Victory Capital

Is now an opportune time to add #fixedincome exposure? With the Fed’s first rate cut of 2024 pushed further than initially expected, investors interested in fixed income now may have a longer time frame to take advantage of higher short-term rates. One product to consider is the Victory Ultra Short-Term Bond Fund (URUSX), selected as the LSEG Lipper Fund winner in its category based on risk adjusted returns for the five-year period ended November 30, 2023. Learn more about the fund: https://ow.ly/JMG250RJ4zj

When it’s time to rebalance, investors and their advisors might step back to consider if it’s appropriate to shift some capital a bit further down the cap spectrum. Learn more about mid-cap stocks, their characteristics, and performance in our latest blog: If the Bucket Begins to Leak. https://ow.ly/relh50RImoy #midcaps #stocks #equities #markets

Give your loved one's education savings a boost. By sharing your Ugift® code with friends and family, they can securely contribute to your loved one’s 529 Plan account. Get your Ugift® code: vcm.com/ugift

Active management has picked up steam in 2024. What has been the driver for this momentum? Ned Durden, Chief Investment Strategist and Portfolio Manager at WestEnd Advisors, recently joined VettaFi’s “Equity Symposium,” and shared why he believes advisors should be thinking about active management in the current environment. For more information about WestEnd’s approach visit: https://lnkd.in/e_3Xeb4f

Any time there’s a dovish hint from the Fed, the market seems to expect rates to head back to ultra-low levels, but Dan Bandi, Chief Investment Officer at Integrity Asset Management, says don’t expect this “miracle out of nowhere.” Dan explains why Integrity believes we are currently closer to the level of normal long-term rates and the implications for future asset allocation in this month’s edition of The Catalyst. https://ow.ly/NeaM50REqW9

Kids grow fast. Make sure their education savings is growing too. Encourage friends and family to contribute to your loved one’s 529 Plan account. Get your Ugift® code: vcm.com/ugift

Today, Victory Capital issued our earnings report for the first quarter, and I am pleased to share that we achieved strong financial results to start 2024. Our Investment Franchises also continued to deliver excellent investment performance for our clients, and we continued to reinvest in our platform in key areas such as product development, technology, data and analytics, and hiring to support organic growth. Following quarter-end, we disclosed a non-binding Memorandum of Understanding with Amundi to combine Amundi US into our Company and establish 15-year global and reciprocal distribution agreements. This proposed multi-dimensional transaction is both strategic and financially compelling and would represent a significant enhancement in the globalization of our Company. I am extremely proud of our team for the results we have delivered for our clients and shareholders and could not be more excited about our future and the journey ahead! I invite you to read more in our Q1 earnings release. https://lnkd.in/gMzTJ2bW

Although a strong U.S. dollar continues to act as a headwind for #emergingmarkets, Sophus Capital now believes that underlying fundamentals are beginning to favor #EM stocks. Learn why and get the outlook for emerging markets in this in-depth market commentary: https://ow.ly/20n350Rxkbn

Global Equities (as measured by the MSCI All Country World Index) registered solid gains in the first quarter of 2024. The continuing advance was fueled by encouraging economic data as well as the prospect of lower interest rates. Japan was the top performing region, as corporate reforms, the normalization of interest rates, and depreciation of the yen attracted investors. Learn more about the global investing landscape and outlook for global equities: https://ow.ly/SiKc50RxkRN

Rookie of the Year! Congratulations to Victor Wembanyama from your friends at Victory Capital. #GoSpursGo #PorVida