Creative Solutions to Generate Income for Clients

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About the Episode

The yield on the benchmark 10-year Treasury note is 1.62%, and that is up approximately 130 basis points from its low of 32 basis points in March of last year. Moreover, the central debate among economists is whether the U.S. faces a new regime of inflation and higher rates, or whether inflation will be only transitory, as the Fed expects. This context of volatility and uncertainty about interest rates makes the job for advisors who want to generate steady income for their clients exceedingly difficult. Here to discuss one solution to that problem is Scott Kefer of Victory Capital.

About our Guest

Scott is a senior portfolio manager for VictoryShares and Solutions at Victory Capital with more than 25 years of active management expertise. He focuses on the continued growth of the firm’s rules-based and custom investment solutions. He supports the firm’s sales efforts by providing strategic beta insights and education to professional investors and clients. In addition to his role with VictoryShares, Scott is a senior portfolio manager for NewBridge Asset Management, a Victory Capital investment franchise, and a member of the NewBridge Large Cap Growth portfolio management team. He joined Victory Capital in 1999.

About the Episode

Here is a link to the Victory Capital web site, where you can learn more about Victory Capital’s products. Here is a link for more information on the Market Neutral Income Fund (symbol: CBHIX) that was discussed in this podcast.