Insights | Voya Investment Management

Investment Insights

Win Big or Win Often: Which Matters More?

Screening for high levels of excess capital is a good starting point for finding winners—but persistent stock picking comes from fundamental analysis to identify companies

January 28, 2026

Education

Structural Advantages of Active Management in Core Fixed Income Strategies

January 26, 2026

Investment Insights

3 Risks, 3 Opportunities in Fixed Income for 2026

January 20, 2026

Featured Webinar

Quarterly Fixed Income Perspectives: Navigating Public and Private Fixed Income 1H 2026

On-demand

| 60 minutes

Jeffrey Hobbs, CFA

Chief Investment Officer, Fixed Income

Hans Sapra

Co-Head of Client Portfolio Management, Fixed Income

Watch webinar replay as we explore critical opportunities and risks across public fixed income and private credit markets in the first half of 2026. Jeff Hobbs will provide actionable insights for navigating elevated volatility while capitalizing on compelling investment opportunities.

Key Topics:

Macro themes driving public fixed income markets
Manager vetting criteria for private credit investments
Risk mitigation strategies across credit markets
Portfolio positioning for 2026's opportunities

Watch Replay

Jeffrey Hobbs, CFA

Chief Investment Officer, Fixed Income

Hans Sapra

Co-Head of Client Portfolio Management, Fixed Income

Library

Securitized Credit Outlook 2H25: Keep Calm and Carry On

August 15, 2025

Securitized markets still offer attractive relative value. Here’s where to find it.

Reimagining the 60/40 Portfolio with Private Equity Secondaries

August 12, 2025

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

Power Surge: How America’s Race for Superintelligence Is Driving New Energy Infrastructure Opportunities

August 11, 2025

Winning the AI race may hinge less on algorithms and more on powering data centers, which are projected to double their electricity consumption in the next decade. The grid is nowhere near ready. Here’s what it means for equity investors.

PE Secondaries: Deal Shortage? Not Here

August 5, 2025

An environment of few IPOs and low M&A activity can create a buyer’s paradise for secondary market funds.

Zig When Others Zag: Thoughts on Value Investing

July 31, 2025

Assessing stocks through the lens of excess capital formation can help investors avoid value traps and identify high-quality stocks.

Bitcoin and Cryptocurrencies: The Future of Finance

July 29, 2025

Bitcoin’s evolution is driving innovation, portfolio diversification, and the rise of a powerful ecosystem of companies powering the digital economy.

Achieving Balance: Benefits of the Blend in Target Date Funds

July 28, 2025

By combining active and passive underlying investments, blended target date funds may enhance potential returns and diversification over passive-only alternatives while keeping overall portfolio expenses low.

A Value Investor and a Growth Investor Walk into a Tech Company…

July 23, 2025

When a familiar growth metric for tech companies called the “Rule of 40” meets our enhanced value framework, the result sets a new bar...

U.S. Investment Grade Bonds: Steady Amid Trade Turbulence

July 22, 2025

As uncertainty around U.S. trade policy continues to shape the landscape for risk assets, a complex picture emerges for investment grade credit in 2025—but what does the future hold?

20 Years of Voya Target Date Funds: A Pioneer in Retirement Investing

July 17, 2025

Voya launched one of the first target date funds to prepare individuals for retirement. On its 20-year anniversary, we reflect on the journey and look ahead.