Highlights from the week of June 5 – June 11, 2026.

Get the latest insights from our securitized credit desk.

As companies look to bond markets to fund AI investment, the credit impact is showing up in more selective ways, creating opportunities for active investors.

An energy shock, sticky inflation, and fractured global policy have made the path forward less forgiving.

Markets are being tested on several fronts at once. But the important question is how these shocks travel—through inflation, monetary policy, funding conditions, or issuer fundamentals. That’s where resilience begins to diverge.

The first phase of the AI trade rewarded broad calls: “Buy power!” “Sell software!” The next phase will require much more discrimination across business models, capital structures, and industries.

As Voya Investment Management continues to build momentum, we remain grounded in a simple principle: keep clients at the center of every decision.

Even as geopolitical uncertainty clouds growth, attractive yields in high-quality fixed income offer durable return and portfolio resilience.

In falling-rate environments, commercial mortgage loans can potentially improve returns—while mitigating portfolio volatility.

If inflation isn’t fully broken and growth isn’t overheating, how much risk should fixed income investors take— and where?