Ed Levin, Managing Director, Co-Head of Direct Infrastructure, recently sat down with Stewart Foley on the InsuranceAUM podcast to discuss the growth in the renewable energy sector, the evolution and future of renewable energy projects and financing, the impact of political changes, and the effect of the Inflation Reduction Act (IRA) on the renewable energy sector.

Amid the barrage of headlines, it’s tempting to react to every juke the market throws at you. Where should you focus instead? Start with these three trends.

This year is not shaping up to be the low-rate lifeboat property investors hoped for. That presents multiple opportunities for lenders.

While high starting yields should provide a buffer against potential volatility, credit selection will be critical as dispersion within and across sectors increases.

Inflation is cooling, the economy is resilient and starting yields offer a cushion against further rate volatility—there’s a lot to like about fixed income in 2025.

America’s economy is riding high into the new year, lifting investor expectations skyward. Our panel discusses what could propel (or derail) markets in 2025.

As investors prepare for the effects of higher-for-longer rates and a new administration in 2025, we offer five themes we think will drive fixed income markets in the first half of the year.

What Voya’s portfolio managers predict for 2025 in the alts market.

Watch Jeff Hobbs, Voya IM’s Head of Insurance Portfolio Management, as he highlights these changes and explores their implications for insurance portfolios. 

Strong economic growth coupled with inflation risks from potential policy shifts have paved the way for a prolonged period of higher interest rates. That could be a good thing for fixed income investors.