Cash has a place in portfolios, but bonds are a better choice for locking in yields, boosting return potential and providing diversification benefits.

The yield curve flipped in anticipation of rate cuts, but that doesn’t mean a recession is imminent. To the contrary, we’re excited about opportunities tied to higher-income consumers and consumer staples, among others. 

While recent cracks in consumer spending bear monitoring, consumers (and the fixed income sectors they help propel) are still well positioned.

With many corporate pension plans now overfunded, sponsors are exploring ways to monetize those excess assets.

AI’s data boom means sunny days for energy transition investors.

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

Diversification, downside mitigation, and deal flow are EMMC’s advantages. Here are examples of those deals.

The average middle market fund has less than 26% of its loans in high-collateral deals. Here’s what to do about it.

A lack of bank liquidity in construction lending is driving yields up while keeping loan to cost low.

While many managers are just beginning to explore an AI-powered future, Voya Machine Intelligence (VMI) has been at the forefront of this revolution for more than a decade. Here are key principles we’ve learned from applying machine learning to fundamental investing.