As investors prepare for the effects of higher-for-longer rates and a new administration in 2025, we offer five themes we think will drive fixed income markets in the first half of the year.

In this time warp of a market, thanksgiving feels like it was a blip on the radar from months ago.

Highlights from the week of December 6 – December 12, 2024.

What Voya’s portfolio managers predict for 2025 in the alts market.

Watch Jeff Hobbs, Voya IM’s Head of Insurance Portfolio Management, as he highlights these changes and explores their implications for insurance portfolios. 

Strong economic growth coupled with inflation risks from potential policy shifts have paved the way for a prolonged period of higher interest rates. That could be a good thing for fixed income investors.

Our long-term return expectations serve as key inputs into strategic asset allocation for multi-asset portfolios and provide context for shorter-term forecasting.

The current market backdrop presents opportunities to benefit from lower rates, durable earnings streams and high quality “all-in” yields.

In a resilient growth environment with inflation trending downward, any short-term volatility from the market’s reaction to monthly data is likely an opportunity to buy.

As we head into the final stretch of hotly contested races up and down the ballot, our experts convene for civilized discourse on what matters to markets...