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

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.

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.

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

Whether M&A or IPO activity is slowing or thriving, a strategy focused on secondary private equity may provide more stable cash flows.

Strong plan metrics don’t always reflect how participants feel. Research shows confidence gaps that can remain hidden in plain sight.

Geopolitical tensions are rising as markets expected disinflation and easing. Fixed income investors watch energy, inflation expectations, and risk pricing.