• 26 Oct 2026

Weekly insights from Voya's Senior Loan fund manager and CIO.

By Voya IM In Fixed Income, Industry

• 26 Oct 2026

Markets may trade the midterms on headlines, but the opportunity lies beneath them: where policy shifts can change industry economics—and where political noise may push prices away from fundamentals.

By Voya IM In Macro

• 23 Oct 2026

Short duration high yield bonds showed their defensive value as Treasury yields surged in the third quarter. But the investment case isn’t reliant upon on where rates go next.

By Voya IM In Equities, Fixed Income

• 22 Oct 2026

Higher rates are testing the most rate-sensitive parts of the economy, but they are also restoring income and creating sharper distinctions between risks worth taking and risks best avoided.

By Voya IM In Fixed Income

• 21 Oct 2026

With funded status near 20-year highs, a new question arises: How should assets be invested once a plan has a meaningful surplus?

By Voya IM In Portfolio Construction, Industry

• 20 Oct 2026

Election noise can distort market signals. Jim Lydotes looks beyond the headlines at consumers, AI infrastructure, and defense demand.

By Voya IM In Macro, Private Markets, Thematic / Megatrends

• 14 Oct 2026

Success in small caps increasingly depends on position sizing, as concentrated winners amplify the cost of underexposure.

By Voya IM In Equities, Portfolio Construction

• 05 Oct 2026

In the increasingly competitive and complex landscape for private credit allocations, private credit secondary strategies allow investors to achieve exposure to a diversified portfolio of high-qual...

By Voya IM In Fixed Income, Private Markets, Portfolio Construction, Equities

• 24 Sep 2026

Key takeaways This is a recalibration, not an inflation crackdown. The Fed is taking back last year’s insurance cuts because the economy can stand on its own. Rates can’t fix a supply problem. High...

By Voya IM In Macro, Industry, Commodities, Hedge Funds, Thematic / Megatrends