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Highlights from the week of November 28 – December 5, 2025.

Get the latest insights from our securitized credit desk.

Credit spreads have come off recent tights, but the uncertain macro backdrop continues to favor a selective, patient approach to adding risk.

Global growth slows under the weight of tariffs, but fiscal stimulus, AI-driven productivity, and corporate strength keep equities in the driver’s seat.

Voya’s investment leaders debate the Fed rate cycle, policy questions, and the widening effect of AI’s massive, global buildout.

High starting yields should continue to provide a buffer against potential turmoil, and episodic bouts of volatility should present attractive opportunities.

Securitized markets still offer attractive relative value. Here’s where to find it.

Funded status is near 20-year highs, and sponsors are less inclined than ever to terminate plans.

As uncertainty around U.S. trade policy continues to shape the landscape for risk assets, a complex picture emerges for investment grade credit in 2025—but what does the future hold?