By clicking "Proceed", you will be directed to a server of an unaffiliated company who is a service provider of Voya Investment Management. By clicking the button, you will leave this site and proceed to the selected site. Voya Investment Management, its subsidiaries or affiliates, do not guarantee the accuracy or timeliness of the information contained on the website.
ProceedYou will be notified by e-mail when these communications become available on the Internet. Printed copies of these communications may still be requested. Documents that are not available on the Internet will continue to be sent to you by mail.
If you have any questions about our e-Delivery program, please call (800) 992-0180.
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.
Fear of runaway inflation remains at the top of investors’ list of concerns—a closer look at the data suggests cooler heads will prevail.
The U.S. economic outlook continues to strengthen, with accelerating vaccinations, broadening activity and government support. The global economy should accelerate, but with less certainty due to uneven vaccination progress across countries.
Recent rate volatility suggested a disconnect between investors and Fed policy — does the old mantra of “Follow the Fed” still ring true?
We believe the economy will grow well above trend throughout 2021, as massive pent-up consumer demand is released by vaccination progress, states reopening and highly accommodative government policy.
The opportunity cost for inflation protection is high—is it worth the cost?
Our outlook continues to be that economic recovery is in the offing and will broaden into synchronous, global expansion. Segments of the economy that were protected from the pandemic should stay in a healthy holding pattern.
EM Corporates could be a valuable source of total return, carry, and diversification.
We continue to believe that inflation will prove to be a cyclical phenomenon, not a structural risk.
Headlines suggest a significant disconnect between “Main Street” and “Wall Street”—a closer look at personal income and leading economic indicators reveals a different story.
With two COVID-19 vaccines approved in the U.S. and more fiscal stimulus about to be deployed, there is a clear bridge (vaccine) to post-COVID normalcy and abutments (stimulus) that should keep the recovery on course.