Investment Management

Voya Investment Management Market Perspectives

Central Bankers Keep the Pedal to the Metal in May

Central Bankers Keep the Pedal to the Metal in May

Douglas Coté, CFA, SVP & Chief Market Strategist

Even though a June rate hike was a long shot, the markets were nonetheless relieved when the May 20 release of the latest FOMC minutes clearly showed that it was off the table.

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Weekly Commentary and Statistics

Weekly Commentary and Statistics

Domestic equity markets were choppy on the week, as a lack of resolution to the latest Greek bailout talks had investors in a skittish mood despite decent economic data flow; the health care sector was a notable exception, however, surging as the Supreme Court upheld certain elements of the Affordable Care Act. Yield on the benchmark ten-year U.S. Treasury continued to edge higher, closing at the highest level in nearly nine months.

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Asset Allocation Views: Another Greek Tragedy?

Asset Allocation Views: Another Greek Tragedy?

Though preliminary data had us worried about the expected second quarter rebound, the domestic economy looks to have righted the ship after the dismal first quarter and has the Fed on track for a September rate hike. Of course, Greece remains a global wildcard.

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Fixed Income Perspectives- See You in September

While the Fed continues to play coy with its plans for a rate hike, September certainly remains a compelling liftoff date. Were the Fed to act at the end of the summer, though, the primary driver would most likely be financial market stability rather than runaway inflation or a slack-free economy.

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Market Review - April 2015: Tense Present

Market Review - April 2015: Tense Present

Daniel P. Donnelly, Head of Investment Communications

The sharp April reversal of trends established in only the very recent past upended some of the first quarter’s most lucrative — and most crowded — trades and had investors uncertain about the here and now. While it would not be surprising to see these tendencies reassert themselves in the coming months, the turnabout highlighted the volatility the future may hold as domestic policy normalization rubs up against an otherwise highly accommodative global financial system.

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Market Review - 1Q15: This Is Not an Exit

Market Review - 1Q15: This Is Not an Exit

Daniel Donnelly, Head of Investment Communications

1Q15: This Is Not an Exit Markets lacked conviction throughout the first quarter, their direction buffeted by myriad factors, central bank messaging not least among them. Though the Federal Reserve appears to be moving ever closer to the launch of a rate-hike cycle, there’s enough evidence to suggest that the timing of liftoff may be less immediate than thought only weeks ago. The actions of most other policymakers, meanwhile, have only grown more accommodative.

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