Investment analysis for yield and duration-focused investors
Discussion of upcoming inflation prints in Euro Area and US, with focus on commodity prices and central bank implications for rates and inflation markets.
Combining credit fundamentals with exposure to a defining investment theme
What do you need to know? The US Federal Reserve unanimously voted to raise interest rates by 25 basis points to 3.75%-4.0%, marking the first hike since July 2023. Fed Chair Kevin Warsh highlighte...
Rates are rising, and the temptation is to retreat across the board. We think the better response is selectivity, not caution for its own sake.
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
Weekly insights from Voya's Senior Loan fund manager and CIO.
The USD index (DXY) rallied to near a one-month high last week. USD can continue to benefit from widening US-G6 interest rate differentials and rising US longer-term real yields. The break in the 1...
Emerging Market Debt is broader, higher quality and more investable than many investors assume, having grown into a USD52tn market with a rising
Learn where we see the most compelling opportunities across Asian fixed income markets today.
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