Eyes remain firmly on the Federal Reserve, which has engineered a landscape of materially higher real and nominal rates.
Look under the hood of sizzling headline inflation, and you’ll see it starting to cool.
With many aspects of the US economy in decent shape, we believe spread widening in a recession is likely to be limited. Still, investors no longer need to overreach on risk.
Agency CMBS are now scalable and represent a new opportunity to diversify credit exposure.
Worried about inflation? Pay close attention to how labor market dynamics unfold over the next three months.
Corporate plan sponsors wrapped up the first half of 2021 giddy with their improved funded status; increases of over 10% in funded status were prevalent, driven by significant increases in discount rates and strong asset returns.
Strong CLO market activity delivered another record volume of issuance in the U.S.
These are the seven major themes shaping positioning across our fixed income portfolios in the second half of the year.
Inflation remains top of mind for many investors—find out what our fixed income team thinks about this market risk. Brian Timberlake, PhD, CFA, Head of Fixed Income Research joins Chris Wilson, Senior Client Portfolio Manager – Fixed Income for the first episode of our new video series Voya Views.
Our research provides a framework for investors looking to include unconstrained fixed income as part of a strategic fixed income allocation
After Insurance Portfolio Managers have pulled all the portfolio levers, what’s next?
In anticipation of the upcoming May employment report, we take a look back at last month’s jobs number to put the “disappointing” results in perspective.