Investment Insights

The remarkable growth of the Mag 7 stocks has captured the market’s attention, but investors may be overlooking the highest-growth companies.

With the increasing prevalence of unions, proactive analysis of labor cost trends can help identify potential risks and opportunities for generating alpha.

Despite limited M&A and IPO activity, the diversification profile of a secondaries-focused strategy may boost distributions and liquidity compared to primaries.

While many managers are just beginning to explore an AI-powered future, Voya Machine Intelligence (VMI) has been at the forefront of this revolution for more than a decade. Here are key principles we’ve learned from applying machine learning to fundamental investing.

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

Compared to their larger peers, small caps are at discounts not seen since the dotcom bubble, creating compelling opportunities in high-quality growth businesses.

While ChatGPT captured the public’s imagination, the staid manufacturing sector was already putting AI to work – potentially reaping more benefits than any other sector, according to McKinsey. Find out how tapping AI is a natural step in the evolution of industrial automation.

Voya Investment Management’s CEO Matt Toms, CFA, explains why, standing on the precipice of 2024, too many market participants seem to be expecting economic “nirvana,” when all we really did was avoid economic disaster.

For small cap growth stocks, the last leg of the interest rate journey may be the hardest—but we still see room for optimism (and opportunity).

Next year’s alts themes are pension funds’ move into private credit, the IRA-driven appeal of renewables infrastructure debt, and big opportunities in mortgage derivatives.