Insights

The Voya Machine Intelligence Opportunistic U.S. Equity Strategy outperformed the S&P 500 by 9.4% annually (8.6% net).

Hard landing, soft landing or somewhere in between? The good news is that many different paths could lead to a positive outcome for bond investors.

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.

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.

In Q2 2023, US CLO debt tranches delivered strong returns across the stack driven by increasing carry and uptick in prices.

We aren’t overly concerned about U.S. regional bank debt despite Moody’s ratings actions

The ratings cut on U.S. Treasuries presents an uncomfortable reality about the United States’ long-term fiscal stability, but it’s not a doomsday scenario.

Watch Barbara Reinhard, CFA, Head of Asset Allocation as she shares our outlook on U.S. markets, inflation, employment and corporate earnings.

The Voya Enhanced Long Duration Government/Credit (ELGC) Strategy celebrated its fifth anniversary in March 2023. We explore what makes ELGC stand out.

The forecast for securitized credit has turned notably brighter in recent months, even as the dark cloud of offices continues to cast a long shadow.