M&A was already rebounding and could accelerate more, thanks to Trump’s focus on deregulation. Tech, investment banks and small caps may be beneficiaries.
The incoming administration will have an impact on every industry within investment grade credit, and each will face its own challenges and opportunities.
The yield curve flipped in anticipation of rate cuts, but that doesn’t mean a recession is imminent. To the contrary, we’re excited about opportunities tied to higher-income consumers and consumer staples, among others.
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.
Combining middle market loans with strategically sourced deals in private placement and project finance markets allows for a more diversified portfolio that has the potential to deliver returns that have been less correlated to economic cycles.