Insights

Despite causing disruptions to many areas of government, budget impasses have historically had little lasting impact on markets, and this time will likely be similar.  

Highlights from the week of September 15 – September 21, 2023

Portfolio manager Jim Dudnick discusses how, where and when to consider short-duration high yield bonds — and why Voya’s U.S. SDHI Strategy is different.

As the market digests the September Fed meeting, history shows that the best entry points for bonds are often before the Fed starts cutting rates.

Bank lending and deal flow on the decline, economic stress on the rise. It’s a surprisingly good time for private credit.

Is now the time to reduce the cash allocation in your portfolio? History shows that the best entry points for bonds are often before the Fed starts cutting rates.

Generative AI needs the kind of data and processing power that only cloud computing can provide — and this creates attractive investment opportunities.

The Voya Machine Intelligence Opportunistic U.S. Equity Strategy outperformed the S&P 500 by 9.4% annually (8.6% net).

Hard landing, soft landing or somewhere in between? The good news is that many different paths could lead to a positive outcome for bond investors.

Capital markets have responded positively to better-than-expected economic outcomes so far this year. While the United States has managed to avoid an official recession, growth is almost certain to slow and increases in profits will be challenged. Given this backdrop, we see equities trading sideways to slightly higher in the near term and we continue to favor the U.S. over the rest of the world.