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Luca Evangelisti and Paridhi Garg examine the outlook for contingent convertible bonds (CoCos) in Europe amid a fluid macro environment.

Donald Trump is back in the White House and has begun to reinforce his “America First’’ agenda. Trump 2.0 is taking shape and will have huge implications for the global economy and markets prospects. What is the administration’s plan here and does this give us a roadmap for investment?

Ariel Bezalel and Harry Richards assess the prospects for the global economy amid a demanding valuation backdrop and a fast-developing tariff war.

Avinash Vazirani and Colin Croft say that the recent correction in Indian equities is a great opportunity for long-term investors to gain exposure to one of the exciting growth stories in the world.

Mark Nash, Huw Davies and James Novotny analyse what recent bond market movements are saying about the outlook for inflation and the broader economy.

Jason Pidcock and Sam Konrad discuss the countries where they are finding the best opportunities for investors in Asia Pacific (ex-Japan) stocks.

Brian McCormick discusses US mega-cap stock valuations and why a rational and price-disciplined investment approach makes sense in periods of market euphoria.

Investment Manager, European Equities

The Jupiter Multi-Sector Fixed Income Team (Ariel Bezalel and Harry Richards) discuss the current environment and what investors could expect from fixed income markets in 2025, highlighting key investment implications for the Jupiter Dynamic Bond portfolio.