, explains how he and his team maintain their high-conviction approach to investing without being distracted by market noise, what defines a “high-quality” company, and the growing opportunity in international and emerging market small-cap stocks. Plus, observations on current market events, including GDP growth, Fed policy, and the yield curve.
July 19, 2019
David Albrycht on Global Debt: The Wide Road Ahead
The dovish pivot by central banks along with the slowly growing economy set the stage for a complete reversal of the December 2018 drawdown in the credit markets and a very strong quarter for multisector portfolios.
July 16, 2019
Seix Portfolio Manager Interview: Next Steps for Bank Loans
George Goudelias, Head of Leveraged Finance at Seix Investment Advisors, provides his perspective on the U.S. fixed income markets, where the team is finding opportunity in the leveraged loan space, and why they believe Collateralized Loan Obligations (CLOs) remain attractive.
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.
June 7, 2019
Vontobel CIO: International Markets and Volatility
Vontobel CIO Matthew Benkendorf shares his views on the latest international market happenings: 1) The ways emerging markets are becoming more like developed markets – and vice versa; 2) his “non-consensus” views on the Federal Reserve’s latest position and recent trade developments; and 3) how Vontobel is positioned to capitalize on the opportunities that volatility creates.
May 3, 2019
Seix Portfolio Manager Interview: Bank Loans are Back
George Goudelias, Head of Leveraged Finance at Seix Investment Advisors, sees bank loans as an asset class that has had a significant recovery in 2019, coming back from the liquidity-driven sale of the asset class that took place in December. In times of negative market movements, bank loans may serve as a portfolio shock absorber, holding on to their value better than a lot of other risk assets.
April 29, 2019
Replay: 1Q19 Live Panel Discussion
Portfolio Managers from Newfleet Asset Management, LLC, Seix Investment Advisors, LLC, and Vontobel Asset Management, Inc. share their insights and perspectives on market trends and how they are impacting equity and fixed income portfolios.
April 26, 2019
David Albrycht Discusses Opportunities in the Credit Markets
Newfleet Chief Investment Officer David Albrycht explains why high yield, emerging market debt, and asset backed securities look attractive at this time and how he believes they can enhance a portfolio’s fixed income allocation.
April 18, 2019
KAR Portfolio Manager Interview: The Growth Potential of “SMID-Caps”
Craig Stone, portfolio manager of the Virtus KAR Small-Mid Cap Core Fund, discusses the compelling opportunity set a blended portfolio of small- and mid-cap stocks offers investors over separate allocations, and why an active approach to the “SMID” space makes sense over passive.
April 4, 2019
Ceredex Portfolio Manager Interview: Mid-Cap Value and the Pursuit of Dividends
Don Wordell, portfolio manager of the Virtus Ceredex Mid-Cap Value Equity Fund since 2001, discusses the particular opportunities mid-cap value stocks have to offer investors in today’s low interest rate environment and the attractive dividend yields available from the dividend-paying companies Ceredex focuses on in the mid-cap space.
April 4, 2019
KAR CIO Interview: Why Mid Caps? Why Mid-Cap Growth?
KAR CIO Doug Foreman, CFA, discusses why mid-cap equities deserve to be treated like a separate asset class and should not be overlooked by investors, the exciting growth potential mid-cap companies offer compared to small- and large-cap companies, and Kayne Anderson Rudnick’s quality-driven approach to the mid-cap portfolios they manage, including the Virtus KAR Mid-Cap Growth Fund.
March 27, 2019
KAR Portfolio Manager Interview: Opportunities in Mid-Cap Core
Jon Christensen, portfolio manager of the Virtus KAR Mid-Cap Core Fund, discusses Kayne Anderson Rudnick’s quality-driven approach to mid-cap investing and the opportunities that exist for investors among what he calls the “underappreciated overachievers” of the equity market.