What could the election change for stocks, bonds and AI? See what Voya IM investment teams are watching now.

Jim Lydotes breaks down rising capex projections, how AI token costs are shaping workforce decisions, and why consumer trust is key to the next leg of the AI trade.

The midterms may move markets on headlines. Active investors can find opportunity where political perception diverges from company fundamentals.

How concentrated are your clients, really? Many large-cap portfolios are driven by the same handful of stocks.

Election noise can distort market signals. Jim Lydotes looks beyond the headlines at consumers, AI infrastructure, and defense demand.

Success in small caps increasingly depends on position sizing, as concentrated winners amplify the cost of underexposure.

Utilities may be a fat pitch, policy curveballs may miss banks, and markets are differentiating the contenders of AI adoption.

AI companies face a trust test, cost pressure is spreading, and the Fed’s blunt tool may not reach the real bottlenecks.

Market declines can be unsettling, but not every uncomfortable moment calls for action.

Small caps just got cheaper, energy still looks compelling, and defense stocks haven’t caught up to a wave of major contract wins.