Voya Investment Management Market Perspectives
2015 Forecast: Sustainable Global Expansion Driven by Tectonic Shifts
As we enter the new year, the global economy is on a sustainable growth trajectory that will
provide a catalyst to financial markets and a source of strength for corporate profits.
Global Perspectives: Weekly Commentary and Statistics
In a period dominated by news that the ECB was launching a larger-than-expected QE program in March, domestic equity markets delivered their first positive week of 2015 while many bourses in Europe and Asia were sharply higher. Oil continued to trend lower, with West Texas Intermediate crude prices closing at a six-year low.
Asset Allocation Views: Better Late Than Never
Market volatility has remained intact in recent weeks, as the ECB announced the long-awaited expansion of its asset-purchase program and U.S. markets continue to process significant revisions to corporate earnings expectations in the wake of the oil price collapse.
Fixed Income Perspectives - December 2014
While plummeting oil prices have provided a high-profile Grinch to blame for recent market discord, the ECB’s summertime adoption of a negative deposit rate also helped instigate the episodic volatility we have seen in credit and equity markets in the latter half of the year.
Defined Contribution Insights - Recent Money Market Reforms May Impact Your DC Plan
The Securities and Exchange Commission recently approved
long-awaited reforms to money market funds that likely will impact
a variety of retirement plans, including defined contribution plans
that include these capital-preservation vehicles in their product
lineups. With many provisions not scheduled to take effect until 2016,
however, affected plan sponsors have time to consider their options.
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.