Insights | Voya Investment Management

Article: The AI Story’s Easy Phase is Over

CIO Roundtable

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 str

April 10, 2026

Article: 3 in 3: Will Maine Give Data Centers the Cold Shoulder?

Library

Stability Scarcity: Why Markets Are Paying More for Predictable Cash Flows

March 23, 2026

After years of volatility, markets are increasingly rewarding dependable cash flows; these assets appear poised for meaningful relative revaluation.

Shockwaves (But Not Much Else) Through the Strait of Hormuz

March 19, 2026

As the war in Iran continues to escalate, the effective closure of the Strait of Hormuz has sent shockwaves through global markets.

The war in Iran and its broader impacts remained the story this week

March 16, 2026

Yields rose while stocks fell as the markets focused on the price of oil and private credit woes.

Steph Curry and Value Investing: Embracing a Modern Approach

March 12, 2026

Investment management, like the NBA, has evolved. Investors now embrace new strategies for better results, just as basketball shifted towards analytics.

Pomona Investment Fund: Monthly Liquidity Highlights

March 11, 2026

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

How Private Equity Secondaries Squeeze Water from a Stone

March 10, 2026

Whether M&A or IPO activity is slowing or thriving, a strategy focused on secondary private equity may provide more stable cash flows.

The Retirement Readiness Gender Gap: Hiding in Plain Sight?

March 10, 2026

Strong plan metrics don’t always reflect how participants feel. Research shows confidence gaps that can remain hidden in plain sight.

Iran-Driven Considerations for Fixed Income Markets

March 6, 2026

Geopolitical tensions are rising as markets expected disinflation and easing. Fixed income investors watch energy, inflation expectations, and risk pricing.

Reimagining the 60/40 Portfolio with Private Equity Secondaries

March 5, 2026

Secondary private equity can potentially enhance the return and risk profile of a traditional 60/40 portfolio.

CIO Insights: Iran’s Market Impact

March 2, 2026

As markets react to this weekend's escalation in the Middle East, our CIO Eric Stein offers a grounded perspective on what's driving the volatility.

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