Jim Lydotes breaks down three market signals: a shift in enterprise AI spending, energy reshoring after Iran tensions, and a potential catalyst for housing.

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

Private equity (PE) buyout valuations have moved to unusually low levels relative to public equities.

As companies look to bond markets to fund AI investment, the credit impact is showing up in more selective ways, creating opportunities for active investors.

Jim Lydotes flips the timer on 1) packaging companies’ pricing power, 2) consolidation in utilities, 3) Voya’s Grassroots Research on college recruitment in the AI era.

Jim Lydotes flips the timer on 1) small cap capex, 2) Voya’s Grassroots Research® on cyber spending, 3) an interesting setup for specialty chemicals.

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

Stars are driven by significance. They want to feel seen, valued, and recognized for who they are and the impact they make.

The Controller are people who care about autonomy and being in charge of making decisions. They're at their very best when they feel they're in the driver's seat.