Fixed Income

Highlights from the week of April 26 – May 2, 2024

Our panel of property pros and macro mavens discuss who’s hurting, who’s investing, and where to put money to work now.

While the Fed wants to cut rates, an uneven decline in inflation delays action—but remember the trend matters more than the “when.”

An active core fixed income model can help insurers manage changing business conditions when unexpected macro volatility hits.

Most U.S. plans are now 110% funded. Pivoting to cash flow driven investing can reduce admin costs while better managing liquidity needs.

The recent move higher in rates presents an attractive entry point for ratcheting up fixed income allocations, even as spreads have tightened.

With yields materially higher as a result of elevated rates, high-quality markets such as U.S. investment grade corporate bonds offer attractive income.

Harnessing the full potential of working women could drive faster GDP growth, alleviate wage pressures and address the labor supply challenge as the U.S. ages.

Optimize securitized credit allocations with Voya’s intuitive modeling framework, overcoming the industry’s lack of a standardized dataset.

When it comes to rate cuts, the trend matters more than the “when,” and current market dynamics point to a continued environment of solid growth and cooling inflation.