Erin Orekhov, Head of Client Portfolio Management, and Eric Stein, Chief Investment Officer, discuss the nomination of Kevin Warsh as the next Fed Chair, exploring his potential impact on monetary policy, market reactions, and the challenges he may face in his new role. They delve into Warsh's background, his views on Fed independence, and the implications for interest rates and the economy.

Screening for high levels of excess capital is a good starting point for finding winners—but persistent stock picking comes from fundamental analysis to identify companies that best use their dry powder.

The defense sector is undergoing a structural realignment, catalyzed by geopolitical volatility, technological disruption, and shifting transatlantic security dynamics.

Highlights from the week of January 16 – January 22, 2026.

The historical underperformance of passive Agg-based bond funds isn’t a coincidence. The index’s very design puts investors at a disadvantage.

The U.S. economy is entering a rolling recovery, with housing and lower-income consumers emerging as the first sectors to benefit.

Voya’s Fixed Income CIO talks private and public fixed income trends for the year ahead—and what they mean for your portfolio.

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.

The past few years have been generous to corporate pension plans, but there are two imperatives as we move into 2026.

If 2025 was a year of disruption, the next looks more like a year of reckoning.