Investment Insights

Short-Duration High Income Bonds as a Defensive Building Block: Portfolio Manager Jim Dudnick discusses where and when to consider short-duration high yield.

Highlights from the week of  May 3 – May 9, 2024

To identify potential deals, we leverage our GP relationships to gain insight into high-quality assets with favorable competitive dynamics.

Spanning a history of 50+ years, the journey of Voya’s equity platform mirrors the broader evolution of markets.

Mutual funds and SMAs are both effective for diversified portfolios, but this guide outlines the key distinctions that set them apart.

Recent liquidity events related to portfolio companies in which PIF invests through its private equity holdings.

Securitized credit isn’t complicated. It’s an investment involving predictable consumer behaviors that have fueled economic growth for generations.

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

After a decade of lagging growth stocks, value investing is seeing a resurgence. But as traditional value metrics used for a century have struggled to remain relevant, we recognize that successful value investors must evolve with the changing market environment. It’s time to reassess how to take advantage of this opportunity through a new lens.

Cash has a place in portfolios, but bonds are a better choice for locking in yields, boosting return potential and providing diversification benefits.