Investment Management

Voya Investment Management Market Perspectives

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Weekly Commentary & Statistics:

Weekly Commentary & Statistics:

It was a strong week for U.S. equities with the Nasdaq, Dow Jones and S&P 500 all experiencing gains and the latter two breaking records. Oil prices dipped and gold was slightly up. The 10-year U.S. Treasury yield closed at approximately 2.42%.

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Voya Multi-Asset Perspectives - February 2017 - PDF

By Barbara Reinhard, CFA, Multi-Asset Strategies

Higher earnings, reflation and lower volatility combined to propel risk assets upward in January. Almost a year after the February 2016 lows, U.S. equities have gained more than 25% and 10-year U.S. Treasury yields are 0.75% higher. We see this theme persisting globally, with year-over-year leading indicators at their highest readings in six years.

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Fixed Income Perspectives -- PDF -- Is March Now in Play for the Federal Reserve?

Recent developments confirm our view that the Federal Reserve will maintain a cautious pace of rate normalization. We continue to make incremental, tactical portfolio adjustments to protect against rising rates while seeking potential for higher income.

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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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