Virtus Investment Partners

Weekly Comments on Credit This week we discuss which Gulf states have oil export contingency routes that can circumvent the Strait of Hormuz and which have significant trapped capacity, creating strains on their fiscal accounts. bit.ly/4sZCJiB

“Technology continues to lead global M&A activity, accounting for nearly half of the year-to-date deal volume.” Virtus investment partner Westchester Capital Management discusses attractive deals in this uncertain environment. bit.ly/3NCul5Z @virtus

Over a 3-6 mo horizon, job growth has slowed to around zero, primarily reflecting immigration policy changes. We explore the implications of this evolving labor market backdrop & what it means for growth, policy, and credit mkts—Spotlight on Global Credit bit.ly/4cMltbT

Weekly Comments on Credit In our Economist Corner, we discuss the extent to which energy costs as a share of income for U.S. consumers have declined substantially since the 1970s and account now for less than 4% of income. bit.ly/4btRy65

The Virtus Convertible Fund is a 2026 LSEG Lipper Fund Award Winner in the Convertible Securities Funds category over the 3yr period–Class R6 & over the 10yr period–Class Inst. More: bit.ly/4bmKqIl Img: LSEG Lipper Fund Awards© '26 LSEG/All rights res./Used under license

In this video Observations and Expectations, Virtus Senior Managing Director and Chief Market Strategist, Joe Terranova, reviews the nature of market volatility, oil, taxable fixed income, and corporate earnings growth. Watch - bit.ly/4luPi34 @terranovajoe

Weekly Comments on Credit This week we look at which emerging markets will likely benefit if oil & gas prices remain elevated and which will be more challenged. bit.ly/4lctWr3

Effective today, March 2, 2026, Keystone National Group has joined Virtus as a new investment manager. Keystone specializes in asset-centric private credit and is a pioneer in providing such strategies to the wealth channel. Read more. bit.ly/4r1CthP

Ghana’s current account surplus surged in Q4 25 to a record $4.3 billion compared with a deficit in Q4 2023, driven by dramatic increases in the price of gold and cocoa and providing a meaningful upgrade to the country’s external credit profile. Read more. bit.ly/4kXM5J3

Read what Roy Behren at @virtus partner Westchester Capital Management has to say about asset scale in the U.S. and the latest large acquisition from the U.K. bit.ly/4u0PIlC

Cue the Hollywood cliffhanger: Roy Behren discussed the Warner Bros. deal that could go either way and how his M&A strategy is a market neutral play in the high-stakes asset class. Read more. bit.ly/4qSAD2J @virtus

Kathryn M. Kaminski, Ph.D., CAIA, Chief Research Strategist at Virtus investment partner #AlphaSimplex, spoke with the @BBCNews about the impact of new U.S. tariffs and “uncertainty about what those tariffs may mean.” Watch now. bbc.in/40ttRpa

Katy Kaminski, Ph.D., CAIA, Chief Research Strategist at Virtus investment partner #AlphaSimplex, joined @FINTECH.TV to break down equities, bonds, currencies, commodities, and the Fed outlook for the rest of 2026. Watch now. bit.ly/4s56xtF

What sectors are leading M&A activity so far this year? Virtus investment partner Westchester Capital Management digs into announced transactions and upcoming opportunities. bit.ly/3NCul5Z @virtus

Joe Terranova discussed the market’s recent “transition away from momentum toward quality” and how that heavily affected rebalance decisions. Watch now. bit.ly/4abAsdU @terranovajoe @virtus

This week we look at another remarkable EM turnaround story, with Sri Lanka’s macroeconomic performance improving greatly since its 2022 default, as evidenced by its rebounding growth, surging primary surplus, and lower debt to GDP ratio. bit.ly/46fhzUP

Tech isn’t out of steam–it’s just getting started. #Silvant Capital CIO Michael Sansoterra says earnings & tech fundamentals remain strong, and as long as cos. continue to exceed expectations, tech stocks look well positioned to perform in 2026. cnb.cx/4qRodbk @CNBC

“The U.S. is in the early stages of a power demand super cycle fueled by AI, growth in EVs, and reshoring of domestic manufacturing,” read more in a @FAMagazine interview with the PMs of the Virtus Reaves Utilities ETF ($UTES). bit.ly/4aWtc5F @virtus @ReavesAssetMgmt

Weekly Comments on Credit This week, we discuss the surge in West African countries’ FX and gold reserves in 2025, supported by soaring precious metal prices as well as balance-of-payments improvements, strengthening their external buffers. bit.ly/4kAY27f

Weekly Comments on Credit This week we discuss the dramatic surge in EM sovereign bond issuance in January, which reflects strong demand for EM assets and will improve financial flexibility for sovereign issuers. bit.ly/4a53s6M