Investment Management

Voya Investment Management Market Perspectives

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Weekly Commentary & Statistics:

Weekly Commentary & Statistics:

It was a relatively flat week for U.S. equity markets following the post-election rally. The key tailwinds for stocks remain the reflation theme, positioning and better economic data. The 10-year U.S. Treasury yield closed at approximately 2.39%. Oil was flat and gold was slightly up as investors shift their attention toward earnings season.

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Voya Multi-Asset Perspectives - PDF

By Barbara Reinhard, CFA, Multi-Asset Strategies

December was another solid month for U.S. equity markets; equities may finally get some traction among investors as coming reflation initiatives take hold. Consumer confidence and wage growth will be key economic indicators to monitor going forward. We continue to find fixed income opportunities in high yield and senior loans.

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Fixed Income Perspectives -- PDF -- Looking Ahead to 2017

CIO of Fixed Income Matt Toms, CFA breaks down the key investment themes of 2017 and explains how Voya seeks to deliver the unique solutions and consistent results clients need to navigate the challenging fixed income environment.

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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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