What could the election change for stocks, bonds and AI? See what Voya IM investment teams are watching now.

Long-term returns are the product of a disciplined investment process: acquiring quality assets at attractive prices, supporting value creation, converting gains into realized proceeds, and reinvesting that capital across a diversified portfolio. Understanding how a private equity secondaries fund moves through that cycle can provide insight into its approach to seeking consistent long-term results.

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

Pomona Investment Fund will repurchase 5% of its outstanding shares under its September 30 quarterly repurchase offer.

Market declines can be unsettling, but not every uncomfortable moment calls for action.

Institutional-grade private equity secondaries are now within reach of individual investors. Hear from Ian Scott of Pomona Capital on the potential benefits, including diversification, resilience, and easier portfolio integration.

As the market broadens beyond the AI trade, shifting Fed signals and lofty earnings expectations demand more active judgment.

Private credit redemption pressure and default upticks are not likely to affect well-diversified secondary private equity portfolios.

Private equity (PE) buyout valuations have moved to unusually low levels relative to public equities.

The first phase of the AI trade rewarded broad calls: “Buy power!” “Sell software!” The next phase will require much more discrimination across business models, capital structures, and industries.