Investment Management

Voya Investment Management Market Perspectives

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Fed Holds Rates Steady — Stocks Surge, Post Weekly Gains

Fed Holds Rates Steady — Stocks Surge, Post Weekly Gains

U.S. equities spiked on Wednesday following the Federal Open Market Committee (FOMC) announcement that interest rates will remain on hold for the time being. All major U.S. equity indexes, including the S&P 500, Nasdaq and Dow, posted weekly gains. International markets were also up for the period with the U.K. FTSE 100, Stoxx Europe 600 and Global Dow all finishing higher. After five sessions of decline, the 10-year U.S. Treasury note closed at approximately 1.6%. Gold prices rose and oil was slightly up.

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Voya Multi-Asset Perspectives

Voya Multi-Asset Perspectives

Barbara Reinhard, CFA, Head of Asset Allocation

For the second half of 2016 we foresee stronger economic growth, easing financial conditions, solid employment trends and improving investor sentiment. Though global equity markets may be in a period of consolidation, we believe a durable rally will follow. Our views lead us to favor U.S. equities, emerging market equities and senior loans.

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Fixed Income Perspectives -- All Eyes on the Fed: To Hike or Not to Hike?

At the September FOMC meeting, all eyes were once again on the Federal Reserve. The Fed’s announcement to keep rates unchanged, while retaining a bias to hike rates later on in the year, is likely the one that will grab headlines. But is it the most important thing investors need to focus on? We believe it’s not.

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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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