January 26, 2023
Barring a deep, prolonged recession, we expect leveraged borrowers to successfully navigate the late cycle backdrop given relatively healthy fundamentals.
December 20, 2022
For all the gloomy talk about the economy in 2023, stabilizing interest rates could be a bright spot for investors.
December 20, 2022
As we enter the new year, attention is shifting from inflation to the economy and the effects of tighter Federal Reserve policy.
January 18, 2022
Global inflation, accentuated by energy and commodity prices, will peak in early 2022, but the rate of decline will vary across economies. Matthew Toms, CFA, Chief Investment Officer of Fixed Income, shares our outlook on inflation for the first half of 2022.
Read More
January 14, 2022
From mid-February to early March 2021, Voya IM repeated its online survey of retirement plan sponsors to “take the temperature” of the retirement landscape. The findings offer perspective on the challenges plan sponsors face and the services needed, and may be helpful in putting your own plan challenges and needs into context.
Read More
January 13, 2022
Randy Parrish, CFA, Head of Public Credit, talks about our 2022 outlook for capital expenditures.
Read More
January 11, 2022
Brian Timberlake, PhD, CFA, Head of Fixed Income Research, shares our outlook for U.S. Labor Participation for the first half of 2022.
Read More
January 6, 2022
Throughout the month of January our Fixed Income Asset Allocation Committee will be sharing their take on each of our seven major themes influencing positioning across our fixed income portfolios for 2022. To start things off Dave Goodson, Head of Securitized Fixed Income, covers the supply/demand mismatch.
Read More
December 17, 2021
These are the seven major themes influencing positioning across our fixed income portfolios in the first half of 2022.
Read More
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.
Read More
November 22, 2021
With tapering worries in the rearview, attention has returned to the inflationary environment.
Read More
November 12, 2021
Our take on the Fed tapering announcement from our own Justin McWhorter, CFA, CPA, Senior Portfolio Manager of Structured Finance.
Read More
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.
Read More