J.P. Morgan Asset Management

Join our strategists who will address critical questions facing emerging market investors:

- Are the long-term drivers of emerging economies still intact?
- Has China's soft patch really come to an end?
- What are the implications of recent monetary policy in Japan for EM?
- Is emerging market debt still an attractive place for yield?
- Are European investors structurally underweight EM?

Don't miss this opportunity to hear from our strategists and put forward your questions.

Conference ID: 71202239

Investors have fallen out of love with natural resources stocks in recent months caused by poor returns from the sector. However, with global growth picking up and valuations in the sector looking attractive, the sector provides a good opportunity for investors to build positions in natural resources stocks.

Hear Neil Gregson, manager of the JPM Natural Resources Fund, as he provides an update on the commodities sector, how the fund is positioned to take advantage of the recent-sell off in commodity stocks and the compelling long-term value the sector has to offer.

The first six months of the year have seen a startling rise in equity markets in spite of the lack of any real improvement in the wider economic environment. But the gains have been focused on certain sectors and geographic regions, while areas such as commodities have significantly lagged. In this panel we ask the following questions of the markets:

• Is there still value in equity markets and if so, where?
• What will be the key pinch points for the markets in the second half?
• Which trusts are best equipped to generate strong returns in that environment?

Moderator: Szymon Idzikowski, Morningstar will be joined by:
- Peter Walls, Unicorn Asset Management
- Phil Doel, F&C Investments
- Bruce Stout, Aberdeen Asset Management

Hear portfolio manager, Talib Sheikh, and client portfolio manager, Olivia Mayell, as they provide an update on the JPM Cautious Total Return Fund.

Hear Kerry Craig, Market Analyst within the Global Market Insights Strategy Team, as he gives his thoughts on the major issues shaping world markets, as well as answering your questions on the topics affecting the current financial outlook.

Changing consumer trends mean new opportunities for investors.

Join Peter Kirkman, manager of the JPM Global Consumer Trends Fund, as he discusses how your clients can benefit from enduring long-term changes in consumer spending patterns around the world.

The investment trust industry is changing: Routes to market are becoming more effective, and platforms more receptive; charging structures are improving; discount mechanisms are modernising; and the structures of trusts themselves are changing. We talk about some of the innovations in the sector, analyse new launches and show how it is meeting the needs of investors.

Panel:
- Cherry Reynard (moderator)
- Hugo Thorman, Ascentric
- James Saunders Watson, J.P. Morgan
- Annabel Brodie-Smith, The AIC

Emerging markets are some of the fastest growing, most dynamic economies in the world today. Indeed, it is predicted that by 2050, Brazil, Russia, India and China will form, along with the US, the world’s five largest economies (BRIC s Monthly Report, Goldman Sachs June 2011).

Hear client portfolio manager, Claire Peck, discuss how your clients can gain exposure to some of the world’s fastest growing economies.

Hear Nick Gartside, JPM Strategic Bond Fund manager, discuss how your clients can take advantage of the most compelling opportunities from across the global fixed income spectrum while minimising risk.

Hear global strategist Tom Elliott give his thoughts on the major issues shaping world markets, as well as answering your questions on the topics affecting the current financial outlook.