Insights

In an uneven macro environment, we emphasize balance in our multi-asset portfolios, favoring U.S. large cap equities and high-quality fixed income.

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.

​​The​ SECURE 2.0 Act of 2022 includes nearly 100 provisions related to retirement plans and IRAs that expand participant coverage.

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.

​​​U.S. corporate earnings are positive, but rich valuations and optimism about rate cuts could limit upside potential for U.S. equities this year.​​ 

Despite economic uncertainty and rising defaults, we believe leveraged credit in the U.S. continues to offer attractive return potential.

Recent liquidity events related to portfolio companies in which PIF invests through its private equity holdings.

Compared to their larger peers, small caps are at discounts not seen since the dotcom bubble, creating compelling opportunities in high-quality growth businesses.

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.

While ChatGPT captured the public’s imagination, the staid manufacturing sector was already putting AI to work – potentially reaping more benefits than any other sector, according to McKinsey. Find out how tapping AI is a natural step in the evolution of industrial automation.