Insights

Highlights from the week of September 22 – September 28, 2023

A new income strategy from Voya Investment Management gives employers a tool to help plan participants meet their retirement spending needs and reduce their chances of running out of money.

Commercial mortgage loans (CMLs) have a track record of strong, differentiated returns that have made them an effective way to diversify institutional fixed income portfolios. Given the historical frictions in CML transactions, many investors assume the asset class is illiquid. However, technologies and platforms to connect buyers and sellers have improved significantly since the 2008 financial crisis. The resulting liquidity has made it easier for institutional investors to access CMLs in a broader range of investment vehicles, including pooled accounts such as collective investment trusts.

Despite causing disruptions to many areas of government, budget impasses have historically had little lasting impact on markets, and this time will likely be similar.  

Portfolio manager Jim Dudnick discusses how, where and when to consider short-duration high yield bonds — and why Voya’s U.S. SDHI Strategy is different.

As the market digests the September Fed meeting, history shows that the best entry points for bonds are often before the Fed starts cutting rates.

Bank lending and deal flow on the decline, economic stress on the rise. It’s a surprisingly good time for private credit.

Is now the time to reduce the cash allocation in your portfolio? History shows that the best entry points for bonds are often before the Fed starts cutting rates.

We retrace boom-and-bust periods and chronicle improvements in the credit quality of North American energy companies following the pandemic.

Generative AI needs the kind of data and processing power that only cloud computing can provide — and this creates attractive investment opportunities.