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.
A sector deep dive on the recent history of upstream energy, and an overview of its drivers and current investment grade private debt financing landscape.
In September, Voya IM hosted its exclusive annual gathering of 20+ corporate pension sponsors (with a combined AUM of over $1 trillion) and consultants to discuss shifting allocations and attitudes towards private fixed income. Here’s what they’re saying.
In the increasingly competitive and complex landscape for private credit allocations, private credit secondary strategies allow investors to achieve exposure to a diversified portfolio of high-quality deals via a single investment with the added benefit of potentially higher returns.
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.