Eat Your Vegetables: Why Can’t the ECB and BOJ be More like the Fed?
As we evaluate investment opportunities our primary focus is avoiding downside velocity.
Equity Support Remains Intact
We are positive on equities, but think the U.S. may lag the rest of the world for the next few years.
Fixed Income Perspectives - Eat Your Vegetables: Why Can’t the ECB and BOJ be More like the Fed?
May 23, 2018
As we evaluate investment opportunities our primary focus is avoiding downside velocity.
Voya Multi-Asset Perspectives - Equity Support Remains Intact
May 11, 2018
We are positive on equities, but think the U.S. may lag the rest of the world for the next few years.
Fixed Income Perspectives - Tug of War: Fundamentals vs. Volatility
April 27, 2018
While volatility is here to stay, so far it is confined largely to equity markets. Credit spreads have widened but less than in previous equity sell-offs; this indicates that widening is not a fundamental concern and reaffirms our cautious but not bearish view.
Voya Multi-Asset Perspectives - Risk-Off Mood Persists
April 12, 2018
Despite the ongoing corrective phase, we still believe the risk-reward between equities and fixed income favors equities.
Fixed Income Perspectives - Volatility Unpacks its Bags, Plans to Stay
March 20, 2018
We believe volatility is here to stay, but at this stage, it creates opportunity for security selection.
Voya Multi-Asset Perspectives - Tough Month for Equities
March 7, 2018
We continue to position portfolios according to our belief that equities will outpace bonds. Equities likely can withstand an uptick of...