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Some of Jupiter’s leading investment experts discuss what 2026 may have in store for equities markets.

Some of Jupiter’s leading investment experts discuss what 2026 may have in store for equities markets.

With US equities, and by extension global equities, hitting new all-time highs, UK stocks can act as a more defensive equity allocation.

Jason Pidcock and Sam Konrad discuss Asia ex-Japan equity income investing in the current macro-economic environment and why they like gold, Singapore and technology stocks.

China’s vast army of gig workers is the backbone of the country’s digital economy, powering consumption and logistics infrastructure. Despite offering flexibility and opportunity, the gig economy also presents challenges such as weak labour protection and income insecurity. David Perrett, Co-Head of Asian Equities, and Fuyao Wang, Sustainable Investment Analyst, assess whether evolving corporate practices could potentially make China’s digital platform economy more sustainable.

Despite global volatility and geopolitical tensions, David Perrett discusses how Asia’s markets—particularly Korea and Taiwan—delivered strong returns in Q2 2025. Against this challenging macroeconomic background he also highlights potential stock picking opportunities across the region.

What is driving the resurgence of investor interest in emerging markets after a decade marked by political and economic challenges? Recent policy uncertainty under President Trump has rekindled interest in regions beyond the US, as investors reassess global opportunities amid faltering US exceptionalism. Find out which countries are benefitting from currency shifts and corporate governance reforms, presenting compelling options for those seeking diversification away from US-centric investments, as the ‘great rotation’ gains momentum.

As many countries attempt to phase out fossil fuels, electric vehicles (EVs) have become ubiquitous – and China is leading the way. Sitting at the intersection of technology, sustainability, and global growth, the Chinese EV sector is an emblem of China’s global ambitions.