Investment Insights

Read “Cybersecurity Is a Growing Focus for the SEC and Military” to learn about new fronts in the battle against cybercrime—and how AI could play a role.

A new income strategy from Voya Investment Management gives employers a tool to help plan participants meet their retirement spending needs and reduce their chances of running out of money.

Commercial mortgage loans (CMLs) have a track record of strong, differentiated returns that have made them an effective way to diversify institutional fixed income portfolios. Given the historical frictions in CML transactions, many investors assume the asset class is illiquid. However, technologies and platforms to connect buyers and sellers have improved significantly since the 2008 financial crisis. The resulting liquidity has made it easier for institutional investors to access CMLs in a broader range of investment vehicles, including pooled accounts such as collective investment trusts.

Portfolio manager Jim Dudnick discusses how, where and when to consider short-duration high yield bonds.

Bank lending and deal flow on the decline, economic stress on the rise. It’s a surprisingly good time for private credit.

Is now the time to reduce the cash allocation in your portfolio? History shows that the best entry points for bonds are often before the Fed starts cutting rates.

We retrace boom-and-bust periods and chronicle improvements in the credit quality of North American energy companies following the pandemic.

Reproduced with permission from AllianzGI Two-Minute Tech

The Voya Machine Intelligence Opportunistic U.S. Equity Strategy outperformed the S&P 500 by 9.4% annually (8.6% net).

Interest-only securities offer attractive, high-single-digit unlevered yields to the market’s base-case prepayment expectation and stand to benefit from significant spread tightening as demand for the asset class increases amid limited supply.