Virtus Investment Partners

As the Fed prepares for rate cuts, short-duration credit may be an attractive alternative to cash that offers the potential for price gains as rates decline. Read "Cash Trap: Why Waiting for Lower Rates May Cost You Income." https://bit.ly/4edpkfw Newfleet Asset Management Seix Investment Advisors

“This volatility is here to stay,” Virtus Investment Partners affiliate AlphaSimplex’s Kathryn Kaminski, PhD, CAIA, Chief Research Strategist and Portfolio Manager tells Bloomberg. She advises looking outside the traditional portfolio, as “Other asset classes might provide better hedge-like properties during this type of environment.” Watch at the 13:18 mark. https://bloom.bg/4cXbflr

Weekly Comments on Credit In our Economist Corner, Seamus Smyth, Ph.D., discusses latest data that shows continued labor market rebalancing in the U.S. and why that is important. https://bit.ly/3Zefndm #EmergingMarkets

What’s on deck for managed futures when “85% of trend portfolios are invested in fixed income”? Virtus Investment Partners affiliate AlphaSimplex’s Kathryn Kaminski, PhD, CAIA, Chief Research Strategist and Portfolio Manager, discusses what to look for on Top Traders Unplugged.

Michael Sansoterra, CIO at Virtus affiliate Silvant Capital Management LLC, was featured on the Adjusted For Risk podcast. Michael discusses his approach to growth investing, based on the idea that growth investing is a condition, not a category. Listen now: https://bit.ly/47ipFva WealthManagement.com

Weekly Comments on Credit September 6 — Our chart of the week highlights continued improvement in Turkey’s net FX reserve position against the backdrop of more orthodox monetary policy. #EmergingMarkets • PDF and Podcast: https://bit.ly/3Zefndm • This week’s podcast presenter: Richard Lange, Portfolio Manager, Emerging Markets Corporate Debt

In their latest Investment Policy Statement, Virtus partner Stone Harbor Investment Partners discusses how market and Fed assessments of the neutral rate have shifted over the last several decades. https://bit.ly/3ZeaIIo #bonds #emergingmarkets

Can managed futures be the “palm tree among oak trees” in client portfolios? Kathryn Kaminski, PhD, CAIA, Chief Research Strategist and Portfolio Manager, describes how AlphaSimplex Group attempts to weather macro storms without breaking. Listen: Osaic Weekly Market Impact Podcast - Sept. 3 - https://bit.ly/4dMJrBk Virtus Investment Partners affiliate

Bank loans performed exceedingly well in the second quarter. We believe the yield advantage more than compensates for the current risk. Read our latest insights on bank loans. Virtus ETFs #investing #income #ETFs

Regardless of what returns the stock market produces in the future, thinking and acting for the long-term remains the sanest strategy for investors. https://bit.ly/3Z8QvDZ #InvestmentEducation