Investment Management

Voya Investment Management Market Perspectives

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Weekly Commentary & Statistics:

Weekly Commentary & Statistics:

Stock markets ignored shenanigans from North Korea to stage an impressive rally as the Dow Jones Industrial Average and the S&P 500 posted fresh highs. Oil prices surged more than 4%, whereas gold retreated. Prices of U.S. Treasurys fell; the 10-year yield rose to 2.20%..

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Voya Multi-Asset Perspectives - September 2017 - PDF

By Barbara Reinhard, CFA, Multi-Asset Strategies

The confluence of upbeat economic conditions, a weak U.S. dollar, low interest rates and solid earnings growth favors emerging market equities and U.S. large cap stocks. We are generally underweight fixed income but still find U.S. bank loans attractive.

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Fixed Income Perspectives - Balance Sheet in Focus, Tightening Still on Horizon

Fixed Income Perspectives - Balance Sheet in Focus, Tightening Still on Horizon

Matt Toms, CFA, CIO, Fixed Income

Market expectations for another hike this year have fallen below 40%, but recent economic data keep the door open: Q2 GDP was good, as consumption and business investment shone; inventories lagged but should pick up; July job growth topped estimates and wages showed stabilization.

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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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