January 26, 2023
Barring a deep, prolonged recession, we expect leveraged borrowers to successfully navigate the late cycle backdrop given relatively healthy fundamentals.
December 20, 2022
As we enter the new year, attention is shifting from inflation to the economy and the effects of tighter Federal Reserve policy.
November 21, 2022
Eyes remain firmly on the Federal Reserve, which has engineered a landscape of materially higher real and nominal rates.
June 8, 2022
Jeff Dutra, CFA, Senior Portfolio Manager of Structured Finance, recently sat down with Greg Goodson, CFA, Portfolio Specialist of Fixed Income, to discuss the current state of the Agency MBS market.
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June 3, 2022
Voya's Unconstrained Fixed Income strategy seeks to produce consistent returns over full market cycles, with low correlations to interest rates and equities.
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May 31, 2022
Following the bond market’s recent beating, term yields have already priced in aggressive Fed rate hikes, positioning core bonds to effectively diversify credit risk. Hear from Chris Wilson, Senior Client Portfolio Manager of Fixed Income, in our latest episode of Voya Views.
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May 16, 2022
As investors grapple with a new era of macroeconomic uncertainty, liquidity is king in the near term.
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May 9, 2022
The key CLO themes in Q1 2022 were a smooth transition to SOFR, relative outperformance versus other comparable asset classes, widening in liability spreads towards the back end of the quarter, elevated redemption activity early on, and notable deceleration in US issuance volume in March.
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May 4, 2022
Following the bond market’s recent beating, term yields have already priced in aggressive Fed rate hikes, positioning core bonds to effectively diversify credit risk.
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April 28, 2022
Strong funded ratios and higher interest rates are prompting many corporate pension plan sponsors to shift assets to LDI strategies. If you’re still waiting, consider a hedging portfolio built on public corporate credit, complemented with non-traditional hedging assets.
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April 28, 2022
Strong funded ratios and higher interest rates are prompting many corporate pension plan sponsors to shift assets to LDI strategies. Hear from our LDI experts, Oleg Gershkovich and Brett Cornwell, CFA, as they share their thoughts on why now is the right time to de-risk.
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April 27, 2022
January 1, 2022 marked a significant milestone in the transition from LIBOR to alternative reference rates.
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April 21, 2022
Knowing the stakes, the Fed is likely to keep surprises to a minimum.
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