Insights | Voya Investment Management

Insights

Sailboat on the sea

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.

Structure

Finding Value in (Big) Data

July 22, 2022

Big data is fueling, informing and empowering businesses globally.

Mountains in the distance

Six Investment Themes to Monitor in the Second Half of 2022

July 20, 2022

These are the six major themes influencing positioning across our fixed income portfolios for the second half of 2022.

Core Bond: No Time to Die

May 4, 2022

Following the bond market’s recent beating, term yields have already priced in aggressive Fed rate hikes, positioning core bonds to effectively diversify credit risk.

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Voya Views: De-risking: If not now, when?

April 28, 2022

Strong funded ratios and higher interest rates are prompting many corporate pension plan sponsors to shift assets to LDI strategies. Hear from our LDI experts, Oleg Gershkovich and Brett Cornwell, CFA, as they share their thoughts on why now is the right time to de-risk.

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Excess Capital Yield: A Better Framework for Value Investing

April 8, 2022

Voya’s large cap value team believes that excess capital yield (ECY) provides a holistic view of the amount of capital a company has available to create value. We apply our ECY framework to evaluate stocks from a relative value perspective and construct a diversified portfolio with a higher yield than the benchmark.

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