Thematic Research

National Champions: Where Will the Government Invest Next?

July 16, 2026

The Trump administration is taking stakes in chip, defense, quantum, and rare earth companies that align with policy priorities. These “National Champion” stocks could see long-term competitive advantages that aren’t immediately apparent.

Voya Views: AI and the Tech Market Reset

March 25, 2026

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.

Top