As investors grapple with a new era of macroeconomic uncertainty, liquidity is king in the near term.
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.
Knowing the stakes, the Fed is likely to keep surprises to a minimum.
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.
The ABCs of ESG investing
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.
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.