Markets Have Become Over-Emotional About Rates, Voya CEO Says

The video discusses the liquidity-driven market and the Federal Reserve's role in supporting it. It highlights the Fed's bill purchases and the market's interpretation of these actions. The impact of interest rates on banks and insurance companies is analyzed, with a focus on how low rates affect business models. The insurance sector is examined, considering market valuation and potential credit events, concluding that the sector is well-valued for entry.

In what ways do low interest rates affect business models like insurance companies?

What is the outlook for the credit cycle and its impact on the insurance sector?