Insights

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Silver Linings Playbook: Opportunities after Bond Market Rout

June 22, 2022

Now that yields have reset higher, bonds are positioned to protect portfolios while delivering higher income.

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Revisiting the Case for Senior Loans Amid Market Turmoil

June 16, 2022

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.

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Stability Over Cyclicals in Value’s Next Inning

May 27, 2022

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.

The Rise of the Machines: ESG Investing is Next on Machine Learning’s Path

November 9, 2021

The breadth and depth of Environmental, Social, and Governance data that investors currently have at their disposal is “a good problem to have”, as it highlights the normative sea-change over the past decade towards a now crucial commitment that companies must make to ESG transparency. Machine learning can help in discerning – and when necessary, creating - signal from noise.

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Fed Tapering is Mole Hill, Not a Mountain

October 26, 2021

While growth in the U.S and globally is expected to cool from its torrid pace in 1H21, fundamentals remain broadly positive and opportunities could arise in any meaningful bout of spread volatility.

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Positioning for a Growth Slowdown in Q3

September 23, 2021

While growth in the U.S and globally is expected to cool from its torrid pace in 1H21, fundamentals remain broadly positive and opportunities could arise in any meaningful bout of spread volatility.

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Voya Views: Every Glide Path Has a Story

August 13, 2021

Paul Zemsky and Susan Viston from our Multi-Asset Strategies and Solutions team discuss what approach to target date design will be best equipped to handle heightened market volatility going forward.

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Inflation Surges but the Fed Doesn’t Flinch

August 9, 2021

For skeptics who have yet to take the Federal Reserve at its word, its response to recent inflation data should be another indicator that policymakers are in no hurry to deviate from their path of easy monetary policy.

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LIBOR Transition Update

July 30, 2021

The transition of financial markets from USD LIBOR to the secured overnight financing rate (SOFR) has proven to be a complex process...

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