Voya Investment Management Market Perspectives
Europe the Fly in the Ointment as U.S. Economy Buzzes
While the success of the Fed’s
aggressive QE program surprised
the markets and the central bank...
...Europe hasn’t gotten the memo,
continuing to dither over the scope
of its asset-purchase program as
recession and deflation loom.
Global Perspectives: Weekly Commentary and Statistics
Major U.S. averages snapped a four-week losing streak as strong earnings and economic data had investors shaking off concerns about an Ebola case in New York. The S&P 500 delivered its biggest weekly gain since early 2013, while the Nasdaq experienced its strongest week rally since late 2011. After dipping below 2% last week, the yield on the benchmark ten-year U.S. Treasury has rebounded to finish the week around 2.25%.
Asset Allocation Views: Volatility Returns with a Vengeance
While October is typically a volatile month in the equity markets, concerns about global economic growth, the looming reduction in Fed accommodation and the arrival of Ebola on U.S. shores have also contributed this year. The panic selling appears behind us for now, however.
Fixed Income Perspectives - September 2014
The July/August selloff was a reminder that low market volatility won’t go on forever. Though such periodic wakeup calls present a buying opportunity, they also underscore the importance of protecting against tail risk.
Market Review -- September 2014: Autumn Sweater
Placid markets turned tumultuous as summer transitioned to fall. With fears about economic growth prospects in Europe and Asia combining with persistent geopolitical turmoil to send a chill into the air, investors increasingly reached for the warm, comfortable embrace of lower-risk assets as September proceeded
Market Review: First Quarter 2014: Beneath the Waves, an Ocean
First Quarter 2014: Beneath the Waves, an Ocean Markets turned choppy in the first quarter, buffeted by everything from weather-related economic softness to the leadership transition at the Fed to an emboldened Russia flexing its muscles in the Black Sea. Despite the tumult, a number of domestic equity markets surged to new record highs during the period, suggesting a steady supply of support below the potentially destabilizing swells.