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.

Highlights from the week of March 13 – March 19, 2026.

Investment management, like the NBA, has evolved. Investors now embrace new strategies for better results, just as basketball shifted towards analytics.

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

Whether M&A or IPO activity is slowing or thriving, a strategy focused on secondary private equity may provide more stable cash flows.

Strong plan metrics don’t always reflect how participants feel. Research shows confidence gaps that can remain hidden in plain sight.

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.

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.