Barring a deep, prolonged recession, we expect leveraged borrowers to successfully navigate the late cycle backdrop given relatively healthy fundamentals.
As we enter the new year, attention is shifting from inflation to the economy and the effects of tighter Federal Reserve policy.
Eyes remain firmly on the Federal Reserve, which has engineered a landscape of materially higher real and nominal rates.
Sean Banai, CFA, Head of Portfolio Management, shares our outlook on Global Growth for the first half of 2022.
Chris Wilson, CFA, Senior Client Portfolio Manager, shares our outlook for Central Banks for the first half of 2022.
Global inflation, accentuated by energy and commodity prices, will peak in early 2022, but the rate of decline will vary across economies. Matthew Toms, CFA, Chief Investment Officer of Fixed Income, shares our outlook on inflation for the first half of 2022.
Randy Parrish, CFA, Head of Public Credit, talks about our 2022 outlook for capital expenditures.
Diversification can relieve long duration corporate bonds from being the only way LDI plan sponsors meet spread or duration targets. Complementing with derivatives, IGPPs, CMLs and CMOs can help create a more efficient and effective portfolio.
Brian Timberlake, PhD, CFA, Head of Fixed Income Research, shares our outlook for U.S. Labor Participation for the first half of 2022.
Covid-19 presented a real-time test of private credit’s ability to withstand stress. Voya met the challenge through its team experience and proactive response.
Throughout the month of January our Fixed Income Asset Allocation Committee will be sharing their take on each of our seven major themes influencing positioning across our fixed income portfolios for 2022. To start things off Dave Goodson, Head of Securitized Fixed Income, covers the supply/demand mismatch.
These are the seven major themes influencing positioning across our fixed income portfolios in the first half of 2022.
With tapering worries in the rearview, attention has returned to the inflationary environment.