**Voya Investment Management – 3Q25 Market Commentary**
Markets rallied in the third quarter of 2025, driven by strong U.S. earnings, artificial intelligence-driven optimism, and anticipated U.S. Federal Reserve rate cuts. Small-cap and growth stocks led the gains during this period, reflecting investor confidence in innovation and economic recovery.
Inflation continues to ease but remains pressured by tariffs, while the labor market remains stable with low levels of both hiring and firing. Despite near-term challenges, robust U.S. earnings, ongoing innovation, and expected Federal Reserve rate cuts support a positive outlook for large-cap stocks and high-quality bonds.
**Investment Outlook**
We maintain a preference for equities over bonds and cash, with a particular focus on U.S. large-cap stocks that have strong balance sheets and consistent earnings. These factors position large-cap equities well for sustained growth in the current market environment.
**Strategy Overview**
The Voya Index Solution Portfolios Series is designed to balance the evolving risk-return profiles of investors as they age, ultimately maximizing the probability of a successful retirement. These portfolios strategically adjust allocations to navigate changing market conditions and investor needs over time.
**About Voya Investment Management**
Voya Investment Management helps investors push what’s possible through differentiated solutions across its fixed income, equity, and multi-asset platforms, including private markets and alternatives. For inquiries or communication, please use Voya Investment Management’s official channels.
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*Comments and further insights are welcome.*
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