When selecting a fund to anchor your clients’ portfolios, consider its journey just as carefully as its destination.

Highlights from the week of November 28 – December 5, 2025.

Credit spreads have come off recent tights, but the uncertain macro backdrop continues to favor a selective, patient approach to adding risk.

A modest allocation to a bond fund that invests across a wider array of sectors may help reduce risk and boost return potential.

Artificial intelligence is now a driving force behind market cycles, reshaping fixed income as tech giants seek financing for their historic capex boom. Here’s how it’s changing portfolios, risks, and opportunities.

Voya’s investment leaders debate the Fed rate cycle, policy questions, and the widening effect of AI’s massive, global buildout.

While the Fed’s recent rate cut is grabbing headlines, the relative value landscape hasn’t changed, and we continue to favor securitized over corporate credit.

Bond investing isn’t baseball—a swing and miss can lose money. It’s the difference between consistently good, not occasionally great, performance.

Amid speculation that economic data might become politicized, one thing hasn’t changed: it still demands context, perspective, and a long-term view beyond the next headline.

As investors wait for additional clarity on trade and fiscal policy, we offer six themes we think will drive fixed income markets in the second half of the year.