Equity

Tower of balancing rocks on beach

Cyclicals ripe for a rally amid record bearishness

October 5, 2022

We are cautiously optimistic about cyclical stocks. Their historically low relative value and deeply negative overall investor sentiment could be a recipe for a strong relief rally.

Structure

Finding Value in (Big) Data

July 22, 2022

Big data is fueling, informing and empowering businesses globally.

City lights from park

Through Calm and Chaos, Forced Consumption Drives Growth

July 12, 2022

Human behavior is predictable—regardless of the state of the economy, people will get married, have children and buy homes.

Why tech investors should keep an eye on China and the Fed

October 31, 2022

Don’t be distracted by the recent well-publicized earnings misses of several tech-sector giants – stocks did well in October overall. There are larger geopolitical, macro and company-specific factors at play that call for a nuanced approach to technology and tech-related stocks.

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Voya Views: Do ESG critics have a point?

August 24, 2022

Taking the tough questions head on, Do ESG critics have a point? raises issues such as ESG’s recent underperformance (and the problem with generalizing issues about ESG), the veracity of impact investing and the troubling lack of clarity on ESG product labeling.

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Voya Views: How are E, S and G evolving?

August 24, 2022

Listen in as Jim Dorment (head of value and portfolio manager) and Laura Kane (head of ESG research) gather to peel back the layers on key topics facing ESG investors today.

How are E, S and G evolving? takes a look at critical changes in how investors assess each component of environment, social and governance factors. It’s not enough to focus (rightly) on the low-carbon transition—there are issues of labor disruptions caused by the transition to consider as well.  

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Finding Value in (Big) Data

July 22, 2022

Big data is fueling, informing and empowering businesses globally. As growth-oriented investors, we see opportunities in best-in-class companies that are creating the technologies driving big data services.

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