Insights | Voya Investment Management

Article: Fixed Income Perspectives: 1H26 Themes

Market Outlook

As investors grapple with the potential for elevated volatility, we offer six themes we think will drive fixed income markets in the first half of the year.

December 19, 2025

Investment Insights

Private Credit Insights: Juvenile Delinquency

December 17, 2025

Investment Insights

From Oversight to Opportunity: Securitized Credit in a Shifting Policy Landscape

December 15, 2025

Featured Webinar

CIO Roundtable: The Big Questions for 2026

Upcoming

January 8, 2026, 4:00PM ET

| 60 minutes

Eric Stein, CFA

Chief Investment Officer

Jeffrey Hobbs, CFA

Chief Investment Officer, Fixed Income

Barbara Reinhard, CFA

CIO, Multi-Asset Strategies and Solutions

James Lydotes, CFA

Chief Investment Officer, Equities

As 2026 approaches, debate over Fed leadership, labor weakness, and the AI capex wave are heating up.

Hear directly from Voya IM's investment leaders navigating these risks in real time. Join Chief Investment Officer Eric Stein on January 8, 2026, for an unscripted discussion with experts across our fixed income, equities, and multi-asset strategies.

On the agenda:

- The Fed's new leadership: What the transition means for policy and markets
- Labor market signals: Separating real concerns from headline noise
- Credit convergence: Interplay between public and private debt
- AI's evolution: Where will the capex cycle go from here?

Walk away with insights that are grounded in how our teams are positioning portfolios today—and perspectives you can bring into your own decision-making and stakeholder discussions.

Eric Stein, CFA

Chief Investment Officer

Jeffrey Hobbs, CFA

Chief Investment Officer, Fixed Income

Barbara Reinhard, CFA

CIO, Multi-Asset Strategies and Solutions

James Lydotes, CFA

Chief Investment Officer, Equities

Library

How Can Plan Sponsors Help Participants Feel Retirement-Ready?

June 5, 2025

Retirement readiness is a major challenge for many plan participants. SECURE 2.0 helps plan sponsors provide their participants with the tools and resources they need to meet this challenge. This legislation, along with its predecessor SECURE Act, provides sponsors more flexibility when it comes to offering retirement income products and services, as well as expanding access to them for participants.

Multi-Asset Perspectives: Adapting to Political Shifts and Economic Rebalancing

June 4, 2025

The current market environment offers allocators the chance to capitalize on earnings quality and an innovation cycle in large cap equities, as well as attractive yields with manageable risk and some recession protection in investment grade credit.

Pioneering the Future of Active Equity Management

June 3, 2025

Vinnie Costa explains why he believes the future of investing will be defined by the successful integration of human expertise and machine intelligence

Survey of the Retirement Landscape: Plan Sponsor Sentiments

June 1, 2025

Voya’s biennial DC plan sponsor survey seeks to offer perspectives on sponsors’ priorities, the challenges they face, and the services they may need.

Survey of the Retirement Landscape: Participant Perspectives

June 1, 2025

Voya’s biennial DC plan participant survey seeks to better understand participant sentiments about retirement planning priorities and challenges.

Fixed Income Perspectives: Everything’s Fine Now? Not Quite

May 20, 2025

Even as markets cheer easing trade tensions, the effects of tariff uncertainty may still show up in economic data—and bring renewed volatility with them.

When the VIX Explodes, Machines Stay Composed

May 12, 2025

In a volatile market, Voya’s machine learning models have offered a reliable, data-driven approach to navigating the ups and downs.

Excess Capital Yield: A Better Framework for Value Investing

May 9, 2025

After a decade of lagging growth stocks, value investing is seeing a resurgence.

Understanding Convertible Securities and Why They’re Attractive Today

May 8, 2025

Over the last 30 years, global convertibles have produced equity-like performance but with lower volatility. And thanks to accelerated new issuance at favorable terms, today’s opportunity set has expanded, adding to the appeal of this unique asset class.

Are LMEs a Double-Edged Sword?

May 7, 2025

Liability management exercises may offer a quick fix for financially distressed companies, but they can sometimes make bad situations worse, underscoring the importance of rigorous credit research and security selection.