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.
Eyes remain firmly on the Federal Reserve, which has engineered a landscape of materially higher real and nominal rates.
Look under the hood of sizzling headline inflation, and you’ll see it starting to cool.
Chris Wilson, CFA, Senior Client Portfolio Manager, shares our outlook for Central Banks for the first half of 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.
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.
Randy Parrish, CFA, Head of Public Credit, talks about our 2022 outlook for capital expenditures.
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.
Brian Timberlake, PhD, CFA, Head of Fixed Income Research, shares our outlook for U.S. Labor Participation for the first half of 2022.
Covid-19 presented a real-time test of private credit’s ability to withstand stress. Voya met the challenge through its team experience and proactive response.
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.
These are the seven major themes influencing positioning across our fixed income portfolios in the first half of 2022.
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.