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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.

Russia invasion sparking volatility and inflation fears, but recovery remains on track

February 25, 2022
  • Economic recovery likely undeterred: Rising energy prices add risk to Europe’s recovery but are unlikely to derail the global economic recovery.
  • Expect further equity volatility: We see the strongest impacts in commodities, energy and financials, but focus should shift quickly to interest rates and supply-chain resolution.
  • Seeing value amid spread widening: We believe the impact of Russia’s actions on fixed income markets has largely played out, and any further widening in credit spreads could present opportunities.
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The Road to March

February 23, 2022

The market’s expectations for curve flattening may be excessive, as the timing of rate hikes and the aggressiveness of the Federal Reserve are still open to debate.

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Leveraged Credit U.S. Outlook for 2022

January 19, 2022

The prevailing themes in 2021 were economies reopening, corporate balance sheet repair and strong capital market activity. These trends contributed to a general reversal of the myriad headwinds that marked a tumultuous 2020.

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Voya Views: 2022 Strategic Investment Themes - Inflation

January 18, 2022

Global inflation, accentuated by energy and commodity prices, will peak in early 2022, but the rate of decline will vary across economies. Matthew Toms, CFA, Chief Investment Officer of Fixed Income, shares our outlook on inflation for the first half of 2022.

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