Voya Investment Management Market Perspectives
Traders Whipsawed as Bank of Japan and U.S. Fundamentals Surprise
After weeks of struggles, market
strength returned quickly in
Global Perspectives: Weekly Commentary and Statistics
Another week, another round of new highs for equity markets; the S&P 500 is now up more than 10% off its mid-October lows. Domestic data flow continued to be supportive of risk assets, while a rate cut in China and heightened ECB rhetoric further buoyed sentiment
Asset Allocation Views: Bank of Japan Takes the Baton
As the Federal Reserve continues to back away from extraordinary accommodation, other central banks — the Bank of Japan and People’s Bank of China, most notably— are ramping up their efforts, to the delight of risk markets.
Fixed Income Perspectives - November 2014
Fixed income markets have rallied in recent weeks thanks to solid U.S. data and an unexpected liquidity boost from the Bank of Japan. And though the Fed is likely to be cautious in eventually raising interest rates, the renewed market volatility may persist.
Market Review -- October 2014: Before Our Hearts Explode!
The late September swoon extended into the first few weeks of the new month, heightening anxiety among investors already palpitating over the fearsome specter of Octobers past. Markets changed course sharply mid-month, however, as strong corporate earnings gave investors hope that resurgent domestic growth could persist in the face of global economic weakness.
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.