Artificial intelligence is now a driving force behind market cycles, reshaping fixed income as tech giants seek financing for their historic capex boom. Here’s how it’s changing portfolios, risks, and opportunities.
With equity indices close to record highs, credit spreads close to YTD tights and markets trading smoothly, is there anything worth digging in on? More months than most, arguably, at least for securitized credit markets.
Voya’s investment leaders debate the Fed rate cycle, policy questions, and the widening effect of AI’s massive, global buildout.
At a time when corporate credit spreads are tighter than ever, securitized markets still offer attractive relative value. Our take on how to approach it: add diversification, pick your targets, and take some calculated risks.
The securitized credit market has evolved, through economic cycles and crises, into a popular fixed income allocation. However, its breadth, relative youth, and perceived complexities can be challenging for new investors, causing them to miss out on the asset class’s opportunities. Here’s what you need to know.
Having trouble remembering the difference between a CDR and a CRT? We’re here to help.