Commentary and Insights
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Mutual Fund Commentary & Insights
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Download resources to help your clients put context around today’s market news, previous quarterly performance, and the long term outlook for their funds.
Transamerica 2017 Outlook
Following the 2016 presidential election and a surprise year-end stock market rally, Transamerica Chief Investment Officer Tom Wald, CFA®, is looking ahead to 2017 and how things may shake out under a dramatically different administration.
In this brief video, Tom shares his views on the stock market, interest rates, inflation, and international markets.
Market Update - November 2016
"Remember history has shown, that over the long term markets will follow economic and profit cycles rather than political ones." - Transamerica Asset Management Chief Investment Officer Tom Wald, CFA®
In this video Tom looks forward, while providing some perspective on a very eventful month.
Transamerica 2016 Midyear Outlook
A little more than midway through 2016, stocks are at all-time highs, long-term treasury yields are at all-time lows, and returns on high-yield bonds are up about 10%. What does this mean to investors?
To help you make sense of it all, Transamerica Chief Investment Officer Tom Wald, CFA® offers his insight in this two-minute video.
Transamerica 2016 Outlook
No matter how you invest in 2016, there's a good chance that rising U.S. interest rates, the strong U.S. dollar, and low oil and gas prices could affect both your wallet and your portfolio.
To help you take on the new year, Transamerica Chief Investment Officer Tom Wald, CFA®, has released his 2016 Outlook with insights on what investors should watch for.
Transamerica 2017 Outlook
Following the 2016 presidential election and a surprise year-end stock market rally, Transamerica’s Chief Investment Officer, Tom Wald, CFA®, is looking ahead to 2017 and how things may shake out under a dramatically different administration.
Mutual funds are subject to market risk, including the loss of principal. Past performance is not indicative of future results.
Shares of the funds may only be sold by offering the funds’ prospectus. You should consider the investment objectives, risks, charges, and expenses of the funds carefully before investing. The prospectus contains this and additional important information regarding the fund. To obtain the prospectus and/or summary prospectus, please contact your financial professional or click here. The prospectus should be read carefully before investing.
Money Market fund disclosure: learn more.
*Closed to new investors
**Prior to May 1, 2015, this fund had a different name, sub-adviser and investment strategy. Click here for the Information Statement related to these changes.
***Formerly known as Transamerica Money Market.
2Formerly known as Transamerica Growth Opportunities.
3Formerly known as Transamerica Enhanced Muni.
Transamerica Money Market changed its name to Transamerica Government Money Market, and the fund now operates as a “government” money market fund under new federal regulations, which became effective on October 14, 2016. A “government” money market fund invests at least 99.5% of its total assets in U.S. government securities, cash, and/or repurchase agreements that are fully collateralized by U.S. government securities or cash.
You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. The Fund may impose a fee upon sale of your shares or may temporarily suspend your ability to sell shares if the Fund's liquidity falls below required minimums because of market conditions or other factors. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund's sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.
Shares of the funds may only be sold by offering the funds’ prospectus. You should consider the investment objectives, risks, charges, and expenses of the funds carefully before investing. The prospectus contains this and additional important information regarding the fund. To obtain the prospectus and/or summary prospectus, please contact your financial professional or click here. The prospectus should be read carefully before investing.
Money Market fund disclosure: learn more.
*Closed to new investors
**Prior to May 1, 2015, this fund had a different name, sub-adviser and investment strategy. Click here for the Information Statement related to these changes.
***Formerly known as Transamerica Money Market.
2Formerly known as Transamerica Growth Opportunities.
3Formerly known as Transamerica Enhanced Muni.
Transamerica Money Market changed its name to Transamerica Government Money Market, and the fund now operates as a “government” money market fund under new federal regulations, which became effective on October 14, 2016. A “government” money market fund invests at least 99.5% of its total assets in U.S. government securities, cash, and/or repurchase agreements that are fully collateralized by U.S. government securities or cash.
You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. The Fund may impose a fee upon sale of your shares or may temporarily suspend your ability to sell shares if the Fund's liquidity falls below required minimums because of market conditions or other factors. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund's sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.