The outlook for stocks and bonds given the expected paths of economic growth and interest rates.
Risks are rising: the Fed must thread a narrowing needle-eye to stop inflation without causing a recession.
As investors face heightened inflation risk and other uncertainties, look beyond traditional investment buckets to capture alternative sources of returns.
We see scope for continued global equity gains as the impacts from Covid, policy stimulus and inflation diminish. The current balance of market factors keeps us overweight U.S. large cap stocks.
With only 10 days left until Christmas, will you receive your gifts on time? Hear what Barbara Reinhard, CFA, Head of Asset Allocation, believes the impact of the global supply chain crisis has on this year’s holiday shopping season.
Voya’s 2022 Capital Market Assumptions are a key input into our strategic asset allocation process for multi-asset portfolios.
Voya’s approach examines the benefits of incorporating alternatives in target date funds by integrating within glide path design critical elements such as risk premia, skill premia and excess returns relative to fees.
Harnessing alpha and diversification potential through efficient portfolio construction
Though the inflation debate continues, we concur with the Federal Reserve that price increases will be manageable. We believe the Fed can conduct monetary operations along its well communicated path, paving the way for reaccelerating, above-trend 4Q21 real GDP growth.
Paul Zemsky and Susan Viston from our Multi-Asset Strategies and Solutions team discuss what approach to target date design will be best equipped to handle heightened market volatility going forward.
For skeptics who have yet to take the Federal Reserve at its word, its response to recent inflation data should be another indicator that policymakers are in no hurry to deviate from their path of easy monetary policy.
We have strong conviction that the U.S. and global economic expansion will continue at an above trend pace this year, and that growth will persist into 2022.
The investment climate has changed dramatically over the last 15 years. The playbook for alpha generation needs to be updated.