Last week, markets divided between mega caps, AI-linked tech, and energy driving the winning side, while small and mid caps sank lower. All eyes are now on housing, inflation, and retail sales data due out this week, along with Fed Chair Warsh’s congressional testimony.

Last week, America’s collective attention was divided between two major events: the country’s 250th birthday and the wedding of Taylor Swift and Travis Kelce. Both got wall-to-wall media coverage, while the June jobs report—which actually moved markets—settled for a press release and a shrug.

Last week, America's pre-birthday physical came back mixed. The labor market remains robust and spending is up. The number nobody wants elevated is inflation, which reached a three-year high. Factory orders are the bruise that looks worse than it is; blame aircraft.

The retirement income conversation belongs in your DC practice. Lead it before someone else does.

An energy shock, sticky inflation, and fractured global policy have made the path forward less forgiving.

The first phase of the AI trade rewarded broad calls: “Buy power!” “Sell software!” The next phase will require much more discrimination across business models, capital structures, and industries.

International small cap stocks can help round out a global equity allocation, offering growth and diversification potential beyond international large caps and U.S. stocks.

International small caps offer real opportunity—but navigating 4,000+ companies across dozens of markets takes more than an index. Here are three reasons why active management matters in this area of the market.

As Voya Investment Management continues to build momentum, we remain grounded in a simple principle: keep clients at the center of every decision.

Strong plan metrics don’t always reflect how participants feel. Research shows confidence gaps that can remain hidden in plain sight.