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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: From Oversight to Opportunity: Securitized Credit in a Shifting Policy Landscape
Investment Insights
From Oversight to Opportunity: Securitized Credit in a Shifting Policy Landscape
December 15, 2025
Article: Choosing a Core Plus Bond Fund? Let Consistency Be Your Compass
Investment Insights
Choosing a Core Plus Bond Fund? Let Consistency Be Your Compass
December 10, 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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Article Series

The Fed: A house divided?

December 10, 2025
As expected, the Fed cut rates by 25 bp in Wednesday’s meeting, the third rate cut this year. However, three officials dissented—two (Goolsbee, Schmid) disagreed with the cut, while one (Miran) wanted a 50 bp cut.

Will 2025 End With a Santa Claus Rally?

December 3, 2025
November kept investors on their toes. Early in the month, stocks that had been winning all year suddenly fell behind, while sectors that had lagged started to catch up. Companies tied to artificial intelligence (AI) faced pressure as investors worried about high valuations and how much big tech firms will need to borrow to fund their massive spending plans. At the same time, concerns grew about whether the AI boom is becoming a “circular economy,” where companies mostly sell to each other instead of creating new demand.

Fixed Income Perspectives: Credit Is Due

November 20, 2025
Credit spreads have come off recent tights, but the uncertain macro backdrop continues to favor a selective, patient approach to adding risk.

In PE Secondaries, Relationships Matter

November 10, 2025
Strong relationships with fund sponsors (GPs) can open doors to attractive opportunities and positively influence investment outcomes for secondaries investors. Here’s how.
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