Insights

Gears

Inflation its grinding gears, looking to downshift

September 23, 2022

We expect inflation to ease despite a surprisingly high CPI reading for August, allowing the Federal Reserve to temper its aggressive pace of rate increases.

Stormy sky with lightening

The Federal Reserve will stay hawkish — what will that mean for markets?

September 8, 2022

The outlook for stocks and bonds given the expected paths of economic growth and interest rates.

Waves crashing on sandy shore

When Volatility Overstays Its Welcome, Opportunity Knocks

August 18, 2022

Elevated volatility is here to stay, and that means many risk assets may become oversold, providing opportunities for investors to profit from mispriced risks.

Voya Views: Will you receive your gifts on time?

December 15, 2021

With only 10 days left until Christmas, will you receive your gifts on time? Hear what Barbara Reinhard, CFA, Head of Asset Allocation, believes the impact of the global supply chain crisis has on this year’s holiday shopping season.

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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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