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.

The historical underperformance of passive Agg-based bond funds isn’t a coincidence. The index’s very design puts investors at a disadvantage.

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

As Voya Investment Management continues to build momentum, we remain grounded in a simple principle: keep clients at the center of every decision.

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

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

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.

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

Against a backdrop of positive technicals and emerging late-cycle behavior, high starting yields should anchor returns once again in 2026.

The historical underperformance of passive Agg-based bond funds isn’t a coincidence. The index’s very design puts investors at a disadvantage.