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
The equity markets’ early-2015 struggles continued, as the big three indexes delivered a third consecutive week of losses despite an impressive Friday rally. Oil continued to trend lower, with West Texas Intermediate crude prices approaching lows not seen since the financial crisis, though a Friday report from the International Energy Agency reducing its non-OPEC supply forecast sparked a small rebound. Yield on the benchmark ten-year Treasury fell below 1.7% during the week, the lowest since May 2013, while 30-year yields established new record lows near 2.35%.
Asset Allocation Views: Assessing the Decline in Oil Prices
The pace of the oil market plunge unnerved markets and reintroduced higher volatility to many of them. Looking ahead, the knock-on effects of lower oil prices will vary across industries, regions and asset classes.
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.