Plan Today, Thrive Tomorrow: Designing 529 College Savings Plans August 30, 2024 Voya’s 529 plans provide tax advantages, diverse investment options and adaptive strategies to help families prepare for education expenses.
Leveraged Credit Update: The Beat Goes On August 27, 2024 High yield bonds and loans both offer attractive opportunities for credit pickers given high income, supportive fundamentals and strong investor appetite.
Getting Out of the Cash Comfort Zone with Unconstrained Fixed Income August 23, 2024 With cash yields likely heading lower, it could be time to consider shifting to a flexible, broadly diversified fixed income strategy.
Evaluating Target Date Funds: A Good Offense is the Best Defense August 9, 2024 To evaluate is human; to document the process, divine.
LDI Quarterly Update: 2Q24 July 15, 2024 With many corporate pension plans now overfunded, sponsors are exploring ways to monetize those excess assets.
Private Credit Insights 2Q24: The Power Issue June 26, 2024 AI’s data boom means sunny days for energy transition investors.
Mortgage Derivatives: 2Q24 Market Update May 1, 2024 Strong performance plus new capital has meant a buoyant market. There’s further to go.
Mind the (Asset-Liability) Gap… Building Flexible Multi-Sector Portfolios April 23, 2024 An active core fixed income model can help insurers manage changing business conditions when unexpected macro volatility hits.
Enhanced Middle Market Credit: Investment Case Studies April 16, 2024 Diversification, downside mitigation, and deal flow are EMMC’s advantages. Here are examples of those deals.
Private Credit Insights 1Q24: The Collateral Crunch (and How to Avoid It) March 25, 2024 The average middle market fund has less than 26% of its loans in high-collateral deals. Here’s what to do about it.