Trends and key takeaways from 130 corporate defined benefit pension plans to help sponsors determine where they’re ahead of the curve–and where they’re behind.
As investors prepare for the effects of higher-for-longer rates and a new administration in 2025, we offer five themes we think will drive fixed income markets in the first half of the year.
After a bumpy start, 2024 emerged as a year of resilience for fixed income markets, with strong returns and a promising outlook for U.S. corporate bonds.
M&A was already rebounding and could accelerate more, thanks to Trump’s focus on deregulation. Tech, investment banks and small caps may be beneficiaries.
Strong economic growth coupled with inflation risks from potential policy shifts have paved the way for a prolonged period of higher interest rates. That could be a good thing for fixed income investors.
Watch Jeff Hobbs, Voya IM’s Head of Insurance Portfolio Management, as he highlights these changes and explores their implications for insurance portfolios.