Most portfolios are more U.S.-heavy than investors realize. International small cap is one of the most overlooked gaps—and conditions for closing it are improving.

International small cap stocks can help round out a global equity allocation, offering growth and diversification potential beyond international large caps and U.S. stocks.

Highlights from the week of March 20 – March 26, 2026.

International small caps offer real opportunity—but navigating 2,000+ companies across dozens of markets takes more than an index. Here are three reasons why active management matters in this area of the market.

As Voya Investment Management continues to build momentum, we remain grounded in a simple principle: keep clients at the center of every decision— how we invest, how we build solutions, and how we measure success.

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.

In more concentrated markets, portfolios are often shaped more by benchmarks than by conviction—requiring a more deliberate, analytics-driven approach to managing risk.

Even as geopolitical uncertainty clouds growth, attractive yields in high-quality fixed income offer durable return and portfolio resilience.

After years of volatility and uncertainty, markets appear to be entering a phase where dependable cash flows, income, and predictability are increasingly valued as assets in their own right. These companies are historically cheap, increasingly scarce, and, in our view, ripe for meaningful relative revaluation.

Investment management, like the NBA, has evolved. Investors now embrace new strategies for better results, just as basketball shifted towards analytics.