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Insights

Structure

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.

Survey of the Retirement Landscape: Plan Sponsor Perceptions

January 14, 2022

From mid-February to early March 2021, Voya IM repeated its online survey of retirement plan sponsors to “take the temperature” of the retirement landscape. The findings offer perspective on the challenges plan sponsors face and the services needed, and may be helpful in putting your own plan challenges and needs into context.

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Diversification, a Dynamo for LDI

January 11, 2022

Diversification can relieve long duration corporate bonds from being the only way LDI plan sponsors meet spread or duration targets. Complementing with derivatives, IGPPs, CMLs and CMOs can help create a more efficient and effective portfolio.

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Voya Views: 2022 Strategic Investment Themes - Supply/Demand Mismatch

January 6, 2022

Throughout the month of January our Fixed Income Asset Allocation Committee will be sharing their take on each of our seven major themes influencing positioning across our fixed income portfolios for 2022. To start things off Dave Goodson, Head of Securitized Fixed Income, covers the supply/demand mismatch.

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Voya Views: Will you receive your gifts on time?

December 15, 2021

With only 10 days left until Christmas, will you receive your gifts on time? Hear what Barbara Reinhard, CFA, Head of Asset Allocation, believes the impact of the global supply chain crisis has on this year’s holiday shopping season.

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Including Alternatives in TDF Glide Path Design

December 1, 2021

Voya’s approach examines the benefits of incorporating alternatives in target date funds by integrating within glide path design critical elements such as risk premia, skill premia and excess returns relative to fees.

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