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Article: Rate Cuts Delayed, but Not Derailed
Fixed Income Perspectives

Rate Cuts Delayed, but Not Derailed

While the Fed wants to cut rates, an uneven decline in inflation delays action—but remember the trend matters more than the “when.”

April 23, 2024

Featured Webinar

Insurance Themes

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  |  60 minutes
Jeffrey Hobbs

Jeffrey Hobbs, CFA

Head of Insurance Portfolio Management

The sharp sell-off in interest rates has created attractive investment opportunities for insurance investors, but liquidity strains across the industry have constrained investment flows. With public spread premia at tight levels, accessing private market credit can drive attractive incremental investment returns.

Join Voya IM’s Head of Insurance Portfolio Management, Jeff Hobbs, as he breaks down the key themes in the insurance market and shares why Voya believes a flexible approach to portfolio construction has met enterprise liquidity needs, while growing earnings, managing income volatility, and controlling risk.

Jeffrey Hobbs

Jeffrey Hobbs, CFA

Head of Insurance Portfolio Management

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Interest-Only Securities Make a Strong Comeback

August 21, 2023
Interest-only securities offer attractive, high-single-digit unlevered yields to the market’s base-case prepayment expectation and stand to benefit from significant spread tightening as demand for the asset class increases amid limited supply.
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Multi-Asset Perspectives

August 21, 2023
Capital markets have responded positively to better-than-expected economic outcomes so far this year. While the United States has managed to avoid an official recession, growth is almost certain to slow and increases in profits will be challenged. Given this backdrop, we see equities trading sideways to slightly higher in the near term and we continue to favor the U.S. over the rest of the world.
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