Voya Investment Management

Thinking about portfolio strategy for 2026? Our latest CIO Roundtable is a must-read, packed with insights from Voya’s investment leaders: 🔝 What’s driving investor optimism 📉 How concerning are recent soft jobs reports 💵 How to gauge market reactions to pressure on the Fed 📊 Why unusual PMI patterns signal a possible cyclical upturn 🤖 How the AI spending wave is entering a more tricky phase 🏠 What could finally lift housing out of its 2-year slump Get the report: https://lnkd.in/eW4t7DyQ #CIOInsights #InvestmentStrategy #AI #Markets #Fed #SmallCaps #Cyclicals #Housing #VoyaIM

The #AI boom is already having profound ripple effects on the economy. Here’s how Voya’s portfolio managers are playing some of them. Eric Stein, CFA | Emma Heikensten, Phd | Virginia O'Kelley, CFA | Bryan Butler | Stephen Jue   #PrivateCredit #Renewables #FixedIncome #Alternatives

Slowing growth, softening labor markets, and record-high stocks. Watch Voya's investment leaders for the CIO Roundtable: Revving the Engine in a Downshifting Economy. Discover key insights on job stats, AI infrastructure, and housing market dynamics: https://lnkd.in/eNjEMebk Jeffrey Hobbs | Barbara M. Reinhard, CFA | James Lydotes, CFA | Erin Doyle Orekhov #CIORoundtable #InvestmentInsights #EconomicOutlook #MarketTrends #MarketAnalysis    

Securitized credit remains relatively unaffected by the #macroeconomic factors like #tariffs, the budget deficit, and #geopolitics—especially in relation to other corners of the fixed income universe. Read our latest report: https://lnkd.in/eiasfaDP

We’re looking forward to connecting with industry peers and exploring new perspectives at the CAIS Alternative Investment Summit, taking place October 13-16. Joaquin Balaguer, CAIA and Mike Perkins will be attending on behalf of our team, if you’re heading to the Summit, be sure to reach out and connect! #CAIS #AlternativeInvestments #Networking

🚦In this market of contradictions, our #CIORoundtable is essential reading for anyone thinking about portfolio strategy for 4Q and 2026.  👉Revving the Engine in a Downshifting Economy: https://lnkd.in/eW4t7DyQ ⚫ Why jobless claims and the dollar are the real signals to watch  ⚫ How the race to build AI infrastructure is spilling into fixed income markets  ⚫ Why cyclicals and small caps are set up for an upside surprise  ⚫ What could help housing out of its slump BOTTOM LINE: We’re entering a new phase of this unusually resilient business cycle. Time to recheck portfolios for imbalances or overexposures. Eric Stein, CFA | James Lydotes, CFA | Jeffrey Hobbs | Barbara M. Reinhard, CFA | Jon Kaczka, CFA | John Coyle #CIOInsights #InvestmentStrategy #AI #Fed #SmallCaps

Policy uncertainty and volatile markets have spurred many investment boards to fixate on liquidity. Take courage: You can sell out of private credit positions—and not just to secondaries funds. Learn more: https://lnkd.in/ebCv-N-9 #PrivateCredit #AlternativeInvestments #CreditMarkets

Tired of chasing crowded mega-cap stocks? Small caps offer high growth…. Plus low valuations, real diversification, and near-term catalysts. Ready to rethink where growth comes from? Read more: https://lnkd.in/eaTn7XDa #SmallCap #Diversification #Growth Scott Herrick

Missed our webinar? Listen in to the replay of Michael Granoff, CEO and Founder of Pomona Capital and Greg Khost, Head of Intermediary Sales at Voya as they discuss how alternative investments, such as secondaries, have become more accessible—and essential—for individuals’ portfolios. https://lnkd.in/eFeHF9Ea This webinar replay is approved for 1 hour of CE credit. For financial representative use only. Not for inspection by distribution or quotation to the general public.

Barbara M. Reinhard, CFA, Chief Investment Officer for Multi-Asset Strategies and Solutions at Voya Investment Management, joined Bloomberg Surveillance to share her perspective on what’s needed for a broader market rally. At Voya, we’re closely watching these macroeconomic signals and remain committed to helping investors navigate what’s next. https://bit.ly/4mDIfnE #VoyaInvestmentManagement #MarketInsights #BarbaraReinhard #EconomicOutlook #FedPolicy #Inflation #HiringTrends