Investment Insights

Short-Duration High Income Bonds as a Defensive Building Block: Portfolio Manager Jim Dudnick discusses where and when to consider short-duration high yield.

Highlights from the week of  May 3 – May 9, 2024

Spanning a history of 50+ years, the journey of Voya’s equity platform mirrors the broader evolution of markets.

While the Fed wants to cut rates, an uneven decline in inflation delays action—but remember the trend matters more than the “when.”

An active core fixed income model can help insurers manage changing business conditions when unexpected macro volatility hits.

After a decade of lagging growth stocks, value investing is seeing a resurgence. But as traditional value metrics used for a century have struggled to remain relevant, we recognize that successful value investors must evolve with the changing market environment. It’s time to reassess how to take advantage of this opportunity through a new lens.

Diversification, downside mitigation, and deal flow are EMMC’s advantages. Here are examples of those deals.

Most U.S. plans are now 110% funded. Pivoting to cash flow driven investing can reduce admin costs while better managing liquidity needs.

The average middle market fund has less than 26% of its loans in high-collateral deals. Here’s what to do about it.

Investment management, like the NBA, has evolved. Investors now embrace new strategies for better results, just as basketball shifted towards analytics.