Markets Recon

Evaluating Target Date Funds: A Good Offense is the Best Defense

11 months ago

To evaluate is human; to document the process, divine.

By Voya IM In Wealth Practice

Multi-Asset Perspectives: Slowing (Yet Steady) Economic Growth

11 months ago

The current market backdrop presents opportunities to benefit from corporate cash flows, valuation discounts and high quality “all-in” yields.

By Voya IM In Portfolio Construction, Macro, Equities, Fixed Income

Equities: Shifting the Spotlight from Goliath to David

11 months ago

As oversaturated mega caps start to lag, it may be time to think small.

By Voya IM In Equities

Senior Loan Talking Points

11 months ago

Highlights from the week of July 26 – August 1, 2024.

By Voya IM

High Yield Bonds: High New Issuance Means Better Liquidity

11 months ago

From 2022-2023, would-be issuers of high yield bonds held off, waiting for conditions to improve. That time may have come.

By Voya IM In Fixed Income

Achieving Balance: Benefits of the Blend in Target Date Funds

11 months ago

Combining active and passive in blended target date funds may enhance potential returns and diversification while keeping overall portfolio expenses low.

By Voya IM In Indexing / Passive, Wealth Practice, Sustainability, Portfolio Construction

Is This the Small Cap Rotation We’ve Been Waiting For?

11 months ago

Small cap growth’s big valuation discount to large cap growth started shrinking after the July 11 CPI print. Are you ready for a potential rotation?

By Voya IM In Equities, Macro

Fixed Income Perspectives: Consumers Switch from Fast Lane to Cruise Control

11 months ago

The wealth effect will continue to support consumer spending, even as slowing wage gains and high prices weigh on low-income consumers.

By Voya IM In Fixed Income

LDI Quarterly Update: 2Q24

11 months ago

With many corporate pension plans now overfunded, sponsors are exploring ways to monetize those excess assets.

By Voya IM In Industry

Voya IM