
David Lewis
Fund Manager, Independent Funds
Joined Jupiter in November 2008
Latest Insights
Are CoCos the mispriced credit opportunity of 2021?
Are CoCos the mispriced credit opportunity of 2021?
Luca Evangelisti explains why Financials Contingent Capital bonds, or CoCos for short, offer value thanks to their strong liquidity profile, supportive regulators, and the much-improved financial position of banks.
Read time - 7 min.
Note from the Investment Floor - ‘Leverage, Momentum and Narrative’
Note from the Investment Floor - ‘Leverage, Momentum and Narrative’
Ned Naylor-Leyland explains the important of leverage, momentum and narrative to modern markets, and asks whether we’re at the end of a monetary supercycle.
Read time - 4 min.
Systematic equities Q1 review
Systematic equities Q1 review
Dr Ian Heslop and Dr Amadeo Alentorn, co-heads of systematic equities, present their quarterly review. They present the systematic equities team’s latest market analysis and review the performance of the strategies managed by the team.
Notes from the Investment Floor - Diversification is key to green bonds
Notes from the Investment Floor - Diversification is key to green bonds
Rhys Petheram looks at changes in the market for green bonds, including the upcoming launch of the first green gilt, and signs of central banks turning green.
Read time - 4 min.