Victory Capital Blog

With the S&P 500® coming off back-to-back years of 20-plus percent returns,
passive investors may be celebrating. However, WestEnd Advisors cautions that passive investment based on market cap-weighted equity indices is inherently
backward-looking and risks creating overconcentration in what has already done well, rather than emphasizing what may be likely to outperform going forward. It’s important for investors to understand the nuances and embedded risks of a passive equities strategy to determine if there are better alternatives.  

The domestic economy appears to be grinding through its late-cycle phase, but risks remain despite the market’s resilience through the first half of the year. WestEnd Advisors shares its thoughts on portfolio positioning that might allow investors to play both offense and defense. 

The domestic economy has shown resiliency in the face of sharp interest rate hikes, yet there has been some deterioration in certain economic measures as well. WestEnd Advisors explains how they are balancing exposures amid the mix of risks in this landscape.

The Federal Reserve (Fed) hints that it may finally be pausing the rate hikes, but equity investors still have their hands full wondering if a recession is on the horizon. What does this mean for your equity allocations? 

When market  uncertainty abounds, equity investors may be able to find a guidepost for their portfolio by keeping an eye on where we are in the overall economic cycle.