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January 6, 2020

KAR Small-Cap Fund Recognized for a Decade of Strong Performance

The Virtus KAR Small-Cap Growth Fund is the subject of a Reuters feature highlighting the Fund’s strong performance over the last decade relative to all other stock mutual funds. Though currently closed to new investors, the fund remains open to defined contribution and defined benefit plans. Read the article for insights from the portfolio managers, Todd Beiley and Jon Christensen, who manage several small- and mid-cap portfolios at Kayne Anderson Rudnick.

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November 27, 2019

James Keegan and Perry Troisi featured in WealthManagement: “Credit Binge May Produce Quite a Hangover”

James F. Keegan is chief investment officer and chairman of Seix Investment Advisors. Perry Troisi is a managing director and senior portfolio manager at Seix. In WealthManagement’s Fixed Income Outlook 2020 (November 2019 edition), the two provide their views on the current credit binge that has led to a considerable deterioration in the overall quality of the investment grade corporate bond universe.

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November 26, 2019

Activate Your Fixed Income

Amid growing uncertainty, investors have shown greater interest in bond funds but must contend with a variety of risks as central banks around the world continue to implement unprecedented negative rate policies and the Federal Reserve remains accommodative. Here’s a guide to why active management matters.

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November 25, 2019

Medicine, Politics, and Investing: Tensions Abound

More than immigration or the economy, healthcare is poised to be a central political fault line in next year’s presidential election. And, with the sector representing about 13 per cent of the S&P 500® benchmark stock index, as of July 31, the political situation will be keenly watched by investors.

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November 13, 2019

2019 Q3 Vital Signs: What a Difference a Decade Makes

Ten years may sound like “long term” investing, unless you’re talking about the 10 years ended September 30, 2019. Without the bear market of 2008-09 in your time frame, the view becomes incredibly rosy. A 20-year lookback provides much-needed perspective.

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November 8, 2019

Mid-Caps: At the Center of Attention

Explore the key attributes of mid-cap investing and the opportunities offered to investors, and use our interactive tool to see how an allocation to mid-caps may improve an equity portfolio’s performance and mitigate risk over time.

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August 29, 2019

An Update on LIBOR

Newfleet Asset Management’s current view regarding the discontinuation of LIBOR, which is scheduled to happen at the end of 2021, and its potential impact on the loan market.

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August 21, 2019

Implications of the Yield Curve Inversion

The ten-year U.S. Treasury note yield recently fell below that of the two-year note for the first time since 2007. Should the yield curve stay inverted for an extended period, it is clearly a negative development for economic growth. Kayne Anderson Rudnick (KAR) believes the yield curve tends to be a more accurate forecasting tool than many economists or Wall Street strategists, and should prompt the Fed to extend rate cuts.

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July 8, 2019

A Different Way Home

The search for attractive long-term growth is an evergreen quest for all investors. Finding that growth while also trying to avoid sharp market losses is an even more challenging task.

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March 7, 2019

Managed Accounts as a Retirement Plan Solution

Plan sponsors have a wide variety of investment solutions available to them in today’s retirement plan marketplace. This paper provides a framework for evaluating the potential benefits of including managed accounts as a complementary plan solution alongside participant-directed investments and target date funds.

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December 13, 2018

Leveraged Loans and High Yield Bonds: Hedging Inflation in Retirement Plans

With inflation a growing concern, retirement investors may wish to consider an allocation to non-traditional inflation hedges like high yield bonds and leveraged loans which offer little to lower duration risk, respectively, and a low correlation to investment grade bonds, as well as other benefits.

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June 25, 2018

Global Listed Infrastructure Q&A with Duff & Phelps

In April and May 2018, members of Duff & Phelps’ Global Listed Infrastructure team traveled to Australia, New Zealand and Europe for investment research trips. Senior portfolio manager Connie Luecke, CFA, shares insights gleaned from site visits and meetings with management.

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May 18, 2018

REITs: The bid is back!

The Duff & Phelps Global Real Estate Investment Team comment on the positive pickup in deal activity in the industrial REIT space over the past month.

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