Highlights from the week of November 14 – November 20, 2025.

Get the latest insights from our securitized credit desk.

Credit spreads have come off recent tights, but the uncertain macro backdrop continues to favor a selective, patient approach to adding risk.

A modest allocation to a bond fund that invests across a wider array of sectors 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.