Insights | Voya Investment Management

Insights

Fixed Income Perspectives

Rate Cuts Delayed, but Not Derailed

While the Fed wants to cut rates, an uneven decline in inflation delays action—but remember the trend matters more than the “when.”

April 23, 2024

Investment Insights

Mind the (Asset-Liability) Gap… Building Flexible Multi-Sector Portfolios

April 23, 2024

Investment Insights

Excess capital yield: A better framework for value investing

April 18, 2024

Featured Webinar

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

Library

Batter Up! Should Bond Managers Swing for the Fences?

October 18, 2023

Bond investing isn’t baseball—a swing and miss can lose money. It’s the difference between consistently good, not occasionally great, performance.

Investment Implications of the Israel–Hamas War

October 17, 2023

The horrific violence that has erupted between Israel and Hamas is likely to reverberate across the Middle East and the world for years to come.

The Road Not Taken by Insurance Investors

October 13, 2023

Where Frost took the road less traveled, we insurance PMs can take two (or more!) roads at once as we forge a path that delivers on our investment objectives.

Three Reasons to De-Risk Now That Your Plan Is Waaayyy Better Funded

October 12, 2023

Although most pension plans are now over 100% funded, many still carry elevated allocations to equities. De-risking isn't just beneficial, it’s mission critical

Cybersecurity Is a Growing Focus for the SEC and military

October 10, 2023

Read “Cybersecurity Is a Growing Focus for the SEC and Military” to learn about new fronts in the battle against cybercrime—and how AI could play a role.

DC Plan Participants Are Not Feeling as Prepared for Retirement as Plan Sponsors (and Advisors) Think

October 9, 2023

American workers are suffering from a decline in confidence that they will be sufficiently prepared for retirement — and they’re looking to their employers for help.

Sustainable Income for the Retirement Voyage

September 28, 2023

A new income strategy from Voya Investment Management gives employers a tool to help plan participants meet their retirement spending needs and reduce their chances of running out of money.

Q&A: Liquidity in Commercial Mortgage Loans

September 28, 2023

Commercial mortgage loans (CMLs) have a track record of strong, differentiated returns that have made them an effective way to diversify institutional fixed income portfolios. Given the historical frictions in CML transactions, many investors assume the asset class is illiquid. However, technologies and platforms to connect buyers and sellers have improved significantly since the 2008 financial crisis. The resulting liquidity has made it easier for institutional investors to access CMLs in a broader range of investment vehicles, including pooled accounts such as collective investment trusts.

Short-Duration High Income Bonds as a Defensive Building Block

September 22, 2023

Portfolio manager Jim Dudnick discusses how, where and when to consider short-duration high yield bonds.

Private Credit Insights: Every Problem Is an Opportunity in Disguise

September 19, 2023

Bank lending and deal flow on the decline, economic stress on the rise. It’s a surprisingly good time for private credit.

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