Multi-Asset Perspectives

Skyscraper in Orange Light

A Strong Month, a Persistent Cycle

We believe the equity market is in a late-cycle environment, which becomes harder to navigate as recession concerns start to rise.

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Bumper Month and Quarter for Equities Globally

Potential global economic stabilization and a slowing U.S. labor market should allow risk assets to benefit from loose monetary policies.

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A Strong Equity Rally, Then a Wobble

Sentiment-driven rallies can be powerful, but we do not yet see enough supports to sustain recent equity market gains.

Voya Multi-Asset Perspectives - Tough Month for Equities

March 7, 2018

We continue to position portfolios according to our belief that equities will outpace bonds. Equities likely can withstand an uptick of inflation, buttressed by earnings. Bonds look more attractive in the short term, but we are concerned about expected 3Q18 U.S. Treasury issuance.

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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.

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