Now that yields have reset higher, bonds are positioned to protect portfolios while delivering higher income.
Floating-rate income and the secured nature of senior loans may provide a valuable defense against both rising rates and higher default risk for investors able to stomach short-term volatility.
We believe Voya’s large cap value discipline, which focuses identifying companies with attractive excess capital yield, is a more dynamic and effective valuation mechanism to drive a value strategy, particularly in today’s market uncertainty.
The fixed income landscape is being shaped by six key themes—this is how we are positioning portfolios in the second half of the year.
Commercial mortgage loans, securitized assets and private placements can help plan sponsors diversify their exposure to long corporate bonds.