• 13 hours ago

Weekly insights from Voya's Senior Loan fund manager and CIO.

By Voya IM In Fixed Income, Industry

• 24 Sep 2026

Key takeaways This is a recalibration, not an inflation crackdown. The Fed is taking back last year’s insurance cuts because the economy can stand on its own. Rates can’t fix a supply problem. High...

By Voya IM In Macro, Industry, Commodities, Hedge Funds, Thematic / Megatrends

• 23 Sep 2026

AI companies face a trust test, cost pressure is spreading, and the Fed’s blunt tool may not reach the real bottlenecks.

By Voya IM In Thematic / Megatrends, Wealth Practice, Macro

• 25 Jun 2026

The back half of 2026 may hinge on six themes: AI spending, uneven growth, labor supply, sticky inflation, uneasy central banks, and volatile bond markets.

By Voya IM

• 11 Dec 2025

Our long-term return expectations for capital markets serve as key inputs into our strategic asset allocation process for multi-asset portfolios and provide context for shorter-term forecasting.

By Voya IM

• 09 Aug 2024

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

By Voya IM In Wealth Practice

• 08 Aug 2024

​​​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

• 06 Aug 2024

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

By Voya IM In Equities

• 05 Aug 2024

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

By Voya IM