Financial markets remain divided on the Federal Reserve’s next move following recent economic and geopolitical developments.

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

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.

Highlights from the week of March 13 – March 19, 2026.

Equities sold off again while yields climbed, pushing bonds negative for the year.

Equities sold off again while yields climbed, pushing bonds negative for the year.

As the war in Iran continues to escalate, the effective closure of the Strait of Hormuz has sent shockwaves through global markets.

Yields rose while stocks fell as the markets focused on the price of oil and private credit woes.

Yields rose while stocks fell as the markets focused on the price of oil and private credit woes.