Small Cap Growth

Voya’s investment leaders debate the Fed rate cycle, policy questions, and the widening effect of AI’s massive, global buildout.

With mega cap stocks dominating large cap indexes, investors face a dilemma: Either accept the risks of a highly concentrated and crowded market, or look elsewhere for growth. Our solution? Diversify into small cap names that offer high growth potential at discounted valuations, with compelling near-term catalysts.

After a volatile start to the year, we see opportunities as markets focus on President Trump’s deregulatory agenda, tech’s unrelenting rise, and Europe’s defense surge.

When the S&P 500 is more like the S&P 50, passive investing may not be the diversified approach you think it is. Here are some simple ways to broaden your exposure and reduce concentration risk.

Fears of economic downturn are heating up amid tariff threats, federal workforce cuts, a potential government shutdown, and declining consumer sentiment. How should investors navigate this rising uncertainty? 

With the full impacted of tariffs uncertain, investors are aiming to mitigate risk by focusing on defensive sectors and U.S. small caps.

Most of small cap revenues come from within the United States, making them less vulnerable to trade wars.

Mergers and acquisitions were on the rebound even before Trump’s re-election bid, and they’re set to accelerate with the new administration’s softer regulatory stance. This could be a particular benefit to tech, investment banks and small caps.

Small cap stocks may be on the brink of an upward trend, bolstered by four key factors that have historically driven strong returns in this asset class.