Highlights from the week of September 20 – September 26, 2024.

As we head into the election’s final stretch, our experts discuss what matters to markets and how the economy can possibly survive past November 5th.

With tight spreads and a steepening yield curve, we see the most value in lower-beta spread products and high-quality securitized assets.

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

High yield bonds and loans both offer attractive opportunities for credit pickers given high income, supportive fundamentals and strong investor appetite.

​​​The current market backdrop presents opportunities to benefit from corporate cash flows, valuation discounts and high quality “all-in” yields.​​

As oversaturated mega caps start to lag, it may be time to think small.

Chris Lyons, head of private fixed income and alternatives, recently sat down with Stewart Foley on the InsuranceAUM podcast to discuss his insights on managing private credit risks, the evolving liquidity in private placements, the impact of higher interest rates on portfolio companies and the strategies Voya employs to manage these challenges.

The race for superintelligence has triggered a spending boom on graphics chips, data centers, power supply and talent. Our panel discusses what it means for investors.

Highlights from the week of May 10 – May 16, 2024.