America’s economy is riding high into the new year, lifting investor expectations skyward. Our panel discusses what could propel (or derail) markets in 2025.
In this short video, Voya IM’s Dave Goodson, Head of Securitized, and Greg Goodson, CFA, Fixed Income Portfolio Specialist, discuss how fewer expected interest rate cuts, potential tariffs and a persistently robust economy may impact the securitized credit market in 2025.
As investors prepare for the effects of higher-for-longer rates and a new administration in 2025, we offer five themes we think will drive fixed income markets in the first half of the year.
After a bumpy start, 2024 emerged as a year of resilience for fixed income markets, with strong returns and a promising outlook for U.S. corporate bonds.
M&A was already rebounding and could accelerate more, thanks to Trump’s focus on deregulation. Tech, investment banks and small caps may be beneficiaries.