29 Jan Fixed Income Perspectives – ‘Seven Investment Themes for the First Half’
Posted at 15:23h
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Voya Investment Management – Fixed Income Perspectives – January 2017
Like a game plan for a football team, our semi-annual themes provide a framework for our investment decisions. For single-sector strategies, this macro input helps inform our bottom-up strategy. For multi-sector strategies, our holistic view of the economy and global monetary policy helps determine the overall risk budget and portfolio positioning to capitalise on relative value across sectors.