Insights by Tag | Voya Investment Management

Large Cap Value

The AI Arms Race: How Capex May Signal a Value Rotation

December 22, 2025

Billions of dollars are pouring into artificial intelligence as companies jockey for dominance. It’s hard not to see shades of the late 1990s internet bubble in today’s AI frenzy. But while history may not repeat, it offers valuable lessons for possible risks and opportunities.

AI Agents and the New Frontier of Cybersecurity

November 6, 2025

As AI-powered cyber threats grow smarter and faster, new defensive AI capabilities are stepping up, turning the battle for digital security into a race of autonomous minds.

Excess Capital Yield: A Better Framework for Value Investing

May 9, 2025

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.

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