January 27, 2023 — How should investors think about the month of January? In today's video Observations and Expectations, Virtus Senior Managing Director and Chief Market Strategist, Joe Terranova, addresses the question.

Does the 60%/40% portfolio still work? In today's video Observations and Expectations, Virtus Senior Managing Director and Chief Market Strategist, Joe Terranova, addresses the question.

Is there a January effect? In today's Video Observations and Expectations, Virtus Senior Managing Director and Chief Market Strategist, Joe Terranova, addresses the question.

“From January 1, 2020 through December 31, 2022, the capital markets endured a global pandemic, war in Eastern Europe, 425 basis points of monetary tightening in six months, and 40-year highs for inflation. Remarkably, the S&P 500® Total Return Index gained 24.72% during this period.”
– Joe Terranova

“The most important thing in investing is not the forecast. It’s managing the risk around that forecast.”

–Joe Terranova, Chief Market Strategist, Virtus Investment Partners