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.

Just like we thought investors were too optimistic to start the year, we feel the outlook for monetary policy is too pessimistic now.

Highlights from the week of May 10 – May 16, 2024.

Our investment professionals weigh in on the impact of delayed rate cuts on portfolios and investor behavior.

In the current macroeconomic environment, we prioritize balance in our portfolios, favoring U.S. large cap equities and high-quality fixed income.

Spanning a history of 50+ years, the journey of Voya’s equity platform mirrors the broader evolution of markets.

Strong performance plus new capital has meant a buoyant market. There’s further to go.

Our panel of property pros and macro mavens discuss who’s hurting, who’s investing, and where to put money to work now.

Improving participant outcomes means going beyond the retirement plan.

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