The Case for Multi-Sector Bonds
The Virtus Newfleet Multi-Sector Bond ETF invests across the global fixed income universe in an easily accessible vehicle with daily liquidity and low fees.
With inflation surging, interest rates rising from generational lows, and increasing stock market volatility, it’s time to rethink traditional stock and bond allocations.
Alternative investment strategies aim to provide lower volatility, lower market risk, and low or negative correlation to traditional markets. With differentiated sources and patterns of returns, income, and diversification, alternatives may provide the potential to protect traditional portfolios against adverse market conditions.
The Case for Multi-Sector Bonds
The Virtus Newfleet Multi-Sector Bond ETF invests across the global fixed income universe in an easily accessible vehicle with daily liquidity and low fees.
Westchester Monthly Update
Spreads remain very attractive and financial sponsor activity has been steadily increasing, providing a wealth of high-quality transactions for us to evaluate.
Beyond the Hype: Decoding Opportunities in AI
Exploring multiple themes and perspectives surrounding the AI investing landscape.
Utilities: Increased Demand from AI and Other Drivers
Virtus’ Jim Jessup, Income Strategist, interviews John P. Bartlett, CFA, President of Reaves Asset Management about the increasing demand for utilities and what that could mean for investors.
The Case for Actively Managed Utilities
Fundamentals are strong in the utilities sector. Increasing demand for electricity to expand artificial intelligence applications is presenting a timely opportunity for investors.
Investing for Uncertainty: Diversify Across Market Regimes with Managed Futures
Virtus affiliate AlphaSimplex makes an historical case for including managed futures in a larger portfolio: low correlation to major asset classes and diversification that can help manage risk over time.
The Rise of the Managed Futures ETF
Virtus affiliate AlphaSimplex examines the growth of managed futures strategies, providing a roadmap of possibilities for evolution in the ETF space.
An Introduction to ASMF
Alexander D. Healy, Ph.D., Chief Investment Officer AlphaSimplex introduces the diversification potential of the Virtus AlphaSimplex Managed Futures ETF.
Joe Terranova Greets the Heads of Westchester Capital Management in NYC
View on demand: Roy Behren and Michael Shannon, CFA discuss the benefits of Westchester’s event-driven strategies and how their alternative offerings may work for your portfolio.
Video: Overview of Managed Futures & Trend Following
Join Joe Terranova as he discusses trend following and the managed futures with Alex D. Healy, Ph.D., Chief Investment Officer and Portfolio Manager at AlphaSimplex.
Please consider a Fund’s investment objectives, risks, charges, and expenses carefully before investing. For this and other information about any Virtus Fund, contact your financial representative, call 800-243-4361, or visit virtus.com for a prospectus or summary prospectus. Read it carefully before investing.
Not insured by FDIC/NCUSIF or any federal government agency. No bank guarantee. Not a deposit. May lose value.
The value of securities in the portfolio may go up or down in response to the prospects of individual companies and/or general economic conditions. Price changes may be short or long term.
Debt instruments are subject to various risks, including credit and interest rate risk. The issuer of a debt security may fail to make interest and/or principal payments. Values of debt instruments may rise or fall in response to changes in interest rates, and this risk may be enhanced with longer-term maturities.
There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio, or that diversification among different asset classes reduces risk.