May 16, 2022
As investors grapple with a new era of macroeconomic uncertainty, liquidity is king in the near term.
May 4, 2022
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.
April 21, 2022
Knowing the stakes, the Fed is likely to keep surprises to a minimum.
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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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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July 12, 2021
We have strong conviction that the U.S. and global economic expansion will continue at an above trend pace this year, and that growth will persist into 2022.
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July 1, 2021
The ABCs of ESG investing
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June 23, 2021
These are the seven major themes shaping positioning across our fixed income portfolios in the second half of the year.
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June 23, 2021
Inflation remains top of mind for many investors—find out what our fixed income team thinks about this market risk. Brian Timberlake, PhD, CFA, Head of Fixed Income Research joins Chris Wilson, Senior Client Portfolio Manager – Fixed Income for the first episode of our new video series Voya Views.
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June 3, 2021
In anticipation of the upcoming May employment report, we take a look back at last month’s jobs number to put the “disappointing” results in perspective.
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May 11, 2021
While the active versus passive debate has only grown hotter over the years, it’s important to remember that what works for one core investment strategy may not be as successful in another.
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May 7, 2021
In early March 2021, the Financial Conduct Authority (FCA) formally announced the timing of future cessation and loss of representativeness of the LIBOR benchmarks.
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May 6, 2021
During the 1Q20 market dislocation we argued that Securitized Credit was a compelling way to gain access to the eventual rebound of the U.S. consumer—our view today remains the same.
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