Investment Insights | Voya Investment Management
Article: Private Credit Insights: Juvenile Delinquency
Investment Insights

Despite recent bankruptcy headlines causing jitters in private credit markets, most corporate balance sheets remain healthy.

December 17, 2025

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CIO Roundtable: The Big Questions for 2026

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|   60 minutes

Eric Stein

Chief Investment Officer

Jeffrey Hobbs

Chief Investment Officer, Fixed Income

Barbara Reinhard

CIO, Multi-Asset Strategies and Solutions

Chief Investment Officer, Equities

As 2026 approaches, debate over Fed leadership, labor weakness, and the AI capex wave are heating up.

Hear directly from Voya IM's investment leaders navigating these risks in real time. Join Chief Investment Officer Eric Stein on January 8, 2026, for an unscripted discussion with experts across our fixed income, equities, and multi-asset strategies.

On the agenda:

- The Fed's new leadership: What the transition means for policy and markets
- Labor market signals: Separating real concerns from headline noise
- Credit convergence: Interplay between public and private debt
- AI's evolution: Where will the capex cycle go from here?

Walk away with insights that are grounded in how our teams are positioning portfolios today—and perspectives you can bring into your own decision-making and stakeholder discussions.

Eric Stein

Chief Investment Officer

Jeffrey Hobbs

Chief Investment Officer, Fixed Income

Barbara Reinhard

CIO, Multi-Asset Strategies and Solutions

Chief Investment Officer, Equities

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Private Credit Insights: Play Ball!

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Sports teams’ capital needs are often best served by asset-based finance, such as media rights and infrastructure transactions, rather than corporate debt. We look at some case studies in sports lending and, more broadly, how to think about ABF allocations in portfolios.

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With the first quarter marked by volatility and funded status at risk, it may be time for defensive positioning.

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Renewable Energy Infrastructure Debt: Q&A

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Voya’s co-head of direct infrastructure lending recently spoke to Insurance AUM about the state of renewable generation in 2025. Here are the highlights.

Modeling Securitized Credit

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