Multi-Asset Perspectives

Blue sky through building

Strong Economic Growth Outshines Trade Issues

Our optimistic outlook for stocks presumes a continuation of the global expansion. Supporting the U.S. fundamental picture are a flat Phillips curve, high corporate free cash flow and lack of private sector imbalances.

ipad charts with glasses and pen

Trade Dominates the Narrative

The first half of 2018 has seen broad retrenchment from last year's strong returns and low volatility. But if fundamentals hold up the second half may be quite different.

Person looking through periscope

Political Uncertainties and Trade Tensions Agitate International Markets

Though politics will create a lot of market noise, we continue to have a positive outlook for equities.

Voya Multi-Asset Perspectives - Watching the Central Banks

November 8, 2017

We think policy will drive markets going forward, and focus on assets that are geared to growth. Global equities look most attractive under current conditions. We maintain our emerging market and U.S. small-cap positions, and continue to rotate our equity position toward Japan.

Read More