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Article: Quick Take: What Tariff Shockwaves Mean for Your Portfolio
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The markets were caught off guard by the scope of the tariffs, rattling the markets at a time when consumer spending and confidence are already under pressure.

April 3, 2025
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Featured Webinar

Insurance Themes: A Travel Companion for Tariff Turbulence

Upcoming

|   45 minutes

Jeffrey Hobbs

Jeffrey Hobbs, CFA

Head of Insurance Portfolio Management

Recent U.S. policy announcements could re-shape the economic trajectory and credit fundamentals for some time to come. We expect uncertainty and volatility to persist and for the investment challenges facing insurance companies to remain elevated.

Voya IM is committed to helping our clients and investors weather turbulent times. Join Jeff Hobbs, Head of Insurance Portfolio Management, as he highlights the strategies Voya is using to navigate market uncertainty. 

What we will cover: 

  • Takeaways from recent tariff announcements
  • How Voya is positioning its own insurance balance sheet
  • What insurance companies should be thinking about
  • Asset classes we favor, and which we are avoiding
  • The state of the Asset Based Finance (“ABF”) market 

Don't miss this live event to stay informed and adapt to the evolving insurance landscape. We look forward to your participation!

Jeffrey Hobbs

Jeffrey Hobbs, CFA

Head of Insurance Portfolio Management

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Middle Market Lending: The Benefits of a Diversified Approach

January 16, 2024
Combining middle market loans with strategically sourced deals in private placement and project finance markets allows for a more diversified portfolio that has the potential to deliver returns that have been less correlated to economic cycles.

Interest-Only Securities Make a Strong Comeback

August 21, 2023
Interest-only securities offer attractive, high-single-digit unlevered yields to the market’s base-case prepayment expectation and stand to benefit from significant spread tightening as demand for the asset class increases amid limited supply.
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