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Look under the hood of sizzling headline inflation, and you’ll see it starting to cool.
The repercussions of US midterm elections will be felt over the coming months and years, not days. The key is how the results are transmitted to the economy, chiefly through monetary and fiscal policy.
With many aspects of the US economy in decent shape, we believe spread widening in a recession is likely to be limited. Still, investors no longer need to overreach on risk.
We expect inflation to ease despite a surprisingly high CPI reading for August, allowing the Federal Reserve to temper its aggressive pace of rate increases.
Stocks and bonds have pulled back since the Fed clarified its commitment to fighting inflation. Despite volatility, we believe equities will stay within a broad trading range and not retest earlier lows. Rising yields, particularly among spread assets, should make bonds appealing compared to equities.
In What’s unique about Voya’s approach to ESG?, Jim and Laura dive into processes and tools, including our proprietary V-score, that make ESG a meaningful part of investment decisions in Voya’s equity strategies.
Taking the tough questions head on, Do ESG critics have a point? raises issues such as ESG’s recent underperformance (and the problem with generalizing issues about ESG), the veracity of impact investing and the troubling lack of clarity on ESG product labeling.
Listen in as Jim Dorment (head of value and portfolio manager) and Laura Kane (head of ESG research) gather to peel back the layers on key topics facing ESG investors today.
How are E, S and G evolving? takes a look at critical changes in how investors assess each component of environment, social and governance factors. It’s not enough to focus (rightly) on the low-carbon transition—there are issues of labor disruptions caused by the transition to consider as well.
Performance is the focus of Where will the next wave of ESG alpha come from?, shining a light on the difference between divesting “bad ESG” companies vs. including and engaging companies to find those likely to be voted “Most Improved in ESG.”
Elevated volatility is here to stay, and that means many risk assets may become oversold, providing opportunities for investors to profit from mispriced risks.
Risks are rising: the Fed must thread a narrowing needle-eye to stop inflation without causing a recession. We’ve lightened equity positioning and reduced risk within fixed income segments of portfolios.
Big data is fueling, informing and empowering businesses globally. As growth-oriented investors, we see opportunities in best-in-class companies that are creating the technologies driving big data services.
These are the six major themes influencing positioning across our fixed income portfolios for the second half of 2022.