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US small cap growth: A big opportunity for long-term investors

October 14, 2022

With inflation running at a 40-year high and the Fed taking aggressive measures, is now the time to allocate to US small cap stocks? Despite their generally lower margins, US small caps have three critical things on their side right now.

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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.

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