Investment Insights | Voya Investment Management
Article: Stability Scarcity: Why Markets Are Paying More for Predictable Cash Flows
Investment Insights

After years of volatility and uncertainty, markets appear to be entering a phase where dependable cash flows, income, and predictability are increasingly valued as assets i

March 23, 2026
Article: Sizing Up Small Caps: Three Metrics That Stand Out
Investment Insights
February 27, 2026
Article: Win Big or Win Often: Which Matters More?
Investment Insights
January 28, 2026

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Stability Scarcity: Why Markets Are Paying More for Predictable Cash Flows

March 23, 2026
After years of volatility and uncertainty, markets appear to be entering a phase where dependable cash flows, income, and predictability are increasingly valued as assets in their own right. These companies are historically cheap, increasingly scarce, and, in our view, ripe for meaningful relative revaluation.

Win Big or Win Often: Which Matters More?

January 28, 2026
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.

Defending the Future

January 27, 2026
The defense sector is undergoing a structural realignment, catalyzed by geopolitical volatility, technological disruption, and shifting transatlantic security dynamics.

Insurance Investing: 2026’s Big Questions

January 20, 2026
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.
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