Market Outlook | Voya Investment Management

Market Outlook

Fixed Income Perspectives

Bond Investors Get a Second Shot at Elevated Yields

The recent move higher in rates presents an attractive entry point for ratcheting up fixed income allocations, even as spreads have tightened.

March 26, 2024

Fixed Income Perspectives

Inflation’s Downward Trend Continues to Benefit Spread Assets

February 23, 2024

Market Outlook

CEO Letter: A Volatile Journey to a Better Place

April 27, 2023

Featured Webinar

Insurance Themes

April 25, 2024, 4:00 - 5:00PM ET

| 60 minutes

Jeffrey Hobbs, CFA

Head of Insurance Portfolio Management

The sharp sell-off in interest rates has created attractive investment opportunities for insurance investors, but liquidity strains across the industry have constrained investment flows. With public spread premia at tight levels, accessing private market credit can drive attractive incremental investment returns.

Join Voya IM’s Head of Insurance Portfolio Management, Jeff Hobbs, as he breaks down the key themes in the insurance market and shares why Voya believes a flexible approach to portfolio construction has met enterprise liquidity needs, while growing earnings, managing income volatility, and controlling risk.

Add Event to Outlook

Jeffrey Hobbs, CFA

Head of Insurance Portfolio Management

Library

Fixed Income Perspectives: Bond Investors Get a Second Shot at Elevated Yields

March 26, 2024

The recent move higher in rates presents an attractive entry point for ratcheting up fixed income allocations, even as spreads have tightened.

Podcast | CMLs in 2024: A Repriced Market with Attractive Opportunities?

March 4, 2024

The transformation and development of commercial mortgage loans over time have made them a significant and promising part of the investment thesis for insurance companies, becoming a mainstay asset class for many investors.

Fixed Income Perspectives: Inflation’s Downward Trend Continues to Benefit Spread Assets

February 23, 2024

When it comes to rate cuts, the trend matters more than the “when,” and current market dynamics point to a continued environment of solid growth and cooling inflation.

Securitized Credit Outlook 2024: Room to Run

February 9, 2024

Voya’s list of what to love in the securitized credit market this year… and what to leave.

Quality Reigns Supreme in an Uneven Macro Environment

February 8, 2024

In an uneven macro environment, we emphasize balance in our multi-asset portfolios, favoring U.S. large cap equities and high-quality fixed income.

CLO and Loan Market Commentary – 4Q 2023

February 6, 2024

In 4Q 2023, US CLO debt tranches delivered favorable returns across the stack.

U.S. Leveraged Credit 2024 Outlook

January 23, 2024

Despite economic uncertainty and rising defaults, we believe leveraged credit in the U.S. continues to offer attractive return potential.

Capital Market Assumptions 2024

November 28, 2023

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

CLO and Loan Market Commentary – 3Q 2023

November 6, 2023

In Q3 2023, US CLO debt tranches delivered strong returns across the stack driven by increasing carry and uptick in prices.

Multi-Asset Perspectives

August 21, 2023

Capital markets have responded positively to better-than-expected economic outcomes so far this year. While the United States has managed to avoid an official recession, growth is almost certain to slow and increases in profits will be challenged. Given this backdrop, we see equities trading sideways to slightly higher in the near term and we continue to favor the U.S. over the rest of the world.

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