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Article: Fixed Income Perspectives: 1H26 Themes
Market Outlook

As investors grapple with the potential for elevated volatility, we offer six themes we think will drive fixed income markets in the first half of the year.

December 19, 2025

Featured Webinar

CIO Roundtable: The Big Questions for 2026

Upcoming

|   60 minutes

Eric Stein

Chief Investment Officer

Jeffrey Hobbs

Chief Investment Officer, Fixed Income

Barbara Reinhard

CIO, Multi-Asset Strategies and Solutions

Chief Investment Officer, Equities

As 2026 approaches, debate over Fed leadership, labor weakness, and the AI capex wave are heating up.

Hear directly from Voya IM's investment leaders navigating these risks in real time. Join Chief Investment Officer Eric Stein on January 8, 2026, for an unscripted discussion with experts across our fixed income, equities, and multi-asset strategies.

On the agenda:

- The Fed's new leadership: What the transition means for policy and markets
- Labor market signals: Separating real concerns from headline noise
- Credit convergence: Interplay between public and private debt
- AI's evolution: Where will the capex cycle go from here?

Walk away with insights that are grounded in how our teams are positioning portfolios today—and perspectives you can bring into your own decision-making and stakeholder discussions.

Eric Stein

Chief Investment Officer

Jeffrey Hobbs

Chief Investment Officer, Fixed Income

Barbara Reinhard

CIO, Multi-Asset Strategies and Solutions

Chief Investment Officer, Equities

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Fixed Income Perspectives: 1H26 Themes

December 19, 2025
As investors grapple with the potential for elevated volatility, we offer six themes we think will drive fixed income markets in the first half of the year.

Private Credit Insights: Juvenile Delinquency

December 17, 2025
Despite recent bankruptcy headlines causing jitters in private credit markets, most corporate balance sheets remain healthy. But we need to talk about some of this messy lending.

Capital Market Assumptions 2026

December 11, 2025
Our long-term return expectations for capital markets serve as key inputs into our strategic asset allocation for multi-asset portfolios...

A Guide to Mortgage-Related Assets

December 11, 2025
Here’s what you need to know about the sector that may be key to agency mortgage-backed securities outperformance.
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