Jonathan Griffiths

Jonathan Griffiths, a Senior Investment Specialist at Capital Group, joins Arunima Sharan to discuss navigating long-term investments in a volatile market. They delve into the 2025 Capital Market Assumptions, highlighting opportunities in emerging markets and the changing landscape for fixed income strategies. The conversation covers the potential depreciation of the US dollar, the impact of AI on market trends, and the importance of scenario analysis amidst geopolitical shifts. The duo emphasizes adapting strategies while maintaining a long-term investment perspective.