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Article: Fixed Income Perspectives: 1H26 Themes
Market Outlook
Fixed Income Perspectives: 1H26 Themes

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.

December 19, 2025
Article: Credit Is Due
Fixed Income Perspectives
Credit Is Due
November 20, 2025
Article: Revving the Engine in a Downshifting Economy
CIO Roundtable
Revving the Engine in a Downshifting Economy
October 7, 2025

Featured Webinar

CIO Roundtable: The Big Questions for 2026

Upcoming

|   60 minutes

Eric Stein

Eric Stein, CFA

Chief Investment Officer

Jeffrey Hobbs

Jeffrey Hobbs, CFA

Chief Investment Officer, Fixed Income

Barbara Reinhard

Barbara Reinhard, CFA

CIO, Multi-Asset Strategies and Solutions

James Lydotes, CFA

Chief Investment Officer, Equities

As 2026 approaches, debate over Fed leadership, labor weakness, and the AI capex wave are heating up.

Hear directly from Voya IM's investment leaders navigating these risks in real time. Join Chief Investment Officer Eric Stein on January 8, 2026, for an unscripted discussion with experts across our fixed income, equities, and multi-asset strategies.

On the agenda:

- The Fed's new leadership: What the transition means for policy and markets
- Labor market signals: Separating real concerns from headline noise
- Credit convergence: Interplay between public and private debt
- AI's evolution: Where will the capex cycle go from here?

Walk away with insights that are grounded in how our teams are positioning portfolios today—and perspectives you can bring into your own decision-making and stakeholder discussions.

Eric Stein

Eric Stein, CFA

Chief Investment Officer

Jeffrey Hobbs

Jeffrey Hobbs, CFA

Chief Investment Officer, Fixed Income

Barbara Reinhard

Barbara Reinhard, CFA

CIO, Multi-Asset Strategies and Solutions

James Lydotes, CFA

Chief Investment Officer, Equities

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CIO Roundtable: The New Divergence

July 7, 2025
The economy’s impressive resilience has helped markets shake off fiscal and geopolitical uncertainties. But while it’s business as usual for some sectors, others are facing a panoply of new challenges, compounded by the accelerating AI revolution. Our experts take a look at how to play this complex new landscape.

Fixed Income Perspectives: A Buy-the-Dip Opportunity?

April 23, 2025
U.S. economic growth is expected to slow this year, and the risk of a recession has certainly risen. While credit spreads have widened from historically tight levels, they are not flashing warning signs. Is this a buy-the-dip moment?

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.
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