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

While the Fed’s recent rate cut is grabbing headlines, the relative value landscape hasn’t changed, and we continue to favor securitized over corporate credit.

With cash yields continuing to decline, it could be time to consider shifting to a flexible, broadly diversified fixed income strategy.

Amid speculation that economic data might become politicized, one thing hasn’t changed: it still demands context, perspective, and a long-term view beyond the next headline.

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?

As investors wait for additional clarity on trade and fiscal policy, we offer six themes we think will drive fixed income markets in the second half of the year.

With many corporate pension plans now overfunded, sponsors are exploring ways to monetize those excess assets.