Markets Are in a Mid-Cycle Slowdown, Voya CEO Says

The video discusses current market trends, highlighting a split between winners and losers. It addresses client concerns about investment strategies amid Fed actions and interest rate changes. The discussion covers the divergence between equities and bonds, with insights into bond market expectations and potential Fed rate adjustments. The video also explores risks in the credit market, particularly in middle market lending and corporate leverage.

How does the speaker perceive the relationship between equities and bonds in the current market?

What is the speaker's perspective on the risk associated with triple B corporates?

What concerns does the speaker express regarding middle market lending and BDCs?