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Article: Fixed Income Perspectives: 1H26 Themes
Market Outlook
Fixed Income Perspectives: 1H26 Themes

As investors grapple with the potential for elevated volatility, we offer six themes we think will drive fixed income markets in the first half of the year.

December 19, 2025
Article: Credit Is Due
Fixed Income Perspectives
Credit Is Due
November 20, 2025
Article: AI Agents and the New Frontier of Cybersecurity
Investment Insights
AI Agents and the New Frontier of Cybersecurity
November 6, 2025

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Capital Market Assumptions 2025

December 21, 2024
Our long-term return expectations serve as key inputs into strategic asset allocation for multi-asset portfolios and provide context for shorter-term forecasting.

Allianz Global Investors and Voya Investment Management have entered into a long-term strategic partnership, and as such, as of 25 July 2022, certain investment teams transferred to Voya Investment Management. This did not change the composition of the teams, the investment philosophy nor the investment process. Voya IM acts as sub-adviser for Allianz Global Investors GmbH investment vehicles that utilize Voya IM’s strategies. 

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