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Article: Fixed Income Perspectives: 1H26 Themes
Market Outlook
Fixed Income Perspectives: 1H26 Themes

As investors grapple with the potential for elevated volatility, we offer six themes we think will drive fixed income markets in the first half of the year.

December 19, 2025
Article: From Oversight to Opportunity: Securitized Credit in a Shifting Policy Landscape
Investment Insights
From Oversight to Opportunity: Securitized Credit in a Shifting Policy Landscape
December 15, 2025
Article: Choosing a Core Plus Bond Fund? Let Consistency Be Your Compass
Investment Insights
Choosing a Core Plus Bond Fund? Let Consistency Be Your Compass
December 10, 2025

Featured Webinar

CIO Roundtable: The Big Questions for 2026

Upcoming

|   60 minutes

Eric Stein

Eric Stein, CFA

Chief Investment Officer

Jeffrey Hobbs

Jeffrey Hobbs, CFA

Chief Investment Officer, Fixed Income

Barbara Reinhard

Barbara Reinhard, CFA

CIO, Multi-Asset Strategies and Solutions

James Lydotes, CFA

Chief Investment Officer, Equities

As 2026 approaches, debate over Fed leadership, labor weakness, and the AI capex wave are heating up.

Hear directly from Voya IM's investment leaders navigating these risks in real time. Join Chief Investment Officer Eric Stein on January 8, 2026, for an unscripted discussion with experts across our fixed income, equities, and multi-asset strategies.

On the agenda:

- The Fed's new leadership: What the transition means for policy and markets
- Labor market signals: Separating real concerns from headline noise
- Credit convergence: Interplay between public and private debt
- AI's evolution: Where will the capex cycle go from here?

Walk away with insights that are grounded in how our teams are positioning portfolios today—and perspectives you can bring into your own decision-making and stakeholder discussions.

Eric Stein

Eric Stein, CFA

Chief Investment Officer

Jeffrey Hobbs

Jeffrey Hobbs, CFA

Chief Investment Officer, Fixed Income

Barbara Reinhard

Barbara Reinhard, CFA

CIO, Multi-Asset Strategies and Solutions

James Lydotes, CFA

Chief Investment Officer, Equities

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A Guide to Securitized Credit

May 2, 2025
The securitized credit market has evolved, through economic cycles and crises, into a popular fixed income allocation. However, its breadth, relative youth, and perceived complexities can be challenging for new investors, causing them to miss out on the asset class’s opportunities. Here’s what you need to know.

Fixed Income Perspectives: A Buy-the-Dip Opportunity?

April 23, 2025
U.S. economic growth is expected to slow this year, and the risk of a recession has certainly risen. While credit spreads have widened from historically tight levels, they are not flashing warning signs. Is this a buy-the-dip moment?

Tariff Shockwaves: 3 Market Takeaways

April 15, 2025
Following last week’s turbulent equity market and the surprising sell off in bonds, we gathered our thoughts on the markets and what we’re watching closely.

Tariff Gambit: Our Thoughts on Weathering the Volatility

April 10, 2025
The fluid tariff situation is paralyzing businesses, worrying consumers, and confusing investors. In periods of high uncertainty, we believe the best approach is to remain steady and reassess whether portfolio allocations align with investment goals. Here’s how our teams are managing the current environment.
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