An energy shock, sticky inflation, and fractured global policy have made the path forward less forgiving. With growth slowing but not breaking, we focus on quality, diversification, and disciplined positioning as the margin for error narrows.
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.
2025 was a strong year for markets—but what did that mean for the millions of Americans saving for retirement in target date funds? Here, Barbara Reinhard, CFA, and Susan Viston from Voya IM's Multi-Asset Strategies and Solutions team break down 2025's key performance drivers and share their outlook on opportunities and risks for the year ahead.