Victory Capital

Congratulations to Integrity Asset Management’s Adam Friedman, Senior Portfolio Manager, for being named to the 2024 TopGun Investment Minds list for the U.S Technology, Media and Telecommunication Sectors for the second year in a row! This honor spotlights individual decision makers as being the most accomplished U.S. investors in technology, media and telecommunication equities. Read more in the press release: https://ow.ly/KXNx50SJeTf

“We think income is what ultimately drives returns over time.” Kurt Daum, Senior Portfolio Manager at Victory Income Investors, recently joined Nasdaq's TradeTalks to share his thoughts on how #fixedincome investors should think about positioning their portfolios in today’s environment. Learn more about Victory Income Investors’ market insights and framework for building fixed income portfolios: https://ow.ly/szlh50SIHLu

Many investors allocate to passive bond funds that track the "Agg"—the widely followed Bloomberg US Aggregate Bond Index—for their core fixed income. Yet few understand the nuances of its make-up, which upon closer inspection suggests there may be hidden risks and better alternatives. Read our latest blog post: Cheap Beta Can Be Expensive https://lnkd.in/gcAzqH45 #bonds #fixedincome

Happy first birthday to VFLO! We are celebrating one year of VictoryShares Free Cash Flow ETF (VFLO). This innovative ETF has already made quite the impact on how investors use free cash flow (FCF). Learn all about VFLO, the next generation of FCF investing: https://ow.ly/2kK150SCFFC

With top-heavy returns in the S&P 500, it comes as no surprise to the Integrity Asset Management team that small caps continue to lag large caps. However, could this market see a reversal like that seen at the end of the tech bubble when smaller value stocks began to outperform? Dan Bandi, Chief Investment Officer at Integrity, shares why his team is continuing to preach diversification in this month’s edition of The Catalyst. https://ow.ly/iiZ150Sz5XW

Fact or Fiction? India’s election outcome will be a major roadblock for the investment thesis and growth expectations ahead for the country. FICTION. While unexpected, Sophus Capital believes the outcome of India’s election provides a better setup for more conservative policy efforts still set to benefit from continuity under the Modi administration. Hear Sophus CIO Michael Reynal explain.

With a presidential election coming up this November, should #fixedincome investors be changing their approach? The Victory Income Investors team says not necessarily. In this month’s Bonding Over Bonds, the team gives their view for fixed income in the second half of 2024, and the areas they think are well-positioned for the remainder of the year. https://ow.ly/Esc450SzCaK

Late-cycle economic conditions persist in the U.S., with markets buoyed by sentiment and narrow pockets of strength. Although WestEnd Advisors remains optimistic that the cycle can grind on, they also see slowing growth alongside elevated sentiment warranting caution. Should investors be playing offense, defense, or both? Read the Xs and Os of how the team is allocating in this environment. https://ow.ly/VIji50SyMnO

Today, Victory Capital announced we have reached a definitive agreement with Amundi to become strategic partners. As part of the agreement, Amundi US will be combined into Victory Capital and Amundi and Victory Capital have entered into reciprocal 15-year distribution agreements, which will be effective upon the closing of the transaction. For more details and important information about the transaction, please read our press release here https://ow.ly/OKEl50SxIEN or see below.

Monetary policy will likely continue to dominate the narrative for the second half of 2024. What could this mean for #fixedincome investors? The Victory Income Investors team dives into why they believe adding fixed income throughout the remainder of the year might be a better strategy than trying to precisely time the Fed’s pivot. Read more in their mid year fixed income outlook: https://ow.ly/bwzm50Sx03a