#Asset Management

3개의 글

August 12, 2026

VCTR (Victory Capital) Stock Outlook 2026: Acquisition Cash Machine vs. the Active-to-Passive Tide

VCTR (Victory Capital Holdings) 2026 stock outlook. A qualitative deep dive into the multi-boutique active manager, the Amundi US integration, bolt-on acquisitions that widen margins, high free cash flow, buybacks and dividends versus passive outflows, market-beta exposure, and organic net-redemption risk.

VCTR Victory Capital Asset Management

July 30, 2026

Franklin Resources (BEN) Stock Outlook 2026: Active Outflows vs the Alternatives Pivot

A 2026 stock outlook for Franklin Resources (Franklin Templeton, NYSE: BEN). We dig into the scale-and-distribution moat, the push into private credit, secondaries and real estate, the high dividend, and the structural risks of active outflows, fee compression and the Western Asset shock.

BEN Franklin Resources Franklin Templeton

May 4, 2026

BlackRock (BLK): ETF Empire, Aladdin, and the BUIDL Tokenization Play

BlackRock (BLK) 2026 stock outlook: near $14T AUM, iShares fee economics by bps, Aladdin SaaS recurring revenue, BUIDL tokenized fund on Ethereum, GIP acquisition, vs Vanguard and State Street.

BLK BlackRock ETF