Strong Economic Growth Outshines Trade Issues
Our optimistic outlook for stocks presumes a continuation of the global expansion. Supporting the U.S. fundamental picture are a flat Phillips curve, high corporate free cash flow and lack of private sector imbalances.
Voya Multi-Asset Perspectives - Strong Economic Growth Outshines Trade Issues
August 8, 2018
Our optimistic outlook for stocks presumes a continuation of the global expansion. Supporting the U.S. fundamental picture are a flat Phillips curve, high corporate free cash flow and lack of private sector imbalances.
Fixed Income Perspectives - Trade Wars Trigger Headline Volatility
August 2, 2018
We remain focused on our central theme of positioning portfolios to avoid downside velocity. Regarding trade concerns, this means reducing exposure to globally-oriented investment grade credits and monitoring emerging market opportunities.
Voya Multi-Asset Perspectives - Trade Dominates the Narrative
July 10, 2018
The first half of 2018 has seen broad retrenchment from last year's strong returns and low volatility. But if fundamentals hold up the second half may be quite different.
Fixed Income Perspectives - Policy and Growth: Divergence on the Global Stage
June 29, 2018
Policy and Growth: Divergence on the Global Stage
Conditions are supportive for fixed income but portend muted returns and favor assets that can withstand episodes of volatility.