Small cap stocks may be on the brink of an upward trend, bolstered by four key factors that have historically driven strong returns in this asset class.
With the increasing prevalence of unions, proactive analysis of labor cost trends can help identify potential risks and opportunities for generating alpha.
Despite limited M&A and IPO activity, the diversification profile of a secondaries-focused strategy may boost distributions and liquidity compared to primaries.
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.
Voya’s experts take a deep dive into the emergence of liquefied natural gas as a globally traded commodity, and the ascension of the U.S. as an LNG superpower.
Compared to their larger peers, small caps are at discounts not seen since the dotcom bubble, creating compelling opportunities in high-quality growth businesses.
Next year’s alts themes are pension funds’ move into private credit, the IRA-driven appeal of renewables infrastructure debt, and big opportunities in mortgage derivatives.