Market Outlook | Voya Investment Management

Market Outlook

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Don’t Pop the Champagne for the Fed Just Yet

May 23, 2023

Inflation appears to have peaked in the U.S., but wage growth and labor markets need to soften further before the Federal Reserve can start to lower rates.

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A Volatile Journey to a Better Place

April 27, 2023

Moving away from an abnormal regime of crisis-era stimulus won’t be a smooth process.

Winding path through trees

Interest Rates Approach a Fork in the Road

April 20, 2023

We expect rates to hold steady for longer than the market expects, but they could also fall off a cliff. Bond investors need to prepare for both scenarios.

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CIO Letter: A Volatile Journey to a Better Place

April 27, 2023
Moving away from an abnormal regime of crisis-era stimulus won’t be a smooth process. But the volatility should be easier to stomach knowing that the destination is likely to be a healthier, more balanced economy.
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Fixed income perspectives: Pardon the interruption

March 23, 2023
Strains in parts of the financial system have prompted the Federal Reserve to trim back tightening plans. Though a somewhat darker economic outlook could drive credit spreads wider, we believe a potential downturn is likely to be mild.
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Pensions unscathed from a claw so deep

January 19, 2023
Funding ratios rose again in 2022, putting plan sponsors in another surprisingly strong position. But with critical decisions looming, de-risking and diversification are paramount.
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