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Virtus Voices

Listen to the interview series featuring our investment professionals’ thoughts on economic trends and current market events.

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Joe Terranova

Capital Markets Discussion with Joe Terranova

In a recent call with financial professionals, Virtus’ Chief Market Strategist Joe Terranova discusses the idea of an “investment renaissance,’ the Biden administration, and the perception vs. reality of inflation in the U.S.

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Portfolio Manager Panel: International Opportunity and Outlook

2020 was a memorable year for the world’s equity markets, taking investors on a wild ride from start to finish. Investment professionals from Vontobel Asset Management, Sustainable Growth Advisers, and Kayne Anderson Rudnick reflect on the market-moving events of the past year and discuss their expectations for international equities in 2021.

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David Albrycht

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.

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Jim Keegan

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.

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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.

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David Albrycht, CFA

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.

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George Goudelias

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.

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Joe Terranova

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.

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Finian O'Shea - Wells Fargo Senior Equity Analyst

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.

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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.

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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.

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Joe Terranova

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.

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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.

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Matthew Benkendorf

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.

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Joe Terranova

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.

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David Albrycht, CFA

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.

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Matthew Benkendorf

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.

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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.

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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.

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Eric Hess

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

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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.

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