Investment Management

Voya Investment Management Market Perspectives

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Weekly Commentary & Statistics:

Weekly Commentary & Statistics:

The S&P 500, Nasdaq and Dow Jones tumbled during a period populated with ongoing Fedspeak and White House debate over health care, tax reform and budget priorities. Gold advanced and oil prices dipped. The 10-year U.S. Treasury yield closed at approximately 2.41%.

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Voya Multi-Asset Perspectives - March 2017 - PDF

By Barbara Reinhard, CFA, Multi-Asset Strategies

Equity markets posted strong gains in February powered by positive economic surprises, continued reflation and low volatility. We believe solid sales and earnings growth can support lofty equity multiples in the United States, where we remain overweight.

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Fixed Income Perspectives -- PDF -- The Ides of Accommodative Policy? Not so Fast.

In a move that was largely anticipated by the market, the Fed announced another interest rate hike of 25 basis points. We believe the announcement allows the Fed to revert to a more dovish stance going forward and let the market guide expectations as to the appropriate pace of further hikes.

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Market Insight: Impact of the Credit Cycle on Security Selection - PDF

Kurt Kringelis, CFA, CPA, JD, Head of Credit Strategy

Deeper understanding of the credit default cycle helps managers make better security selections. This Insight dispels several myths about the relationships between credit spreads and credit curves, and the varying impact of market swings on maturity buckets.

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Market Insight: A Bottom-Up View of the Corporate Credit Cycle - PDF

Kurt Kringelis, CFA, CPA, JD, Head of Credit Strategy

Understanding industry-level credit cycle dynamics can help investors assess investment opportunities. At this point in the corporate credit cycle we still see positive return potential, but believe a tactical, risk-aware strategy is the best approach.

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