Virtus Viewpoints
Virtus investment partners share their economic and market insights through timely written commentary, providing investors a variety of ways to access the our portfolio managers’ current perspectives.
Market Reviews
Virtus portfolio managers provide timely commentary regarding the prior quarter’s economic environment and market events, with a view to how these impact their market sector. Market Reviews include discussion of the portfolio managers’ outlook for the quarter and year ahead.
Q2 Market Review & Outlook
Is Big Tech Back?
Q2 Market Review & Outlook - Multi-Sector
As last quarter’s banking stresses abated, risk rallied, and most spread sectors outperformed U.S. Treasuries
Q2 Investment Grade Taxable and Tax-Exempt Fixed Income
Continued Resilience Versus Stubborn Inflation and Hawkish Fed
Q2 Leveraged Finance
Continued Resilience in the Face of Volatility
Q2 Market Review & Outlook
Global Equities Stage Second-Quarter Rally Despite Continued Risks
Q2 Market Review & Outlook - Emerging Markets Debt
Inflation readings in many emerging markets (EM) turned lower and EM growth remained resilient in Q2.
Q2 Event-Driven Market Review & Outlook
We believe that deal spreads now reflect and compensate for the additional risk