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CIO Roundtable: The Big Questions for 2026

Upcoming

|   60 minutes

Eric Stein

Eric Stein, CFA

Chief Investment Officer

Jeffrey Hobbs

Jeffrey Hobbs, CFA

Chief Investment Officer, Fixed Income

Barbara Reinhard

Barbara Reinhard, CFA

CIO, Multi-Asset Strategies and Solutions

James Lydotes, CFA

Chief Investment Officer, Equities

As 2026 approaches, debate over Fed leadership, labor weakness, and the AI capex wave are heating up.

Hear directly from Voya IM's investment leaders navigating these risks in real time. Join Chief Investment Officer Eric Stein on January 8, 2026, for an unscripted discussion with experts across our fixed income, equities, and multi-asset strategies.

On the agenda:

- The Fed's new leadership: What the transition means for policy and markets
- Labor market signals: Separating real concerns from headline noise
- Credit convergence: Interplay between public and private debt
- AI's evolution: Where will the capex cycle go from here?

Walk away with insights that are grounded in how our teams are positioning portfolios today—and perspectives you can bring into your own decision-making and stakeholder discussions.

Eric Stein

Eric Stein, CFA

Chief Investment Officer

Jeffrey Hobbs

Jeffrey Hobbs, CFA

Chief Investment Officer, Fixed Income

Barbara Reinhard

Barbara Reinhard, CFA

CIO, Multi-Asset Strategies and Solutions

James Lydotes, CFA

Chief Investment Officer, Equities

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Article Series

Value’s Turn Amid the AI Boom?

December 31, 2025
Artificial intelligence (AI) is driving a surge in infrastructure spending. Today’s hyperscalers are racing to build data centers and compute capacity, pushing capital expenditures (capex) sharply higher to unsustainable levels. While the market has rewarded these capex leaders, history suggests that as capital cycles mature and spending stabilizes, market leadership often shifts.

The Connection Between Oracle’s Credit Default Swaps and AI

December 18, 2025
Questions surrounding a potential AI bubble remain front and center as companies continue to commit unprecedented levels of capital expenditures. Oracle is a prime example. Its 5-year credit default swap (CDS) has risen roughly 310% since the end of June, pushing perceived credit risk to a 16-year high. Rising leverage has begun to pressure the company’s credit profile, increasing the risk of a downgrade into high-yield territory.

Stocks were mixed this week

December 15, 2025
Stock market results were mixed this week. The Federal Reserve cut interest rates but indicated a more conservative cutting path in 2026.

The Fed: A house divided?

December 10, 2025
As expected, the Fed cut rates by 25 bp in Wednesday’s meeting, the third rate cut this year. However, three officials dissented—two (Goolsbee, Schmid) disagreed with the cut, while one (Miran) wanted a 50 bp cut.
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