Equity | Voya Investment Management


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Cyclicals ripe for a rally amid record bearishness

October 5, 2022

We are cautiously optimistic about cyclical stocks. Their historically low relative value and deeply negative overall investor sentiment could be a recipe for a strong relief rally.

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Excess Capital Yield: A Better Framework for Value Investing

September 12, 2022

Voya’s large cap value team believes that excess capital yield (ECY) provides a holistic view of the amount of capital a company has available to create value.


Finding Value in (Big) Data

July 22, 2022

Big data is fueling, informing and empowering businesses globally.

Voya Views: Growth vs. Value

March 18, 2022

Our experts, William Theriault, CFA, Senior Client Portfolio Manager, Equity, and James Dorment, CFA, Head of Large Cap Fundamental Research, discuss the growth/value cycle.

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The rise of the machines: ESG investing is next on machine learning’s path

November 9, 2021

The breadth and depth of Environmental, Social, and Governance data that investors currently have at their disposal is “a good problem to have”, as it highlights the normative sea-change over the past decade towards a now crucial commitment that companies must make to ESG transparency. Machine learning can help in discerning – and when necessary, creating - signal from noise.

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