Artificial intelligence is overheating one part of the economy. The Federal Reserve can only cool all of it.

Retirement deferrals often sit outside open enrollment, disconnected from paycheck decisions. For DC specialists, that’s a key sponsor discussion.

Is a home décor boom hiding inside the housing market freeze? Plus data center NIMBYs creating an opening for new winners in the AI trade, and slimming corporate margins.

Highlights from the week of August 14 – August 20, 2026.

Lending to real estate investment trusts and similar vehicles allows credit portfolios to achieve diversified commercial real estate exposure.

Macro volatility and AI debt issuance headlines have been creating the noise; strong fundamentals and elevated rates have created the returns.

Are consumers becoming more tolerant of roaches, or simply less tolerant of rising costs (even for pest control)? Plus, hunting for the next leg of AI winners.

Housing policy may not move home prices quickly, but it could reshape the mechanics that drive mortgage lending, RMBS spreads, cash flows, and relative value.

As the market broadens beyond the AI trade, shifting Fed signals and lofty earnings expectations demand more active judgment.

Voya’s Unconstrained Fixed Income Strategy seeks to provide consistent risk-adjusted returns over a full market cycle.