Screening for high levels of excess capital is a good starting point for finding winners—but persistent stock picking comes from fundamental analysis to identify companies that best use their dry powder.
The defense sector is undergoing a structural realignment, catalyzed by geopolitical volatility, technological disruption, and shifting transatlantic security dynamics.
In late 2025, Voya hosted its annual gathering of insurance company investors to discuss the big issues in insurance investing today. Here’s what was top of mind among your peers.
Adding durable, low-cost external leverage to lower-volatility assets via the FHLB system can be an attractive way to enhance risk-adjusted return potential versus owning higher-volatility assets with more embedded leverage directly on insurance company balance sheets.
Despite recent bankruptcy headlines causing jitters in private credit markets, most corporate balance sheets remain healthy. But we need to talk about some of this messy lending.