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Victory Income Investors’ 2025 Outlook
12/16/2024
Fixed income investors may benefit from higher yields, as historically, fixed income returns have been highly correlated to starting yields. In our view, the potential for increased inflationary pressures and tighter-than-historical average credit spreads supports defensive credit positioning.
Download PDF Opens a New WindowVictory Income Investors' 2024 Mid-Year Outlook
06/30/2024
Fixed income investors may benefit from higher yields as historically, fixed income returns have been highly correlated to starting yields. In our view, elevated recession risks and tighter-than-historical average credit spreads support defensive credit positioning.
Download PDF Opens a New WindowVictory Income Investors - Monthly Fixed Income Market Update
06/30/2024
Year-over-year CPI for May came in at 3.3% driven by services inflation. This is down from 3.4% in April. Year-over-year Core CPI decreased as well, to 3.4%. June’s FOMC meeting left markets with the understanding that the Fed expects inflation to remain elevated in the near term but anticipates it will fall in 2025.
Download PDF Opens a New WindowSophus Capital - Perspectives - From the Month In Review
06/30/2024
With headlines recirculating around de-dollarization in the aftermath of the most recent BRICS annual leaders’ summit, we consider the fundamentals at present both in terms of geopolitics and economics.
Download PDF Opens a New WindowIntegrity Catalyst Monthly
06/30/2024
Late-cycle conditions continue with the economy facing lagged impacts of Fed tightening, tougher lending standards, and declining profits. We continue to avoid or underweight the most economically cyclical parts of the markets.
Download PDF Opens a New WindowVictory Income Investors - Monthly Municipal Bond Market Update
08/31/2023
Munis returns remain positive year-to-date, despite negative returns for the month across all fixed income indices, driven largely by a continued rise in rates.
Download PDF Opens a New WindowWestEnd Advisors - Lingering Late-Cycle, Lagged Headwinds
08/31/2023
Late-cycle conditions continue with the economy facing lagged impacts of Fed tightening, tougher lending standards, and declining profits. We continue to avoid or underweight the most economically cyclical parts of the markets.
Download PDF Opens a New WindowSophus Capital - Perspectives - From the Month In Review
08/31/2023
With headlines recirculating around de-dollarization in the aftermath of the most recent BRICS annual leaders’ summit, we consider the fundamentals at present both in terms of geopolitics and economics.
Download PDF Opens a New WindowVictory Income Investors - Monthly Fixed Income Market Update
08/31/2023
A resilient Nonfarm Payrolls release on August 4th and a higher-than-expected Consumer Price Index release on the 10th indicated that, despite repeated interest rate hikes by the Federal Reserve (the Fed), the U.S. economy was still running hot.
Download PDF Opens a New WindowFixed Income Insights: Can the Fed Successfully Engineer a "Soft" Landing?
8/15/2022
It’s no secret that inflation concerns continue to build, which is forcing the Federal Reserved to make a harder-than-anticipated pivot with regard to its monetary policy. What does this mean for fixed income investors?
Watch Video Opens a New WindowMany shades of ESG: A holistic view of the alpha opportunities
7/06/2022
Can ESG strategies deliver alpha? Check out this podcast with Christopher Cuesta, Chief Investment Officer of THB Asset Management, to learn more about the opportunities and challenges associated with ESG investing, and where it’s all headed.
Watch Video Opens a New WindowA strategic approach to supplement income
4/30/2021
Improve portfolio efficiency by accumulating dividends while abating risk.
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