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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.
Shifts in the mortgage landscape are creating a compelling opportunity in GNMAs, which currently offer attractive relative value.
Human behavior is predictable—regardless of the state of the economy, people will get married, have children and buy homes.
As investors face heightened inflation risk and other uncertainties, look beyond traditional investment buckets to capture alternative sources of returns.
Securitized credit isn’t complicated. It’s an investment involving predictable consumer behaviors that have fueled economic growth for generations.
Now that yields have reset higher, bonds are positioned to protect portfolios while delivering higher income.
Floating-rate income and the secured nature of senior loans may provide a valuable defense against both rising rates and higher default risk for investors able to stomach short-term volatility.
Jeff Dutra, CFA, Senior Portfolio Manager of Structured Finance, recently sat down with Greg Goodson, CFA, Portfolio Specialist of Fixed Income, to discuss the current state of the Agency MBS market.
Following the bond market’s recent beating, term yields have already priced in aggressive Fed rate hikes, positioning core bonds to effectively diversify credit risk. Hear from Chris Wilson, Senior Client Portfolio Manager of Fixed Income, in our latest episode of Voya Views.
The prospect of rising real interest rates favors value versus growth stocks, while moderating economic growth and persistent inflation favor inexpensive stability value names over well-priced cyclicals.
Fear of inflation, which has driven stocks and bonds down in tandem year to date, is expanding to fear of a growth slowdown, potentially leading to a capitulation point. If this shift takes hold, and stagflation risk has been priced in to reach a new equilibrium, it could restore the normal relationship between stocks and bonds.