Investment Insights

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.

High rates make it a dreadful time to buy a home, but an excellent time to buy interest-only and inverse interest-only securities.

Buying assets at a discount is one of the key benefits of investing in secondary private equity funds. But is it the most significant driver of long-term returns?

Read “How Digital Twins Are Reshaping Industries” to learn how companies are optimizing their virtual replicas with advancements in AI and data science.

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

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.

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

Is now the time to reduce the cash allocation in your portfolio? History shows that the best entry points for bonds are often before the Fed starts cutting rates.

Reproduced with permission from AllianzGI Two-Minute Tech

The Voya Machine Intelligence Opportunistic U.S. Equity Strategy outperformed the S&P 500 by 9.4% annually (8.6% net).