After years of volatility and uncertainty, markets appear to be entering a phase where dependable cash flows, income, and predictability are increasingly valued as assets i
Most portfolios are more U.S.-heavy than investors realize. International small cap is one of the most overlooked gaps—and conditions for closing it are improving.
As Voya Investment Management continues to build momentum, we remain grounded in a simple principle: keep clients at the center of every decision— how we invest, how we build solutions, and how we measure success.
As AI shakes up tech business models. Voya’s equity PMs break down what’s real, what’s overblown, and where disruption is creating new investment opportunities.
In more concentrated markets, portfolios are often shaped more by benchmarks than by conviction—requiring a more deliberate, analytics-driven approach to managing risk.
After years of volatility and uncertainty, markets appear to be entering a phase where dependable cash flows, income, and predictability are increasingly valued as assets in their own right. These companies are historically cheap, increasingly scarce, and, in our view, ripe for meaningful relative revaluation.
Investment management, like the NBA, has evolved. Investors now embrace new strategies for better results, just as basketball shifted towards analytics.
Screening for high levels of excess capital is a good starting point for finding winners—but persistent stock picking comes from fundamental analysis to identify companies that best use their dry powder.