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Insights

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Demystifying Securitized Credit: Live, Do, Buy

June 24, 2022

Securitized credit isn’t complicated. It’s an investment involving predictable consumer behaviors that have fueled economic growth for generations.

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Silver Linings Playbook: Opportunities after Bond Market Rout

June 22, 2022

Now that yields have reset higher, bonds are positioned to protect portfolios while delivering higher income.

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Revisiting the Case for Senior Loans Amid Market Turmoil

June 16, 2022

Floating-rate income and the secured nature of senior loans may provide a valuable defense against both rising rates and higher default risk for investors able to stomach short-term volatility.

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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ESG and Securitization: Mind the Gap

March 22, 2022

In the drive for ESG investing, a gap has arisen between corporate bond and securitization markets. We see this as an opportunity to blaze new trails and influence better outcomes for investors, the environment and society.

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Voya Views: Growth vs. Value

March 18, 2022

Our experts, William Theriault, CFA, Senior Client Portfolio Manager, Equity, and James Dorment, CFA, Head of Large Cap Fundamental Research, discuss the growth/value cycle.

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Financial conditions poised to tighten around markets

March 10, 2022

Should the Russia-Ukraine conflict persist, it would lead to further tightening of financial conditions but is unlikely to deter the Federal Reserve from a 25 basis point interest rate hike in March. Tighter conditions will slow economic growth at the margins and constrain financial markets over the short term, but not over the longer term.

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