Geopolitical tensions are rising as markets expected disinflation and easing. Fixed income investors watch energy, inflation expectations, and risk pricing.

Secondary private equity can potentially enhance the return and risk profile of a traditional 60/40 portfolio.

Highlights from the week of February 20 – February 26, 2026.

As markets react to this weekend's escalation in the Middle East, our CIO Eric Stein offers a grounded perspective on what's driving the volatility.

Three numbers tell the small cap story right now: Earnings, valuations, and rates. It’s a setup that deserves attention.

If inflation isn’t fully broken and growth isn’t overheating, how much risk should fixed income investors take— and where?

​​Recent liquidity events related to portfolio companies in which PIF invests through its private equity holdings​.

Unlike paper gains, realized PE distributions provide tangible value and fuel new compounding opportunities—key components of sustainable total return.

Improving global equity fundamentals and valuations argue for a more balanced approach.

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.