Investment Management

Voya™ Investment Management was formerly ING U.S. Investment Management

Voya Investment Management Market Perspectives

U.S. Economy Shows its Independence from the Fed in July

U.S. Economy Shows its Independence from the Fed in July

Douglas Coté, CFA, Chief Market Strategist

The U.S. economy is recovering strongly, which will compel the U.S. Federal Reserve (Fed) to withdraw its support.

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Weekly Commentary and Statistics

Global Perspectives: Weekly Commentary and Statistics

With geopolitical fears easing and U.S. economic data suggesting a continuation of the second quarter’s rebound, markets surged — the S&P 500 set a new record high, while the Nasdaq is trading at its highest level since 2000 — though concerns about Russia’s continued involvement in Ukraine flared on Friday to put a bit of a damper on the week. Ten-year Treasury yields traded as low as 2.38%, though finished slightly higher for the period.

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Asset Allocation Views: Earnings Quietly Trump Geopolitical Concerns

Asset Allocation Views: Earnings Quietly Trump Geopolitical Concerns

Paul Zemsky, CFA, CIO, Multi-Asset Strategies, Derek Sasveld, CFA, Head of Asset Allocation, Jon Kaczka, CFA, Asset Allocation Analyst

The strong second quarter earnings season has driven equity markets higher and will likely motivate us to raise our full-year 2014 estimates. Europe remains sluggish, while sentiment toward the emerging markets has picked up.

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Fixed Income Perspectives - July 2014

Fixed Income Perspectives - July 2014

Christine Hurtsellers, CFA CIO Fixed Income; Matt Toms, CFA Head of U.S. Public Fixed Income

Despite the unsettling excitations emanating from Russia’s involvement in Ukraine, the intensified Israel/Palestine conflict and an unsteady Portuguese bank, the good vibrations of low volatility keep a-happenin’ for fixed income markets. That’s because the market remains captivated by the lulling tide of global liquidity, with just about every major central bank locked into accommodative monetary policy for the foreseeable future.

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Federal Reserve Policy Normalization Poses Risks

Federal Reserve Policy Normalization Poses Risks

Paul Zemsky, CFA, CIO, Multi-Asset Strategies, Derek Sasveld, CFA, Head of Asset Allocation, Eugene Lancaric, CFA Consultant, Economics and Asset Allocation

While the central bank has taken great pains to telegraph its policy intentions, the size of the Fed’s balance sheet complicates the upcoming normalization process and presents a serious risk to our broadly optimistic market expectations.

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Market Review: First Quarter 2014: Beneath the Waves, an Ocean

Market Review: First Quarter 2014: Beneath the Waves, an Ocean

By Daniel P. Donnelly, Head of Investment Communications

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.

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