Brexit: Does a new Prime Minister change the outlook?
Following the outcome of the European elections, Karen Ward, Chief Market Strategist for EMEA, will update us on her latest thoughts regarding Brexit and the impact on UK markets. She will consider whether a new Prime Minister or the prospect of a general election changes the outlook.
RecordedMay 29 201960 mins
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Join Karen Ward, Chief Market Strategist for EMEA, as she considers what the result of the UK election may mean for both markets and investors in the coming months.
Join Karen Ward, Chief Market Strategist for EMEA, as she explores the key trends and themes that are likely to shape the global markets in the coming months.
Karen will be joined by Richard Titherington, Chief Investment Officer and head of the Emerging Markets and Asia Pacific (EMAP) Equities team, who will highlight the various investment opportunities which can provide quality exposure to this exciting asset class.
You can submit questions throughout the call to receive answers from Karen and Richard on the issues that matter to you.
Interested in CPD?
The call will qualify you for 45 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investments (CISI).
By the end of the webconference, participants will be able to:
• Understand the implications of geopolitical risks for investors
• Consider how to track the likelihood of a US recession
• Assess the outlook for central bank policy and how this may impact fixed income assets
• Consider whether fiscal policy might work more closely together with monetary policy in the future
The investment landscape is changing as savers and governments place greater scrutiny on environmental, social and governance (ESG) factors. Join Karen Ward, Chief Market Strategist for EMEA, and Jennifer Wu, Global Head of Sustainable Investing, as they highlight the driving forces and discuss the ways in which investors can include ESG factors in their investment decisions including:
•What is ESG?
•How is policy and regulation changing?
•Are savers more focused on how their money is being put to work?
UK MPs return to parliament from their summer recess on 3 September, and the following weeks are likely to be tumultuous for sterling markets. Join Karen Ward, Chief Market Strategist for EMEA, as she considers:
•What is no deal, and what might it mean for the UK economy and markets?
•Will UK parliament accept no deal and, if not, are we headed for a general election?
•What are the risks to markets in the event of a general election?
•Is all hope of a deal dead?
Join Karen Ward, Chief Market Strategist for EMEA, as she explores the key trends and themes that are likely to shape the global markets in the coming months.
Karen will be joined by Emily Whiting, Investment Specialist for the Emerging Markets and Asia Pacific (EMAP) Equities team, who will provide an overview of the JPM Asia Growth Fund.
Please submit questions throughout the call to receive answers from Karen and Emily on the issues that matter to you.
The call will qualify you for 45 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investments (CISI).
By the end of the webconference, participants will be able to:
•Explain the economic impact of US-China trade tensions
•Describe the prospects for further fiscal and monetary stimulus in the world’s major economies
•List the market and asset allocation implications of the macroeconomic and geopolitical backdrop
Following the outcome of the European elections, Karen Ward, Chief Market Strategist for EMEA, will update us on her latest thoughts regarding Brexit and the impact on UK markets. She will consider whether a new Prime Minister or the prospect of a general election changes the outlook.
Join Karen Ward, Chief Market Strategist for EMEA, as she explores the key trends and themes that are likely to shape global markets, including whether more supportive policies from the world’s central banks can extend the market rally, or whether geopolitical risk - including Brexit - will be the dominant force.
Karen will be joined by James Illsley, portfolio manager in the J.P. Morgan Asset Management International Equity Group – Behavioural Finance Team, who will provide an overview of the JPM UK Equity Core Fund.
Please submit questions throughout the call to receive answers from Karen and James on the issues that matter to you.
The call will qualify you for 45 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investments (CISI).
By the end of the webconference, participants will be able to:
•Consider how geopolitical risks could be relevant for investors
•Understand the implications of a potentially more dovish US Federal Reserve
•Consider the outlook for margins and earnings in the US
•Understand the implications of China’s stimulus
In the second UK Parliamentary vote held on Tuesday 12 March, the proposed Brexit deal failed to garner sufficient support to pass. Join Karen Ward, Chief Market Strategist for EMEA, as she assesses the vote outcome, impact on markets and potential next steps.
Please see attachments for disclaimer information.
UK Parliament is scheduled to vote on the proposed Brexit deal on Tuesday 15 January. In the wake of the vote, join Karen Ward, Chief Market Strategist for EMEA, as she assesses the outcome, impact on markets and potential next steps.
Join Karen Ward, Chief Market Strategist for the UK and Europe, as she explores the key trends and themes that are likely to shape global markets in 2019 and beyond.
Karen will be joined by James Elliot, Chief Investment Officer of the International business of the Multi-Asset Solutions team, who will provide an overview of the global macro strategy, within which we manage the JPM Global Macro Opportunities Fund and the JPM Global Macro Fund.
Please submit questions throughout the call to receive answers from Karen and James on the issues that matter to you.
The call will qualify you for 45 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investments (CISI).
By the end of the webconference, participants will be able to:
• Understand developments in the global economic outlook for 2019
• Understand how political considerations could influence the economic and market outlook
• Assess options for adding resilience to a portfolio as the economic cycle ages
With just over four months to go until the deadline for the UK to leave the EU, Karen Ward, Chief Market Strategist for EMEA and formerly Chair of the Council of Economic Advisers to Philip Hammond, assesses the lay of the land. Karen draws on the insight she gained in her previous role, in which her responsibilities included advising on the Chancellor on Brexit, to discuss recent developments in the negotiations, the future of the withdrawal bill as it progresses through parliament, and the implications for investors.
If you are dialling in please use the details below with the pin: 4950689#
+44 (0) 20 3059 2627 - Standard International Access
0800 368 0707 - UK Toll Free
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Join Karen Ward, Chief Market Strategist for EMEA, as she uses charts from the Q4 Guide to the Markets to discuss the key themes shaping global markets. Karen will be joined by Mike Bell, Global Market Strategist and Nick Gartside, International Chief Investment Officer of our Global Fixed Income, Currency & Commodities group.
For those investors concerned about a market downturn at some point in the coming years, we will consider strategies that may increase the resilience of a portfolio. The discussion will be followed by a Q&A session where you can submit your questions and receive live answers on the issues that matter to you.
Participating in the webconference will qualify you for 45 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investments (CISI).
By the end of the webconference, participants will be able to:
• Understand developments in the US economy and how the outlook could be affected by the mid-term elections
• Assess how geopolitical risks such as the Brexit negotiation, the recent Italian budget, and the US administration’s approach to trade may impact markets
The official J.P. Morgan Global Liquidity UK webconference lets you stay up-to-date with the investment markets and major issues currently confronting short-term fixed income investors.