In this short video, Voya IM’s Dave Goodson, Head of Securitized, and Greg Goodson, CFA, Fixed Income Portfolio Specialist, discuss how fewer expected interest rate cuts, potential tariffs and a persistently robust economy may impact the securitized credit market in 2025.

As investors prepare for the effects of higher-for-longer rates and a new administration in 2025, we offer five themes we think will drive fixed income markets in the first half of the year.

There's no doubt that the upward trajectory of debt/GDP is a worrying byproduct of current U.S. fiscal policy.

After a bumpy start, 2024 emerged as a year of resilience for fixed income markets, with strong returns and a promising outlook for U.S. corporate bonds.

In this time warp of a market, thanksgiving feels like it was a blip on the radar from months ago.

Highlights from the week of December 6 – December 12, 2024.

Inflation rose but optimism did too as the market expects the Fed to cut rates again.

When selecting a fund to anchor your clients’ portfolios, consider its journey just as carefully as its destination.

M&A was already rebounding and could accelerate more, thanks to Trump’s focus on deregulation. Tech, investment banks and small caps may be beneficiaries.

Read about our three key themes for the year ahead.