As companies look to bond markets to fund AI investment, the credit impact is showing up in more selective ways, creating opportunities for active investors.
2025 was a strong year for markets—but what did that mean for the millions of Americans saving for retirement in target date funds? Here, Barbara Reinhard, CFA, and Susan Viston from Voya IM's Multi-Asset Strategies and Solutions team break down 2025's key performance drivers and share their outlook on opportunities and risks for the year ahead.
As investors grapple with the potential for elevated volatility, we offer six themes we think will drive fixed income markets in the first half of the year.