While markets efficiently price each new batch of federal policy headlines, the longer-term consequences to some of these plans have important implications for the securitized investment landscape. One lens to evaluate these risks? ESG analysis.
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.
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.
Having trouble remembering the difference between a CDR and a CRT? We’re here to help.
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.