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Seven Themes to Monitor in the First Half of 2022

December 17, 2021

These are the seven major themes influencing positioning across our fixed income portfolios in the first half of 2022.

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The Economy’s Heating Up, but Shouldn’t Need a Fed Ice Bath

February 1, 2022

We see scope for continued global equity gains as the impacts from Covid, policy stimulus and inflation diminish.

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Is This What “Unprecedented and Extraordinary” Actually Feels Like?

May 16, 2022

As investors grapple with a new era of macroeconomic uncertainty, liquidity is king in the near term.

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This is an unprecedented time for all of us, and the situation is fast-changing. And while we are humble and realistic in the face of the challenges ahead, we are well prepared for and fully committed to maintaining our business operations and serving our clients without disruption.”

- Christine Hurtsellers, CFA, Chief Executive Officer, Voya Investment Management

 

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