Highlights from the week of April 3 – April 9, 2026.

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.

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 cap stocks can help round out a global equity allocation, offering growth and diversification potential beyond international large caps and U.S. stocks.

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 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.

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.