Securitized credit isn’t complicated. It’s an investment involving predictable consumer behaviors that have fueled economic growth for generations.
Now that yields have reset higher, bonds are positioned to protect portfolios while delivering higher income.
Floating-rate income and the secured nature of senior loans may provide a valuable defense against both rising rates and higher default risk for investors able to stomach short-term volatility.
Survey of the Retirement Landscape: Challenges and Opportunities for Defined Contribution Specialists
What do sponsors want from DC specialists that service their plans? And how does that differ from DC specialists’ perception of what their clients are looking for? Voya Investment Management identifies unmet needs and emerging opportunities by exploring disconnects between the perceptions of plan sponsors and DC specialists.
With tapering worries in the rearview, attention has returned to the inflationary environment.
Our take on the Fed tapering announcement from our own Justin McWhorter, CFA, CPA, Senior Portfolio Manager of Structured Finance.
The breadth and depth of Environmental, Social, and Governance data that investors currently have at their disposal is “a good problem to have”, as it highlights the normative sea-change over the past decade towards a now crucial commitment that companies must make to ESG transparency. Machine learning can help in discerning – and when necessary, creating - signal from noise.
What can you do to protect your portfolio from over-extended equity valuations? Christina Bargeron, CFA and Gareth Shepherd from our Equity team discuss how machine intelligence investing could be the solution.
Though the inflation debate continues, we concur with the Federal Reserve that price increases will be manageable. We believe the Fed can conduct monetary operations along its well communicated path, paving the way for reaccelerating, above-trend 4Q21 real GDP growth.