Investment Outlook | Voya Investment Management

Investment Outlook

Structure

Monetary Tightening to Remain on Track to Combat Inflation

April 21, 2022

Knowing the stakes, the Fed is likely to keep surprises to a minimum.

The Fed building

Hawkish Fed Begins New Era of Monetary Tightening

March 16, 2022

The U.S. Federal Reserve met expectations and increased interest rates by 25 basis points.

Building in Sky

Financial conditions poised to tighten around markets

March 10, 2022

Should the Russia-Ukraine conflict persist, it would lead to further tightening of financial conditions

CLO and Loan Market Review & Outlook: 1Q22

May 9, 2022

The key CLO themes in Q1 2022 were a smooth transition to SOFR, relative outperformance versus other comparable asset classes, widening in liability spreads towards the back end of the quarter, elevated redemption activity early on, and notable deceleration in US issuance volume in March.

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Financial conditions poised to tighten around markets

March 10, 2022

Should the Russia-Ukraine conflict persist, it would lead to further tightening of financial conditions but is unlikely to deter the Federal Reserve from a 25 basis point interest rate hike in March. Tighter conditions will slow economic growth at the margins and constrain financial markets over the short term, but not over the longer term.

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The Road to March

February 23, 2022

The market’s expectations for curve flattening may be excessive, as the timing of rate hikes and the aggressiveness of the Federal Reserve are still open to debate.

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