Skip to main content.

Virtus Voices

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

Filter By:
All
Ceredex
KAR
Newfleet
Seix
Vontobel

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.

Listen Now

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.

Listen Now

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

Listen Now

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.

Listen Now

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.

Listen Now

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. 

Listen Now

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.

Listen Now

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.

Listen Now

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.

Listen Now

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.

Listen Now

Vontobel CIO Explains Why ‘Risk Matters’ More in 2019

Matthew Benkendorf, Chief Investment Officer of Vontobel Asset Management, reflects on the reintroduction of volatility to global markets, the impact of central bank monetary policy normalization on emerging markets, and why an investment focus on high-quality businesses is critical for navigating the risk environment over the long term.

Listen Now

KAR CIO Discusses Fed/Market Disconnect, Trade Wars, Earnings Expectations

Kayne Anderson Rudnick CIO Doug Foreman puts recent market events into perspective for investors. Topics discussed include the disconnect between the Federal Reserve’s views and market consensus on interest rate and U.S. growth; impacts of the U.S.-China trade war; and his expectations for corporate earnings and market returns in 2019.

Listen Now
Filter By:
All
Newfleet
ETF

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.

Listen Now

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.

Listen Now

Replay: Emerging Markets 2019 – Outlook and Opportunity

Darshan Bhatt and Carlos Asilis of Glovista Investments explore the convergence of emerging and developed markets, and how investors may wish to position their long-term, global equity portfolios to pursue the growth potential of the “most favored” emerging markets countries.

Listen Now

Replay: CIO Insights Call with David Albrycht of Newfleet Asset Management

David Albrycht, President and Chief Investment Officer of Newfleet Asset Management, speaks with Joe Terranova, Chief Market Strategist of Virtus Investment Partners. Dave and Joe discuss the 2018 bond market, global and emerging market debt, and capital market expectations for the year ahead. Dave shares his views on corporate credit conditions and the leveraged finance market, as well as where he identifies opportunities for Newfleet’s multi-sector bond portfolios.

Listen Now