Insights

Macro sensitivities and sector biases of traditional value metrics may affect how well they work in different market and economic environments. We take a broad approach, combining fundamental analysis with macro awareness to deliver more consistent through-the-cycle results.

After a decade of lagging growth stocks, value investing is seeing a resurgence. But as traditional value metrics used for 100 years have struggled to remain relevant, we recognize that successful value investors must evolve with the changing market environment. It’s time to reassess how to take advantage of this opportunity through a new lens. Introducing excess capital yield (ECY).

Plan sponsors often find the target date fund (TDF) selection process understandably daunting. Evaluating TDFs is a multi-faceted process that requires a deep dive into the four components of TDF design — glide path design, asset allocation, selecting underlying managers, and portfolio construction.

GNMAs can be a compelling way to defend against unexpected market shocks, offering a risk profile similar to Treasuries but with higher yields.

It is critical for plan fiduciaries to understand the differences in target date design in order to select the fund that best matches the needs and characteristics of their plan and its participants.

The Voya Machine Intelligence team aims to take emotion out of the investment process to deliver alpha that is uncorrelated to more traditional equity strategies.

With the rise in fixed income yields, high-quality markets such as U.S. IG corporate bonds may offer attractive income along with potential diversification benefits from low correlations to other risk assets and enhanced downside protection.

Experienced active managers can capitalize on opportunities that fall outside their benchmarks and can manage unwanted concentrations. This has historically resulted in relatively high success rates in generating alpha.

We believe the risk of a technical default remains extremely low, but the consequences would be swift and painful, likely compelling elected officials to find common ground for a resolution.

Private equity has traditionally been dominated by large institutions, but is gaining ground in individual investor portfolios