Barring a deep, prolonged recession, we expect leveraged borrowers to successfully navigate the late cycle backdrop given relatively healthy fundamentals.
For all the gloomy talk about the economy in 2023, stabilizing interest rates could be a bright spot for investors.
As we enter the new year, attention is shifting from inflation to the economy and the effects of tighter Federal Reserve policy.
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.
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?