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Victory 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 WindowMarkets Navigate Uncertain Environment
03/31/2023
Financial markets have stabilized this year and the economy has proven resilient, even shaking off turmoil in the banking sector. Yet tight labor markets persist, and the possibility of consumer credit defaults might portend economic weakness. How should fixed income investors be positioning? Learn more from INCORE Capital Management.
Watch Video Opens a New WindowMarkets Navigate Uncertain Environment
02/21/2023
Nobody said it would be easy. The Federal Reserve has its hands full trying to coax inflation down from stubbornly high levels. But is it tightening monetary conditions to the point of sending the economy into recession? Or maybe the Fed really can engineer the proverbial “soft landing.” Learn how INCORE Capital Management sees the situation unfolding in their latest Asset TV presentation.
Watch Video Opens a New WindowCan the Fed Successfully Engineer a “Soft” Landing?
02/21/2023
Nobody said it would be easy. The Federal Reserve has its hands full trying to coax inflation down from stubbornly high levels. But is it tightening monetary conditions to the point of sending the economy into recession? Or maybe the Fed really can engineer the proverbial “soft landing.” Learn how INCORE Capital Management sees the situation unfolding in their latest Asset TV presentation.
Watch Video Opens a New WindowFed Slams Brakes, Causing "Pain" for Markets
11/23/2022
The Federal Reserve is not fooling around and continues to ratchet up the federal funds rate in large increments.This aggressive tightening should help bring inflation into check, but how much pain is in store for the economy, and how should fixed income investors be positioning? Tune into the latest AssetTV presentation from INCORE Capital Management to learn more.
Watch Video 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 WindowThe long-awaited secular bond bear market is here
5/06/2022
Although the U.S. economy continues to grow, inflation is running hot, and it now looks like the FOMC will raise rates an additional nine times this year. Has a bear market in bonds finally arrived? INCORE Capital Management's Senior Portfolio Manager Rich Consul sheds some light on this environment.
Watch Video Opens a New WindowFOMC shifts focus towards persistent inflation
12/31/2021
After the latest string of surprising CPI data, the Federal Reserve is acknowledging that tight labor markets and supply chain issues may make inflation more persistent than originally anticipated. What does this mean for fixed income investors? INCORE Capital Management's Senior Portfolio Manager Rich Consul digs into the data and shares his team’s views on the current environment.
Watch Video Opens a New WindowJob recovery slows but inflation pressures remain
9/30/2021
There are no lack of cross-currents facing investors these days. On one hand, the economy has rebounded to pre-crisis levels. On the other hand, significant inflation pressures remain. It’s tricky out there. Tune in to INCORE Capital Management's latest insights to learn how Senior Portfolio Manager Rich Consul views the landscape and how the INCORE team is positioning fixed income portfolios.
Watch Video Opens a New WindowExcess liquidity supporting growth and low yields
6/30/2021
The U.S. is on track for robust economic growth, thanks largely to exceedingly accommodative fiscal and monetary policies. What does this mean for fixed income investors? INCORE Capital Management Senior Portfolio Manager Rich Consul goes deep on the economic backdrop and how he’s positioning portfolios.
Watch Video Opens a New WindowA strategic approach to supplement income
4/30/2021
Improve portfolio efficiency by accumulating dividends while abating risk.
Read now Opens a New WindowFiscal stimulus drives the "reflation trade"
3/31/2021
As the economy continues to expand, this Victory Capital Management webinar explores the role of monetary and fiscal policy. INCORE Capital Management Senior Portfolio Manager Rich Consul describes the macroeconomic landscape, his corporate credit view, and positioning strategy.
Watch Video Opens a New WindowThe great MMT experiment
12/31/2020
Rich Consul of INCORE Asset Management points out that fiscal and monetary policies are driving asset prices higher and fueling an economic recovery in the near term. In effect, this is becoming a test run for Modern Monetary Theory (MMT). But are there longer-term ramifications to this approach? Learn more about the outlook for the economy and fixed income markets.
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