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.

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

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.

Investment management, like the NBA, has evolved. Investors now embrace new strategies for better results, just as basketball shifted towards analytics.

Global markets experienced a sharp repricing of central bank policy expectations this week as investors reassessed the balance between disinflation and renewed inflation risks. After entering March with growing confidence that rate cuts would unfold smoothly in 2026, that narrative shifted abruptly. Rising energy prices tied to geopolitical tensions lifted inflation expectations and prompted markets to scale back confident easing assumptions across the U.S., Europe, and the U.K.