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

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.

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

In falling-rate environments, commercial mortgage loans can potentially improve returns—while mitigating portfolio volatility.

If inflation isn’t fully broken and growth isn’t overheating, how much risk should fixed income investors take— and where?

Amid a backdrop of positive technicals and emerging late-cycle behavior, high starting yields should anchor returns once again in 2026.

With spreads tight and issuance set to rise, elevated all-in yields remain the key force anchoring investment grade credit returns in 2026.

The software sector is high yield private credit’s largest borrower by debt outstanding. As some software companies grapple with the specter of AI-driven obsolescence and slowing growth, it’s worth taking a closer look at your direct lending investments.

Improving global equity fundamentals and valuations argue for a more balanced approach.

2025 was a strong year for markets—but what did that mean for the millions of Americans saving for retirement in target date funds? Here, Barbara Reinhard, CFA, and Susan Viston from Voya IM's Multi-Asset Strategies and Solutions team break down 2025's key performance drivers and share their outlook on opportunities and risks for the year ahead.