Jim Lydotes flips the timer on 1) packaging companies’ pricing power, 2) consolidation in utilities, 3) Voya’s Grassroots Research on college recruitment in the AI era.
As companies look to bond markets to fund AI investment, the credit impact is showing up in more selective ways, creating opportunities for active investors.
Jim Lydotes flips the timer on 1) packaging companies’ pricing power, 2) consolidation in utilities, 3) Voya’s Grassroots Research on college recruitment in the AI era.
While major prepayment models produce reasonable forecasts for broad segments of the mortgage market, they often have shortcomings. This is how Voya’s mortgage derivatives team exploited one structural misvaluation.