Equity

City Lights at Night

As Global Integration Unwinds, New Opportunities Arise

March 22, 2022

Changes in the political and economic landscape are loosening the links in the global economy. New conditions will favor different strengths as businesses adapt.

Dark blue ocean waves

Ukraine Conflict Shifts ESG Focus from Green Ambitions to Energy Security

March 17, 2022

In the wake of Russia’s invasion, social factors such as energy supply security, consumer protection and responsible sourcing demonstrate the importance of an inclusionary ESG approach.

Field of Grass with Mountains in Background

ESG Momentum Stocks: How Values can Produce Portfolio Value

March 2, 2022

We believe there is untapped value in the underappreciated ESG improvers.

Voya Views: Growth vs. Value

March 18, 2022

Our experts, William Theriault, CFA, Senior Client Portfolio Manager, Equity, and James Dorment, CFA, Head of Large Cap Fundamental Research, discuss the growth/value cycle.

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The Rise of the Machines: ESG Investing is Next on Machine Learning’s Path

November 9, 2021

The breadth and depth of Environmental, Social, and Governance data that investors currently have at their disposal is “a good problem to have”, as it highlights the normative sea-change over the past decade towards a now crucial commitment that companies must make to ESG transparency. Machine learning can help in discerning – and when necessary, creating - signal from noise.

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