Following last week’s turbulent equity market and the surprising sell off in bonds, we gathered our thoughts on the markets and what we’re watching closely.

The fluid tariff situation is paralyzing businesses, worrying consumers, and confusing investors. In periods of high uncertainty, we believe the best approach is to remain steady and reassess whether portfolio allocations align with investment goals. Here’s how our teams are managing the current environment.

Voya’s Multi Asset Strategies and Solutions team is committed to helping our clients and investors weather turbulent times. Here’s our latest thinking and portfolio positioning.

The markets were caught off guard by the scope of the tariffs, rattling the markets at a time when consumer spending and confidence are already under pressure.

As policy uncertainty clouds the economic horizon, how much of this year’s market volatility is being driven by sentiment, and how much is declining fundamentals? Our experts take a look.

Fears of economic downturn are heating up amid rising uncertainty. How should investors navigate spiking volatility?

With 4Q24 earnings on track to grow 17%, and 10 out of 11 sectors delivering positive performance, our portfolios are currently in base positioning.

In a standout year for Voya Investment Management, we redoubled our efforts through a strategic renewal.

The current backdrop offers opportunities from stable labor markets supporting strong real household income growth, but policy uncertainty could disrupt markets.

With the full impacted of tariffs uncertain, investors are aiming to mitigate risk by focusing on defensive sectors and U.S. small caps.