Highlights from the week of September 20 – September 26, 2024.

As we head into the election’s final stretch, our experts discuss what matters to markets and how the economy can possibly survive past November 5th.

With tight spreads and a steepening yield curve, we see the most value in lower-beta spread products and high-quality securitized assets.

As demand from banks and other real money investors returns (and money market demand wanes), agency mortgage-backed securities are poised to benefit. 

Cash has a place in portfolios, but bonds are a better choice for locking in yields, boosting return potential and providing diversification benefits.

Highlights from the week of September 6 – September 12, 2024.

While recent cracks in consumer spending bear monitoring, consumers (and the fixed income sectors they help propel) are still well positioned.

Our proven strategy can help diversify a fixed income allocation—providing a complement or alternative to full-market high yield and core bonds.

Voya’s Brett Cornwell joins Nikki Pirrello to discuss how plan sponsors are utilizing non tradition fixed income assets in their portfolios.

High yield bonds and loans both offer attractive opportunities for credit pickers given high income, supportive fundamentals and strong investor appetite.