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Highlights from the week of November 7 – November 13, 2025.

A modest allocation to a bond fund that invests across a wider array of sectors and isn’t tied to the Bloomberg U.S. Aggregate Bond Index may help reduce risk and boost return potential.

Artificial intelligence is now a driving force behind market cycles, reshaping fixed income as tech giants seek financing for their historic capex boom. Here’s how it’s changing portfolios, risks, and opportunities.

Voya’s investment leaders debate the Fed rate cycle, policy questions, and the widening effect of AI’s massive, global buildout.

While the Fed’s recent rate cut is grabbing headlines, the relative value landscape hasn’t changed, and we continue to favor securitized over corporate credit.

Bond investing isn’t baseball—a swing and miss can lose money. It’s the difference between consistently good, not occasionally great, performance.

With cash yields continuing to decline, it could be time to consider shifting to a flexible, broadly diversified fixed income strategy.

Amid speculation that economic data might become politicized, one thing hasn’t changed: it still demands context, perspective, and a long-term view beyond the next headline.

High starting yields should continue to provide a buffer against potential turmoil, and episodic bouts of volatility should present attractive opportunities.