Investment Outlook

Speeding Cars in City at Dusk

The Fed Holds, the Economy Carries on…Trade Wars Reignite

Growing tension between the U.S. and China sparks volatility – which path will markets take from here? 

Skyscraper in Orange Light

A Strong Month, a Persistent Cycle

We believe the equity market is in a late-cycle environment, which becomes harder to navigate as recession concerns start to rise.

Buildings reflecting sky

Bumper Month and Quarter for Equities Globally

Potential global economic stabilization and a slowing U.S. labor market should allow risk assets to benefit from loose monetary policies.

Voya Multi-Asset Perspectives - Tough Month for Equities

March 7, 2018

We continue to position portfolios according to our belief that equities will outpace bonds. Equities likely can withstand an uptick of inflation, buttressed by earnings. Bonds look more attractive in the short term, but we are concerned about expected 3Q18 U.S. Treasury issuance.

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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.

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Voya Multi-Asset Perspectives - Watching the Central Banks

November 8, 2017

We think policy will drive markets going forward, and focus on assets that are geared to growth. Global equities look most attractive under current conditions. We maintain our emerging market and U.S. small-cap positions, and continue to rotate our equity position toward Japan.

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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.

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