Virtus Investment Partners

Virtus Investment Partners provides investment management products and services to individuals and institutions. Important Disclaimers:

[Stone Harbor Investment Partners @StoneHarborEMD]

Weekly Comments on Credit
This week we look at the surge in coffee futures prices as investors demand a weather premium in anticipation of El Nino risks to coffee production. https://t.co/bSrHOz6Xpc

[Virtus Investment Partners @virtus]

How active is your active bond manager? One way to tell is to look at how portfolio allocations change over time as markets evolve. Our latest Income Insights explores what active management looks like in practice. https://t.co/PCP6chagxy
@VirtusETFS @newfleet

[Stone Harbor Investment Partners @StoneHarborEMD]

Weekly Comments on Credit
This week we look at the surge in Serbia’s labor productivity since 2020 due to structural reforms tied to the EU accession process. https://t.co/x9eaYbygKw

[Westchester Capital Management @WestchesterCap]

Cross-border M&A activity set a new high in July, approaching $570 billion and representing more than a quarter of total North American volume. Read monthly insights from Virtus partner Westchester Capital Management. https://t.co/VCaj47an8q

[Westchester Capital Management @WestchesterCap]

Westchester Capital’s Co-CIO Roy Behren discussed ongoing delays in the proposed Warner Bros. Discovery/Paramount merger, and what he believes will happen, with @SchwabNetwork “Trading 360” host Marley Kayden. https://t.co/BC56UVxC3b

[Stone Harbor Investment Partners @StoneHarborEMD]

Weekly Comments on Credit
This week we look at how the Democratic Republic of Congo’s copper boom has secured macroeconomic credibility and benchmark status. https://t.co/G5NIhT0MlZ

[Stone Harbor Investment Partners @StoneHarborEMD]

Weekly Comments on Credit
This week we look at the 74% surge in Brazilian oil production since 2015, which has boosted revenue, strengthening external accounts and credit fundamentals. https://t.co/Gd8WPvlzrS

[Virtus Investment Partners @virtus]

In today's Observations and Expectations, Virtus Senior Managing Director and Chief Market Strategist, Joe Terranova, strives to set expectations for the market for the remainder of the third quarter. Watch Will investor patience be tested?
https://t.co/5tGIKkCM7C @terranovajoe

[Stone Harbor Investment Partners @StoneHarborEMD]

A look at the huge surge in expatriate remittances to Egypt since 2024 currency reforms that allowed the Egyptian pound to float, inspiring greater confidence in the currency to absorb external shocks & encouraging
greater use of official banking channels. https://t.co/LK4FXMxVdn

[Stone Harbor Investment Partners @StoneHarborEMD]

This week we look at the surge in the oil refining premium to an all-time high as disruption of refining infrastructure from the Iran and Ukraine wars has reduced refining capacity and kept gasoline, diesel, and jet fuel prices elevated. https://t.co/ZRqXtfAgcn

[Virtus ETFs @VirtusETFS]

VPFF –New ETF with preferred stock exposure that seeks an above-avg, reliable monthly income stream to complement a traditional bond portfolio. https://t.co/Fp3L9RenP5

Consider Fund obj/risks/charges & exp before investing–Read prospectus: https://t.co/lFGRG3OYLW 1-888-383-0553

[Newfleet @newfleet]

New Fed Chairman Warsh, a longtime critic of central bank overcommunication, just issued the shortest FOMC statement in decades. What could a more tight-lipped Fed mean for markets? Read more in @virtus partner Newfleet’s Spotlight on Global Credit. https://t.co/mv21uT72Hf

[Westchester Capital Management @WestchesterCap]

M&A megadeals are capturing headlines, but they require patience and careful analysis. Learn how experienced manager Westchester Capital is navigating the environment. https://t.co/VCaj47an8q

[Stone Harbor Investment Partners @StoneHarborEMD]

Weekly Comments on Credit
This week we look at Mexico’s surging trade surplus with the U.S. as U.S importers seek to diversify away from Chinese suppliers to reduce tariff exposure risk. https://t.co/l2M0CMnVSN

[Virtus Investment Partners @virtus]

“The challenge with an oil shock is really trying to understand how much of that passes through to other asset classes,” Kathryn M. Kaminski, Ph.D., CAIA, Chief Research Strategist at #AlphaSimplex told @BloombergTV on “The Close.” Starts at 36:41 https://t.co/8a2XvSp7tw

[Virtus Investment Partners @virtus]

The VIX is averaging 19.54 year to date, with a high of 35.3o—not extreme by historical standards, but notably durable. This is not a market reacting to shocks, it’s one recalibrating in real time. More - https://t.co/uo23x7BuDV @terranovajoe

[Virtus Investment Partners @virtus]

The 10-year Treasury yield is testing 4.5%—a level that could start to influence positioning. The key isn’t just how high yields go, but how long they stay elevated. Learn more: https://t.co/gKw1bplCA2 @terranovajoe

[Stone Harbor Investment Partners @StoneHarborEMD]

This week we look at the record-breaking investment inflows into Nigeria, helped by policy rates and elevated oil prices. https://t.co/JAw8B4Vy14

[Virtus Investment Partners @virtus]

Market leadership is getting narrower—and more powerful. https://t.co/4F3zWvg6uT

@terranovajoe #ObservationsandExpectations

[Newfleet @newfleet]

The HY mkt may look safer than it has in yrs but the cost of getting it wrong is rising. BBs are re-leveraging, recovery rates have fallen to 25.4% (vs a 39.7% 16yr avg), & spreads are tight. In this mkt, avoiding losers matters as much as picking winners. https://t.co/BwSA1uJzc5