As we enter 2018, the macro environment remains supportive for fixed income markets. However, with full valuations and diminished monetary policy support, the margin for error is razor thin as fixed income investors identify potential risks.Voya Investment Management's CIO of Fixed Income, Matt Toms, CFA breaks down the major themes of 2018 and discusses the key market trends that are likely to lead to a return of volatility.
Learn why the U.S. financial sector may be poised for growth in 2018.
Our current positioning reflects the following beliefs: Many of 2017’s positive economic tailwinds should continue in 2018, setting the stage for additional upside in stocks and other equity-sensitive assets, including convertible securities and high yield bonds.
Our boutique managers are known for independent thinking and, at times, contrarian views. Below is a by the numbers taste of what's come up in Outlook commentaries — recurring themes that can cascade to investors everywhere.
U.S. stock market indices continue to reach new highs and major global economies are growing in sync for the first time in a decade. Corporate earnings have reached record levels, business confidence indicators are climbing while inflation remains in check.
Ben Bernanke and our panel of world-renowned advisors examine the outlook for global economic growth amid geopolitical shifts.
The stock market continued to hit new highs through the third quarter, confounding those who focused on the rapidly changing headlines in the U.S. and throughout the world.
Nearly 10 years after its unprecedented response to the 2008 crisis, the Fed is finally making plans to unwind $4 trillion of fixed income investments. Other global central banks are not far behind. From interest rates to credit spreads and defaults, the impact of these actions will reach all corners of the fixed income market. Matt Toms Fixed Income CIO for Voya Investment Management will discuss: • Pitfalls and risks in the current fixed income market; • Overlooked opportunities; and • What investors should consider when building fixed income portfolios to navigate this uncharted environment.
Matt will answer attendees’ questions during the session and will be available to continue the discussion on APViewpoint.
Uncertainty abounds in the global marketplace – what are the risks and opportunities, and what is an investor to do in today’s markets? Chautauqua Capital Management discusses how to invest in the current environment.
Learn why cost isn’t everything.