Voya’s thought leadership in the financial industry was once again on full display during a recent podcast interview featuring Eric Stein, head of investments and CIO, Fixed Income, Voya Investment Management.
Speaking on the Money Life with Chuck Jaffee podcast, Eric believes the U.S. stock market could experience a modestly positive year despite current geopolitical uncertainties. He said the hard data of the stock market are strong, but it’s the soft data — surveys about the future and the uncertainty of tariffs — that are clouding matters. If supply-side reforms and deregulation had been addressed before tariffs, these would have boosted the market, Eric said.