Highlights from the week of March 14– March 20, 2025.

As stocks react to the chaotic tariff rollout and deteriorating confidence, bonds are quietly adjusting to a slower-growth outlook. It’s a direction we’ve prepared for in our fixed income portfolios.

The past decade hasn’t been kind to this asset class. But, amid declining challenges, we see a compelling opportunity for investors.

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

A passive approach to international small cap equity investing doesn’t account for the asset class’s breadth, complexity or inefficiencies. Here are three advantages active management offers in this segment of the market.

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

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.

Whether M&A or IPO activity is slowing or thriving, a strategy focused on secondary private equity may provide more stable cash flows compared to primary investments. However, the diversification of the underlying assets in the portfolio will likely play a key role in determining the level of cash flow.

Highlights from the week of February 21 – February 27, 2025.