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Insights

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Capital Market Assumptions 2023

November 23, 2022

Our long-term return expectations for capital markets serve as key inputs into our strategic asset allocation process for multi-asset portfolios and provide context for shorter-term forecasting.

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The Fed pivoting to a pause, not to cuts

November 21, 2022

Eyes remain firmly on the Federal Reserve, which has engineered a landscape of materially higher real and nominal rates.

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Inflation finally moves lower. Will it last?

November 16, 2022

Look under the hood of sizzling headline inflation, and you’ll see it starting to cool.

Leveraged Credit U.S. Outlook for 2022

January 19, 2022

The prevailing themes in 2021 were economies reopening, corporate balance sheet repair and strong capital market activity. These trends contributed to a general reversal of the myriad headwinds that marked a tumultuous 2020.

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Voya Views: 2022 Strategic Investment Themes - Inflation

January 18, 2022

Global inflation, accentuated by energy and commodity prices, will peak in early 2022, but the rate of decline will vary across economies. Matthew Toms, CFA, Chief Investment Officer of Fixed Income, shares our outlook on inflation for the first half of 2022.

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Diversification, a Dynamo for LDI

January 11, 2022

Diversification can relieve long duration corporate bonds from being the only way LDI plan sponsors meet spread or duration targets. Complementing with derivatives, IGPPs, CMLs and CMOs can help create a more efficient and effective portfolio.

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Voya Views: 2022 Strategic Investment Themes - Supply/Demand Mismatch

January 6, 2022

Throughout the month of January our Fixed Income Asset Allocation Committee will be sharing their take on each of our seven major themes influencing positioning across our fixed income portfolios for 2022. To start things off Dave Goodson, Head of Securitized Fixed Income, covers the supply/demand mismatch.

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Voya Views: Will you receive your gifts on time?

December 15, 2021

With only 10 days left until Christmas, will you receive your gifts on time? Hear what Barbara Reinhard, CFA, Head of Asset Allocation, believes the impact of the global supply chain crisis has on this year’s holiday shopping season.

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