At the 2025 Barron’s Roundtable, Rajiv Jain, Chairman and CIO, shared his calibrated optimism for investors in the year ahead. 

While valuations are high, US companies continue to demonstrate strong capital expenditures and resilient corporate earnings, Mr. Jain observes. Globally, he sees attractive opportunities in non-US companies and highlights signs of economic health in countries such as Japan, Korea, Indonesia, and India.   

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