As stocks react to the chaotic tariff rollout and deteriorating confidence, bonds are quietly adjusting to a slower-growth outlook. It’s a direction we’ve prepared for in our fixed income portfolios.

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 March 7– March 13, 2025.

Greg Michaud, Voya IM’s Head of Real Estate, gives his thoughts on where U.S. commercial real estate is recovering, where it’s not, and where investors may find opportunities.

Lawrence Halliday, SVP - Portfolio Manager, and Virginia O'Kelley, CFA, SVP - Portfolio Manager, at Voya Investment Management discuss the private markets movements expected this year.

The current backdrop offers opportunities from stable labor markets supporting strong real household income growth, but policy uncertainty could disrupt markets.

Highlights from the week of February 21 – February 27, 2025.

Ed Levin, Managing Director, Co-Head of Direct Infrastructure, recently sat down with Stewart Foley on the InsuranceAUM podcast to discuss the growth in the renewable energy sector, the evolution and future of renewable energy projects and financing, the impact of political changes, and the effect of the Inflation Reduction Act (IRA) on the renewable energy sector.

Amid the barrage of headlines, it’s tempting to react to every juke the market throws at you. Where should you focus instead? Start with these three trends.

This year is not shaping up to be the low-rate lifeboat property investors hoped for. That presents multiple opportunities for lenders.