Market Outlook | Voya Investment Management

Article: Historic Reform or Gathering Storm?

CIO Roundtable

As policy uncertainty clouds the economic horizon, how much of this year’s market volatility is being driven by sentiment, and how much is declining fundamentals?

March 27, 2025

Fixed Income Perspectives

As Equities Rattle, Bonds Quietly Adjust

March 21, 2025

Fixed Income Perspectives

Is It Okay to Take Your Eye off the Ball?

February 21, 2025

Featured Webinar

CIO Roundtable: Historic Reform or Gathering Storm?

On-demand

| 60 minutes

Eric Stein, CFA

Head of Investments and CIO, Fixed Income

Barbara Reinhard, CFA

CIO, Multi-Asset Strategies and Solutions

Sean Banai, CFA

Head of Multi-Sector Fixed Income

Leigh Todd, CFA

Senior Portfolio Manager, Large/Mid Cap Growth Equities

So much to talk about, so little time, yet so critical to the direction of the economy. Join us as Voya's panel of investment leaders discuss market reverberations of tariffs, DOGE, geopolitics, and more.

Eric Stein, CFA

Head of Investments and CIO, Fixed Income

Barbara Reinhard, CFA

CIO, Multi-Asset Strategies and Solutions

Sean Banai, CFA

Head of Multi-Sector Fixed Income

Leigh Todd, CFA

Senior Portfolio Manager, Large/Mid Cap Growth Equities

Library

Senior Loan Talking Points

March 31, 2025

Highlights from the week of March 21– March 27, 2025.

CIO Roundtable: Historic Reform or Gathering Storm?

March 27, 2025

As policy uncertainty clouds the economic horizon, how much of this year’s market volatility is being driven by sentiment, and how much is declining fundamentals? Our experts take a look.

Fixed Income Perspectives: As Equities Rattle, Bonds Quietly Adjust

March 21, 2025

As stocks react to the chaotic tariff rollout and deteriorating confidence, bonds are quietly adjusting to a slower-growth outlook. It’s a direction we’ve prepared for in our fixed income portfolios.

Securitized Credit Market Update

March 18, 2025

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

Multi-Asset Perspectives: Navigating the New Policy Landscape

March 4, 2025

The current backdrop offers opportunities from stable labor markets supporting strong real household income growth, but policy uncertainty could disrupt markets.

Fixed Income Perspectives: Is It Okay to Take Your Eye off the Ball?

February 21, 2025

Amid the barrage of headlines, it’s tempting to react to every juke the market throws at you. Where should you focus instead? Start with these three trends.

U.S. Leveraged Credit in 2025: Yields Offer a Cushion in an Aging Credit Cycle

January 28, 2025

While high starting yields should provide a buffer against potential volatility, credit selection will be critical as dispersion within and across sectors increases.

Fixed Income Perspectives: The “Good” Good News about Bonds

January 23, 2025

Inflation is cooling, the economy is resilient and starting yields offer a cushion against further rate volatility—there’s a lot to like about fixed income in 2025.

CIO Roundtable: Can 2025 Live Up to the Promise?

January 8, 2025

America’s economy is riding high into the new year, lifting investor expectations skyward. Our panel discusses what could propel (or derail) markets in 2025.

Fixed Income Perspectives: Themes for 1H25

December 18, 2024

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.

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