Fixed Income Perspectives

Markets electronic board

Volatility Unpacks its Bags, Plans to Stay

We believe volatility is here to stay, but at this stage, it creates opportunity for security selection.

Graph in Magnifying Glass

It’s Not Too Quiet Anymore — Volatility Returns

In our 2018 outlook, we argued that market conditions were likely to lead to a return of volatility. As the saying goes, be careful what you wish for — volatility has returned in a big way.

Person looking through periscope

2018 Fixed Income Outlook

Voya Investment Management's CIO of Fixed Income, Matt Toms, CFA breaks down the major themes of 2018 and discusses the key market trends that are likely to lead to a return of volatility.

Fixed Income Perspectives - Counting the Days Until December

November 20, 2017

We've held short duration much of the year to buffer gradually rising rates, and are staying short into year-end. We are tactically increasing investment-grade and high-yield corporate credit risk. We remain positive on securitized assets, preferring CLOs and CMBS, and are slightly overweight select emerging markets.

Read More

Fixed Income Perspectives - Proceeding with Caution

October 19, 2017

The global economy looks healthy yet uncertainty persists: geopolitical risk from North Korea, tax reform in Washington, naming a successor to Federal Reserve chair Janet Yellen and the European Central Bank's rollback of QE. We view these uncertainties as reasons to pull back risk despite strong market fundamentals.

Read More