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Floating-rate income and the secured nature of senior loans may provide a valuable defense against both rising rates and higher default risk for investors able to stomach short-term volatility.

We believe Voya’s large cap value discipline, which focuses identifying companies with attractive excess capital yield, is a more dynamic and effective valuation mechanism to drive a value strategy, particularly in today’s market uncertainty.

Changes in the political and economic landscape are loosening the links in the global economy. New conditions will favor different strengths as businesses adapt.

Voya’s approach examines the benefits of incorporating alternatives in target date funds by integrating within glide path design critical elements such as risk premia, skill premia and excess returns relative to fees.

The breadth and depth of Environmental, Social, and Governance data that investors currently have at their disposal is “a good problem to have”, as it highlights the normative sea-change over the past decade towards a now crucial commitment that companies must make to ESG transparency. Machine learning can help in discerning – and when necessary, creating - signal from noise.

Learn how the economic reboot may revive long-struggling value stocks.

The investment climate has changed dramatically over the last 15 years. The playbook for alpha generation needs to be updated. 

Seeking effective ESG integration that puts alpha over ratings

In a crowded world where active equity strategies increasingly look alike, machine learning’s potential to deliver genuine differentiation as well as mass-customization make it an invaluable tool for investment managers.

Recent rate volatility offers a rare opportunity, but if history serves as any guide the window to act will be fast to close.