Small cap growth’s big valuation discount to large cap growth started shrinking after the July 11 CPI print. Are you ready for a potential rotation?

The wealth effect will continue to support consumer spending, even as slowing wage gains and high prices weigh on low-income consumers.

Lower-than-expected inflation numbers drove a rotation from large growth toward small value stocks and a sharp drop in short duration bond yields.

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

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

The average middle market fund has less than 26% of its loans in high-collateral deals. Here’s what to do about it.

While many managers are just beginning to explore an AI-powered future, Voya Machine Intelligence (VMI) has been at the forefront of this revolution for more than a decade. Here are key principles we’ve learned from applying machine learning to fundamental investing.

Combining middle market loans with strategically sourced deals in private placement and project finance markets allows for a more diversified portfolio that has the potential to deliver returns that have been less correlated to economic cycles.

Bank lending and deal flow on the decline, economic stress on the rise. It’s a surprisingly good time for private credit.