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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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