Equity

Structure

Finding Value in (Big) Data

July 22, 2022

Big data is fueling, informing and empowering businesses globally.

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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.

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Stability Over Cyclicals in Value’s Next Inning

May 27, 2022

The prospect of rising real interest rates favors value versus growth stocks, while moderating economic growth and persistent inflation favor inexpensive stability value names over well-priced cyclicals.

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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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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