Please join Bill Eigen, portfolio manager for the J.P. Morgan Income Opportunity Strategy for a review of the strategy over the prior month, current positioning and his outlook for the months ahead.
The JPMorgan Investment Funds - Income Opportunity Fund is an absolute return fixed income Fund, focusing on delivering the traditional characteristics of fixed income: Capital preservation, low correlation, and a reasonable risk adjusted return. It employs nontraditional techniques and instruments and draws on a variety of uncorrelated sources across the fixed income spectrum to aim for these characteristics even when the broad fixed income markets may struggle.
Don't miss this opportunity to hear from Bill and put forward your questions.
Featured Fund: JPMorgan Investment Funds - Income Opportunity Fund
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Get an update from Stephanie Flanders, chief market strategist UK and Europe, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference.
Held immediately after quarter-end, Stephanie explores the key trends and themes that have been shaping global markets, and outlines the conversations you need to be having with clients in the months ahead.
This call will qualify you for 45 minutes of Structured CPD accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI).
Matt Hudson, Head of the Business Cycle Equity team, will give an update on the fund.
The fund aims to deliver consistent outperformance through the cycle by avoiding a permanent style bias or market-capitalisation bias. In essence, Matt and the team assess where we are in the business cycle and, importantly, what that means for the earnings prospects of individual companies. The process of doing this determines the composition of the portfolio.
Factor investing has been successfully applied to equity markets. It can also work in the corporate bond market and can generate substantial premiums.
Pension funds, insurance companies and sovereign wealth funds increasingly apply factor investing to equities in their portfolios. And now they would also like to apply this concept to credits. “These investors believe that factor investing can give long-term outperformance in equities and have started to wonder why they should stop there,” says portfolio manager and researcher Patrick Houweling of Robeco Global Multi-Factor Credits.
The concept of factor investing in credits is similar to equities, explains Houweling. “It is a disciplined way of constructing portfolios where we apply rules to identify which companies or bonds score well on specific metrics. All decisions are based on research: both academic and our own proprietary research.”
Cédric de Fonclare , fund manager of the Jupiter European Special Situations Fund, discusses his boardroom presentation from the 2015 Jupiter Investment Conference ‘QE and Asset Price inflation: what is left for stock-pickers in Europe?’. He also comments on his current market concerns and potential opportunities.
Steve Davies, fund manager of the Jupiter UK Growth Fund, discusses his boardroom presentation from the 2015 Jupiter Investment Conference ‘The connected world'. He also comments on his current market concerns and potential opportunities.
James Clunie, fund manager of the Jupiter Absolute Return Fund, discusses his boardroom presentation from the 2015 Jupiter Investment Conference 'Can funds be made robust to change?. He also comments on his current market concerns and potential opportunities.
Simon Somerville, fund manager of the Jupiter Japan Income Fund, discusses his boardroom presentation from the 2015 Jupiter Investment Conference 'How Abe has re-energised the Japanese market'. He also comments on his current market concerns and potential opportunities.
Ben Whitmore, fund manager of the Jupiter Special Situations Fund and Jupiter Income Trust, discusses his boardroom presentation from the 2015 Jupiter Investment Conference 'Are we in danger of trying too hard?'. He also comments on his current market concerns and potential opportunities.
Richard Hodges, fund manager of the Dynamic Bond Trust, takes a dynamic approach to fund management and here he will outline his current view on credit markets and how he is positioning his fund to cope with a volatile environment.
Our Economist, Tim Drayson, provides a fresh update on our latest macroeconomic views. He will examine the health of the world’s key economies and the difficulties they face both today and in the future.
Our economist Tim Drayson will provide a fresh update on how he views the state of the world's major economies, with analysis of the key challenges that still face developed market governments. Joining him will be Ben Gill, the manager of our Global Macro Themes Fund. Ben will provide insight into his own macro economic views and how these are being reflected in his active managed portfolio.
Join our webcast on Thursday 12 April at 10:15am for an update from our economist Tim Drayson about recent macro-economic developements and our outlook for the future. Afterwards fund manager Richard Black will discuss the positioning and performance of our UK Equity Income fund and the opportunities for income investors in the UK stock market.
Join our UK Alpha Trust webcast on Tuesday 20 March at 10am to hear Richard Penny, manager of this award-winning fund, provide an update on recent performance and where he is finding opportunities in the market.
Join us on Friday 16 March at 10:15am to hear from Emerging Markets Strategist, Brian Coulton, who will focus on the growth outlook for Asia. Fund Manager, Paul Hilsley will provide an update on the Asian Income Trust.
Join our webcast on Friday 17 February at 10:15am when economist Tim Drayson will discuss our outlook for the major world economies, followed by fund manager Ben Gill with an update on our Global Macro Themes Fund.