Large Cap Value

Voya’s investment leaders debate the Fed rate cycle, policy questions, and the widening effect of AI’s massive, global buildout.

When a familiar growth metric for tech companies called the “Rule of 40” meets our enhanced value framework, the result sets a new bar for cracking the code on value tech.

After a volatile start to the year, we see opportunities as markets focus on President Trump’s deregulatory agenda, tech’s unrelenting rise, and Europe’s defense surge.