Fresh off Voya IM’s Real Estate Manager of the Year win at the 2024 Insurance Investor North America awards, Greg Michaud sat down with the magazine to discuss where he sees opportunities in the market. Here’s a recap.

The current backdrop offers opportunities from stable labor markets supporting strong real household income growth, but policy uncertainty could disrupt markets.

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.

Our long-term return expectations serve as key inputs into strategic asset allocation for multi-asset portfolios and provide context for shorter-term forecasting.

Strong performance plus new capital has meant a buoyant market. There’s further to go.

Funding ratios rose again in 2022, putting plan sponsors in another surprisingly strong position. But with critical decisions looming, de-risking and diversification are paramount.