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Insights

Structure

Inflation finally moves lower. Will it last?

November 16, 2022

Look under the hood of sizzling headline inflation, and you’ll see it starting to cool.

City Street with American Flags

As elections dust settles, markets shift attention back to inflation and the Fed

November 9, 2022

The repercussions of US midterm elections will be felt over the coming months and years, not days. The key is how the results are transmitted to the economy, chiefly through monetary and fiscal policy.  

City Buildings at Dusk

The economy has been resilient, but financial assets remain vulnerable

October 28, 2022

With many aspects of the US economy in decent shape, we believe spread widening in a recession is likely to be limited. Still, investors no longer need to overreach on risk.

Voya Views: How are E, S and G evolving?

August 24, 2022

Listen in as Jim Dorment (head of value and portfolio manager) and Laura Kane (head of ESG research) gather to peel back the layers on key topics facing ESG investors today.

How are E, S and G evolving? takes a look at critical changes in how investors assess each component of environment, social and governance factors. It’s not enough to focus (rightly) on the low-carbon transition—there are issues of labor disruptions caused by the transition to consider as well.  

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Lightening the Sails and Monitoring the Storm

July 26, 2022

Risks are rising: the Fed must thread a narrowing needle-eye to stop inflation without causing a recession. We’ve lightened equity positioning and reduced risk within fixed income segments of portfolios.

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Finding Value in (Big) Data

July 22, 2022

Big data is fueling, informing and empowering businesses globally. As growth-oriented investors, we see opportunities in best-in-class companies that are creating the technologies driving big data services.

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