Investment Insights | Voya Investment Management

Investment Insights

Fixed Income Perspectives

Rate Cuts Delayed, but Not Derailed

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

April 23, 2024

Investment Insights

Mind the (Asset-Liability) Gap… Building Flexible Multi-Sector Portfolios

April 23, 2024

Investment Insights

Excess capital yield: A better framework for value investing

April 18, 2024

Featured Webinar

Insurance Themes

April 25, 2024, 4:00 - 5:00PM ET

| 60 minutes

Jeffrey Hobbs, CFA

Head of Insurance Portfolio Management

The sharp sell-off in interest rates has created attractive investment opportunities for insurance investors, but liquidity strains across the industry have constrained investment flows. With public spread premia at tight levels, accessing private market credit can drive attractive incremental investment returns.

Join Voya IM’s Head of Insurance Portfolio Management, Jeff Hobbs, as he breaks down the key themes in the insurance market and shares why Voya believes a flexible approach to portfolio construction has met enterprise liquidity needs, while growing earnings, managing income volatility, and controlling risk.

Add Event to Outlook

Jeffrey Hobbs, CFA

Head of Insurance Portfolio Management

Library

Modeling Securitized Credit

March 14, 2024

Optimize securitized credit allocations with Voya’s intuitive modeling framework, overcoming the industry’s lack of a standardized dataset.

Plugging Portfolios into the Future of Energy

March 8, 2024

Infrastructure project financing represents a compelling way for investors to access the significant growth potential of the global energy transition.

Small but Mighty

March 7, 2024

The remarkable growth of the Mag 7 stocks has captured the market’s attention, but investors may be overlooking the highest-growth companies.

Is the Resurgence of Union Power Priced In?

February 29, 2024

With the increasing prevalence of unions, proactive analysis of labor cost trends can help identify potential risks and opportunities for generating alpha.

Construction Lending: Time to Dig In

February 26, 2024

A lack of bank liquidity in construction lending is driving yields up while keeping loan to cost low.

How Private Equity Secondaries Squeeze Water from a Stone

February 23, 2024

Despite limited M&A and IPO activity, the diversification profile of a secondaries-focused strategy may boost distributions and liquidity compared to primaries.

Lessons from the Frontier of AI-Driven Investing

February 5, 2024

While many managers are just beginning to explore an AI-powered future, Voya Machine Intelligence (VMI) has been at the forefront of this revolution for more than a decade. Here are key principles we’ve learned from applying machine learning to fundamental investing.

Voya Private Credit: Energy & Infrastructure Quarterly, Winter 2024

January 31, 2024

Voya’s experts take a deep dive into the emergence of liquefied natural gas as a globally traded commodity, and the ascension of the U.S. as an LNG superpower.

LDI Annual Review: 2023

January 16, 2024

A third consecutive year of improved funded status for U.S. pension plans, IBM re-opens its DB plan, and the importance of diversifying and de-risking.

How AI Is Powering a New Era of Industrial Automation

January 10, 2024

While ChatGPT captured the public’s imagination, the staid manufacturing sector was already putting AI to work – potentially reaping more benefits than any other sector, according to McKinsey. Find out how tapping AI is a natural step in the evolution of industrial automation.

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