Market Outlook

Strong performance plus new capital has meant a buoyant market. There’s further to go.

Our panel of property pros and macro mavens discuss who’s hurting, who’s investing, and where to put money to work now.

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

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.

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.

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

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

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

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

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.