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.
The outlook for stocks and bonds given the expected paths of economic growth and interest rates.
Elevated volatility is here to stay, and that means many risk assets may become oversold, providing opportunities for investors to profit from mispriced risks.
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.