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
As EM fundamentals improve and DM debt concerns grow, a shrinking volatility premium suggests it might be time to reassess the risks between EM and DM credit. https://t.co/tQWNIoMk7m

[Westchester Capital Management @WestchesterCap]

Was 3Q moderation in M&A activity the start to a more selective phase of the market cycle? See what deals merger arb experts Westchester Capital are looking at for year-end. https://t.co/ZF5MZ5yOUu
@virtus

[Stone Harbor Investment Partners @StoneHarborEMD]

Once seen as a long shot, Flávio Bolsonaro now appears poised to become Brazil’s next president, with Polymarket assigning him an 80% probability of victory. See this week’s Weekly Comments on Credit for more emerging markets insights. https://t.co/AS4TovkRKu

[Stone Harbor Investment Partners @StoneHarborEMD]

Weekly Comments on Credit
Despite forecasts for a strong 2026-27 El Nino, water levels at Ecuador’s Mazar reservoir remain manageable. See this week’s Weekly Comments on Credit for more emerging markets insights. https://t.co/kA1YhFn9Qj

[Virtus Investment Partners @virtus]

Congratulations to Joe Terranova and the @CNBC @HalftimeReport team on this milestone. The Show's staying power reflects its enduring value to investors.
@terranovajoe

[NYSE 🏛 @NYSE]

Celebrating 15 years of @cnbc's @HalftimeReport with @TheJudgeCNBC 🎉

[Stone Harbor Investment Partners @StoneHarborEMD]

Weekly Comments on Credit
Mongolia’s external and general government debt have both declined sharply from their peaks, reaching roughly one-third of GDP by 2026. See this week’s Weekly Comments on Credit for more emerging markets insights. https://t.co/Ge8dbfl4la

[JacksonNational @JacksonNational]

In partnership with Jackson®, @virtus’s Sharon Mossman shared insights on behavioral finance with our Nashville wholesalers—with an especially interesting deep dive into the 2008 global financial crisis.

[Stone Harbor Investment Partners @StoneHarborEMD]

Weekly Comments on Credit
This week we look at the surge in South Korea’s current account balance due to the boom in AI-related semiconductor exports. https://t.co/TsKFvi37we

[Newfleet @newfleet]

Encouraging signs on U.S. core inflation in August: the last two readings for market-price core PCE moved lower even as the labor market tightened. Real improvement or just noise? Read more in @virtus partner Newfleet’s Spotlight on Global Credit. https://t.co/mv21uT72Hf

[Virtus ETFs @VirtusETFS]

Investors concerned about real estate volatility may be more interested in a balanced portfolio of #REIT equity and debt. Like other fixed income investments, debt issued by REITs can help mitigate risk. Read our latest insights. https://t.co/uiyKs4HPgD @virtus

[Westchester Capital Management @WestchesterCap]

A done deal? Westchester Capital’s Co-CIO Roy Behren told @barronsonline that the odds of Paramount’s proposed acquisition of Warner Bros. Discovery are higher than the market’s 85%. Read more: https://t.co/qrJgzjeX0B @virtus

[Newfleet @newfleet]

Dispersion across fixed income sectors can create both challenges and opportunities. A multi‑sector approach to core bonds may help broaden the opportunity set while managing risk. https://t.co/uvTkV3s2Fp
@virtus

[Stone Harbor Investment Partners @StoneHarborEMD]

Weekly Comments on Credit
This week we look at the surge in Sri Lankan monthly remittances that are helping the economy absorb the fiscal shocks from higher oil prices. https://t.co/MKBRzn8hik

[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