Virtus Investment Partners

Transatlantic deal flow has been a particularly important source of M&A activity so far this year, reflecting strategic demand for U.S. market access, according to Westchester Capital. bit.ly/3NCul5Z

Weekly Comments on Credit This week we look at Ecuador’s record high FX reserves in April, boosted by the scrapping of diesel subsidies and a surge in non-oil exports. bit.ly/3PoUvxu

Investor returns often lag—not because of markets, but behavior. Barry Mandinach, Virtus Exec VP & Head of Distribution, explores how reactive decisions can erode long-term outcomes and why discipline matters more than timing. Stay invested. Stay focused. bit.ly/4flwjXs

If you still think high yield means junk bonds, we’ve got news for you. Credit quality and default rates have been improving over the last decade. Learn why we like it. bit.ly/3RCA8h2 @virtus

Observations and Expectations-Virtus Sr Managing Dir. and Chief Mkt Strategist, @terranovajoe, reviews strong recent performance across mkts & strong earnings growth; suggests watching the bond mkt, momentum factor, and sovereign wealth funds activity. bit.ly/48UPmUJ

Weekly Comments on Credit This week we show how aggregate emerging market debt-to-GDP ratios are stabilizing at moderate levels in contrast to developed market measures that continue to rise much higher. bit.ly/4f8D7rk

Weekly Comments on Credit This week we discuss the IMF’s upgrades to emerging market external account forecasts in aggregate, thanks to higher commodity prices. bit.ly/4ehyb33

See the replay of our recent Capital Markets Webinar, featuring @terranovajoe and key thought leaders from Virtus investment managers—@Newfleet Asset Management, #Silvant Capital Management, and #VirtusSystematic. Watch - bit.ly/49la1kL

Weekly Comments on Credit This week we discuss the IMF’s upward growth revisions for Nigeria amid higher oil prices and fiscal improvements. bit.ly/4u1ANGO

Silvant has brought its small & mid-cap growth expertise to the ETF marketplace with the Virtus Small/Mid Growth ETF (SSMG). bit.ly/4mM5Hk8 Consider the Fund's obj/risks/charges & exp before investing–Read the prospectus: virtus.com, 1-888-383-0553 @virtus

Weekly Comments on Credit This week we discuss the IMF’s big revisions to emerging market current account estimates because of the effects of the Iran war. bit.ly/4cR03d3 @virtus

Virtus partner, Stone Harbor's investment team, reviews key factors that drove EM debt performance in 1Q, with the military conflict in Iran marking the quarter’s most significant risk-off episode. bit.ly/4ctmX8S @virtus

New: multi-asset Virtus Duff & Phelps Real Estate Income ETF (DPRE) –Seeks a more stable risk-return profile than an all-equity REIT portfolio bit.ly/4tKATCC Consider Fund’s obj/risks/charges & exp before investing–Read prospectus: virtus.com/1-888-383-0553 @virtus

What’s contributing to today’s “explosion of M&A activity?” Westchester Capital’s Co-CIO Roy Behren shares his thoughts on the latest mergers & acquisitions with @SchwabNetwork, which he finds “particularly attractive” in the current environment. Watch: bit.ly/3PYld07

Weekly Comments on Credit This week we discuss the surge in Argentina’s oil production which is boosting its energy trade surplus and shielding it from the global energy shock. bit.ly/47Rj38x

Quality Momentum is a strategy that aims straight down the middle of the fairway. Learn how Virtus does equity investing differently. bit.ly/4abAsdU @virtus

Observations and Expectations - Virtus Sr Managing Director and Chief Market Strategist, Joe Terranova, reviews Q1 performance and discusses elevated volatility, oil prices, earnings growth, and profit margins. bit.ly/4shB9Ig @terranovajoe

Weekly Comments on Credit This week we discuss key commodities other than oil affected by the Strait of Hormuz crisis, putting pressure on farmers and other producers. bit.ly/4lSeOPK

Where are the opportunities in today’s M&A wave? In @barronsonline, Roy Behren points to a sharp rebound in dealmaker confidence and highlights how investors could capture buy targets ahead of deal completion. Read here: bit.ly/41vVyOF (Subscription req.)

Virtus value manager #NFJ Investment Group's senior portfolio manager Burns McKinney discusses where he sees value in the current market environment on “The Claman Countdown.” Watch: fxn.ws/4btTuMZ