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Watch Now: Tariffs and the Insurance Investing Landscape

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Despite broadly telegraphing new tariffs, Trump caught markets off guard with the sweeping scope of his policies. Watch as Jeff Hobbs, CFA, Head of Insurance Portfolio Management, discusses recent events, investment and portfolio implications, and what insurance companies should be doing right now.

 

A note about risk: The principal risks are generally those attributable to investing in stocks, bonds, and related derivative instruments. Holdings are subject to market, issuer, and other risks, and their values may fluctuate. Market risk is the risk that securities or other instruments may decline in value due to factors affecting the securities markets or particular industries. Issuer risk is the risk that the value of a security or instrument may decline for reasons specific to the issuer, such as changes in its financial condition.

Past performance does not guarantee future results. This market insight has been prepared by Voya Investment Management for informational purposes. Nothing contained herein should be construed as (i) an offer to sell or solicitation of an offer to buy any security or (ii) a recommendation as to the advisability of investing in, purchasing or selling any security. Any opinions expressed herein reflect our judgment and are subject to change. Certain statements contained herein may represent future expectations or other forward-looking statements that are based on management’s current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Actual results, performance or events may differ materially from those in such statements due to, without limitation, (1) general economic conditions, (2) performance of financial markets, (3) interest rate levels, (4) increasing levels of loan defaults, (5) changes in laws and regulations and (6) changes in the policies of governments and/or regulatory authorities. The opinions, views and information expressed in this commentary regarding holdings are subject to change without notice. The information provided regarding holdings is not a recommendation to buy or sell any security. Fund holdings are fluid and are subject to daily change based on market conditions and other factors.

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Voya Investment Management

Voya Investment Management is a leading authority in insurance asset management, bringing the capabilities of a large institutional investment manager with proprietary insurance balance sheets to small and medium sized insurance companies and key strategic partnerships. As the manager of a large and complex proprietary life insurance balance sheet, we extend every resource committed to that undertaking to our third-party clients. Our deep insurance resources and expertise, investment process and infrastructure built especially for regulated balance sheets, and our high touch client engagement model are all key differentiators versus our competitors.

Voya Investment Management is the asset management business of Voya Financial (NYSE: VOYA), overseeing $333 billion in assets for institutions, financial intermediaries and individual investors as of 06/30/24. Voya Investment Management assets are calculated on a market value basis and include proprietary insurance general account assets of $31 billion.

Michael Alvarez, CFA

Managing Director, Head of Insurance Solutions
Michael.Alvarez@voya.com     
770-690-6709

https://institutional.voya.com/ 

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