Lending to real estate investment trusts and similar vehicles allows credit portfolios to achieve diversified commercial real estate exposure at an attractive premium to public debt, and with significant structural risk mitigation.
AI-related debt is now over 15% of the U.S. investment grade bond universe and responsible for multiple $10+ billion private placements, and that’s not even taking into account associated sectors. Here’s where we see potential— and pitfalls—for fixed income portfolios.
AI-related debt is now over 15% of the U.S. investment grade bond universe and responsible for multiple $10+ billion private placements, and that’s not even taking into account associated sectors such as power generation. Here’s where we see potential—and pitfalls—for insurance allocations.
Structured lending to funds can provide similar returns at potentially lower risk than investing as an LP, with limited J-curve effect—and a range of duration, rate profile, collateral, and risk options to suit most investor needs.
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.
The software sector is high yield private credit’s largest borrower by debt outstanding. As some software companies grapple with the specter of AI-driven obsolescence and slowing growth, it’s worth taking a closer look at your direct lending investments.
Data center spending has become such a force that it’s no longer simply a tech story—it’s headline news. But how protected are investors from dotcom-style setbacks?
In late 2025, Voya hosted its annual gathering of insurance company investors to discuss the big issues in insurance investing today. Here’s what was top of mind among your peers.
Despite recent bankruptcy headlines causing jitters in private credit markets, most corporate balance sheets remain healthy. But we need to talk about some of this messy lending.
The once-sleepy power generation sector is back in the spotlight thanks to the U.S. tech boom. Here’s what investors need to know.