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Investment Insights

Excess capital yield: A better framework for value investing

After a decade of lagging growth stocks, value investing is seeing a resurgence.

April 18, 2024

Investment Insights

Are Women the Key to a Stronger Economy and Lower Inflation?

March 19, 2024

Investment Insights

Insurance Themes

April 25, 2024, 4:00 - 5:00PM ET

| 60 minutes

Jeffrey Hobbs, CFA

Head of Insurance Portfolio Management

The sharp sell-off in interest rates has created attractive investment opportunities for insurance investors, but liquidity strains across the industry have constrained investment flows. With public spread premia at tight levels, accessing private market credit can drive attractive incremental investment returns.

Join Voya IM’s Head of Insurance Portfolio Management, Jeff Hobbs, as he breaks down the key themes in the insurance market and shares why Voya believes a flexible approach to portfolio construction has met enterprise liquidity needs, while growing earnings, managing income volatility, and controlling risk.

Add Event to Outlook

Jeffrey Hobbs, CFA

Head of Insurance Portfolio Management

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Excess capital yield: A better framework for value investing

April 18, 2024

After a decade of lagging growth stocks, value investing is seeing a resurgence. But as traditional value metrics used for a century have struggled to remain relevant, we recognize that successful value investors must evolve with the changing market environment. It’s time to reassess how to take advantage of this opportunity through a new lens.

Steph Curry and Value Investing: Embracing a Modern Approach

March 22, 2024

Investment management, like the NBA, has evolved. Investors now embrace new strategies for better results, just as basketball shifted towards analytics.

Are Women the Key to a Stronger Economy and Lower Inflation?

March 19, 2024

Harnessing the full potential of working women could drive faster GDP growth, alleviate wage pressures and address the labor supply challenge as the U.S. ages.

Small but Mighty

March 7, 2024

The remarkable growth of the Mag 7 stocks has captured the market’s attention, but investors may be overlooking the highest-growth companies.

Is the Resurgence of Union Power Priced In?

February 29, 2024

With the increasing prevalence of unions, proactive analysis of labor cost trends can help identify potential risks and opportunities for generating alpha.

Regional Banks' Commercial Real Estate Stress Won't Spark SVB 2.0

February 15, 2024

NYCB downgrade isn’t rattling other financials or credit markets, and showcases the opportunity in private lenders.

Will Dividend Stocks Rise to the Top in a Lower Rate Regime?

February 14, 2024

Lower interest rates could boost dividend-paying stocks, potentially providing up to 2000 basis points of upside.

Lessons from the Frontier of AI-Driven Investing

February 5, 2024

While many managers are just beginning to explore an AI-powered future, Voya Machine Intelligence (VMI) has been at the forefront of this revolution for more than a decade. Here are key principles we’ve learned from applying machine learning to fundamental investing.

How AI Is Powering a New Era of Industrial Automation

January 10, 2024

While ChatGPT captured the public’s imagination, the staid manufacturing sector was already putting AI to work – potentially reaping more benefits than any other sector, according to McKinsey. Find out how tapping AI is a natural step in the evolution of industrial automation.

The Fed’s Rate Race Has Squeezed Small Caps, but They’re Still in the Running

December 7, 2023

For small cap growth stocks, the last leg of the interest rate journey may be the hardest—but we still see room for optimism (and opportunity).

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