Investment Management

Voya Investment Management - Institutional

Market Commentary

Voya Multi-Asset Perspectives - December 2016

Since election day domestic equity markets have rallied to all-time highs on ...

Volatility Controlled Equity Strategies: A Long-Term Investment Solution

Vincent Costa, CFA, Head of Global Equities explains why rumors surrounding t...

Fixed Income Perspectives -- Fixed Income Investing in a Post-Election World

With Republicans soon to be in control of all three governmental branches, th...

Spotlight

Voya Multi-Asset Perspectives - December 2016

Barbara Reinhard, CFA, Head of Asset Allocation

Voya Multi-Asset Perspectives - December 2016

Since election day domestic equity markets have rallied to all-time highs on expectations that President-Elect Trump’s plans will be supportive. We think the rally can run quite a bit longer; only over the past two weeks have we seen meaningful net inflows to equities. Since mid-October, bond yields have climbed unabatedly, mostly wiping out YTD gains for 10-year U.S. Treasuries. In our view, bonds are still expensive but getting more interesting. We believe equities can withstand a 10-year U.S. Treasury yield up to 2.75% before being negatively affected.

Fixed Income Perspectives -- Fixed Income Investing in a Post-Election World

Fixed Income Perspectives -- Fixed Income Investing in a Post-Election World

With Republicans soon to be in control of all three governmental branches, the likelihood of significant policy change is high. As a result, the focus for investors has shifted to four key points: tax policy, deregulation, fiscal spending and trade policy. In this post-election world, we believe there is potential for upside in certain risk assets; we continue to favor U.S. centric risk while also being mindful that inflationary influences are likely to bias interest rates higher.

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Brian Baskir, FIA Brian Baskir, FIA Managing Director and Head of Global Consultant Relations (212) 309-6481
Eileen Madden, CFA Eileen Madden, CFA Senior Vice President and Head of Client Service and Relationship Management (860) 275-4640
Ken Sarafa Ken Sarafa Senior Vice President, Head of U.S. Institutional Client Advisory (248) 554-4802
John Simone, CFA John Simone, CFA Senior Vice President, Head of Insurance Solutions (212) 309-8413
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