Voya Views

As AI shakes up tech business models. Voya’s equity PMs break down what’s real, what’s overblown, and where disruption is creating new investment opportunities.

As markets react to this weekend's escalation in the Middle East, our Chief Investment Officer Eric Stein offers a grounded perspective on what's driving the volatility—and why the AI revenue disruption trade may matter just as much to your portfolio over the long term. Watch his latest quick take to hear how we're thinking about navigating both forces right now.

Erin Orekhov, Head of Client Portfolio Management, and Eric Stein, Chief Investment Officer, discuss the nomination of Kevin Warsh as the next Fed Chair, exploring his potential impact on monetary policy, market reactions, and the challenges he may face in his new role. They delve into Warsh's background, his views on Fed independence, and the implications for interest rates and the economy.

In this brief video, Erin Orekhov, Head of Global Client Portfolio Management, speaks with Eric Stein, Chief Investment Officer, about the weekend's developments involving Venezuela and what they might mean for investors.