Insights

Capital markets have responded positively to better-than-expected economic outcomes so far this year. While the United States has managed to avoid an official recession, growth is almost certain to slow and increases in profits will be challenged. Given this backdrop, we see equities trading sideways to slightly higher in the near term and we continue to favor the U.S. over the rest of the world.

We aren’t overly concerned about U.S. regional bank debt despite Moody’s ratings actions

The ratings cut on U.S. Treasuries presents an uncomfortable reality about the United States’ long-term fiscal stability, but it’s not a doomsday scenario.

The Voya Enhanced Long Duration Government/Credit (ELGC) Strategy celebrated its fifth anniversary in March 2023. We explore what makes ELGC stand out.

The forecast for securitized credit has turned notably brighter in recent months, even as the dark cloud of offices continues to cast a long shadow.

Call them hallucinations, fantasies or glitches — fact-challenged answers from ChatGPT and other generative AI tools demonstrate the critical function...

An effective factor investing strategy should be both contextual and adaptable as markets change over time.

Funded status for U.S. pension plans improved in 2Q by over five percentage points...

Macro sensitivities and sector biases of traditional value metrics may affect how well they work in different market and economic environments. We take a broad approach, combining fundamental analysis with macro awareness to deliver more consistent through-the-cycle results.

Plan sponsors often find the target date fund (TDF) selection process understandably daunting. Evaluating TDFs is a multi-faceted process that requires a deep dive into the four components of TDF design — glide path design, asset allocation, selecting underlying managers, and portfolio construction.