Jim Lydotes flips the timer on our Grassroots Research on data centers, healthcare companies reinvesting AI dividends, and the breakdown in common value metrics.

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

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.

Jim Lydotes covers: 1) how health care is stabilizing, 2) why used cars could be an inflation indicator, and 3) why AI spending could crowd out hiring.

Maine may pause large data centers as AI strains power grids, housing reform gains steam, and markets may be overlooking true AI adopters.

Most portfolios are more U.S.-heavy than investors realize. International small cap is one of the most overlooked gaps—and conditions for closing it are improving.

International small caps offer real opportunity—but navigating 4,000+ companies across dozens of markets takes more than an index. Here are three reasons why active management matters in this area of the market.

As AI shakes up tech business models. Voya’s equity PMs break down what’s real, what’s overblown, and where disruption is creating new investment opportunities.

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