Insights

Federal Reserve Chair Jerome Powell spoke at a forum in Washington this week, cautioning that persistent inflation and a strong U.S. economy will likely delay any Fed rate cuts until later this year.

The story of the fixed income markets over the past six months is broadly one of spreads tightening across the board as funds flow back into bonds.

Both U.S. equities and bonds fell on hot inflation, but late in the week, bonds recovered somewhat as geopolitical tensions heightened.

Cash has a place in portfolios, but bonds are a better choice for locking in yields, boosting return potential and providing diversification benefits.

March’s inflation print showed that the disinflation trend remains quite bumpy.

Mixed economic data and less urgent rate cut talk from the Fed drove U.S. equities and bonds down for the week.

Strong economic data continues to come out of the U.S. Last week, the Bureau of Labor Statistics released data showing that the labor market added 303,000 nonfarm payroll jobs in March, far exceeding expectations of 214,000.

Voya offers separately managed accounts, combining individual securities ownership with institutional money management expertise since the '80s.

Ray Dalio recently released a piece titled “To Answer the Question of Why I Invest in China."

Last week saw a flurry of positive U.S. economic data releases.