As oversaturated mega caps start to lag, it may be time to think small.

The race for superintelligence has triggered a spending boom on graphics chips, data centers, power supply and talent. Our panel discusses what it means for investors.

Highlights from the week of May 10 – May 16, 2024.

In the current macroeconomic environment, we prioritize balance in our portfolios, favoring U.S. large cap equities and high-quality fixed income.

Strong performance plus new capital has meant a buoyant market. There’s further to go.

Our panel of property pros and macro mavens discuss who’s hurting, who’s investing, and where to put money to work now.

Voya’s list of what to love in the securitized credit market this year… and what to leave.

Despite economic uncertainty and rising defaults, we believe leveraged credit in the U.S. continues to offer attractive return potential.

Our long-term return expectations for capital markets serve as key inputs into our strategic asset allocation process for multi-asset portfolios and provide context for shorter-term forecasting.

An unexpected shock in the banking sector has stress-tested the economy and policymakers. Both initially passed. But the impact on lending and credit conditions remains unclear and increases the likelihood of a mistake by the Fed going forward.