Thematic Research | Voya Investment Management

Thematic Research

Thematic Research

 

Our Approach to Thematic Research

Rapid technological advancement, shifting geopolitical and market dynamics, increasing global interconnectivity and shared natural resources are adding complexity to investment analysis. Our thematic research is designed to cut through the complexity—highlighting areas of growth and innovation, identifying emerging risks, and uncovering opportunities.

Framework

We aim to bring clarity to structural and economic trends and deliver forward-looking insights on topics shaping markets. Our approach combines:

  • Macroeconomic perspectives
  • Trend analysis
  • Sector dynamics
  • Sustainability considerations

We focus on themes with broad market relevance, informed by input from our investment teams across Voya IM’s platform. 

Our Insights

Article: From Oversight to Opportunity: Securitized Credit in a Shifting Policy Landscape
Investment Insights

The long-term effects of federal policies have important implications for the securitized investment landscape. One lens to evaluate these risks? ESG analysis.

December 15, 2025
Article: How America’s Race for Superintelligence Is Driving New Energy Infrastructure Opportunities
Power Surge

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.

August 11, 2025
Article: Equity Themes for 2H25: Policy and Innovation Drive Profit Potential
Market Outlook

After a volatile start to the year, we see opportunities as markets focus on President Trump’s deregulatory agenda, tech’s unrelenting rise, and Europe’s defense surge.

July 16, 2025

Our Team

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