Insights | Voya Investment Management

Insights

Structure

Inflation finally moves lower. Will it last?

November 16, 2022

Look under the hood of sizzling headline inflation, and you’ll see it starting to cool.

City Street with American Flags

As elections dust settles, markets shift attention back to inflation and the Fed

November 9, 2022

The repercussions of US midterm elections will be felt over the coming months and years, not days. The key is how the results are transmitted to the economy, chiefly through monetary and fiscal policy.  

City Buildings at Dusk

The economy has been resilient, but financial assets remain vulnerable

October 28, 2022

With many aspects of the US economy in decent shape, we believe spread widening in a recession is likely to be limited. Still, investors no longer need to overreach on risk.

Capital Market Assumptions 2023

November 23, 2022

Our long-term return expectations for capital markets serve as key inputs into our strategic asset allocation process for multi-asset portfolios and provide context for shorter-term forecasting.

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Why tech investors should keep an eye on China and the Fed

October 31, 2022

Don’t be distracted by the recent well-publicized earnings misses of several tech-sector giants – stocks did well in October overall. There are larger geopolitical, macro and company-specific factors at play that call for a nuanced approach to technology and tech-related stocks.

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Rates are in the driver’s seat

October 27, 2022

US markets have not taken kindly to the Fed’s renewed course of monetary tightening, but the effects of the Fed’s actions are stretching far beyond US shores.

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