Name: The Weight Loss Revolution: Hype or Healthcare Shift?
Start: 2023-10-05T14:00:00Z
End: 2023-10-05T14:00:09.000Z
Location: BrightTALK
Rating: 5

The Merill SICAV plc is a multi-fund structure and has currently established four sub-funds, namely Merill Total Return Income Fund, Merill High Income Fund, Merill Global Equity Income Fund, and Merill Strategic Balanced Fund. It is a self-managed UCITS.

Electric Vehicles have been at the forefront of the green revolution. While this is very promising, it also causes certain challenges for the traditional automakers.

Marc El-lazidi, CIO at JMFA and journalist Yannick Pace, discuss the impact of such technologies on various companies which have to find ways to adapt to the new reality in the automobile industry.

Driving the Future: Electric Vehicles

Last month, chipmaker NVIDIA joined a small group of companies with a valuation over $1 trillion, on the back of unprecedented earnings guidance driven by the recent AI boom

Wwe discuss the race to AI supremacy, and the winners and losers in the semiconductor space.

The AI Race: Semiconductors in the Spotlight

The term 'Black Swan events' refers to rare unpredictable events with serious consequences. Looking at the past few years, one can observe the increased frequency of events such as Covid-19, the Ukraine conflict and the banking crisis.

In this interview, we take a look at how markets reacted to these events in the short and longer term, focusing on stocks such as Nvidia, Microsoft, ASML, Zoom, Shopify and Netflix.

Tech Resilience: Weathering the Black Swan Storm

Europe seems to be going through what could be described as an existential crisis, but this could offer a long-term opportunity for investors. Inevitable questions arise with regards to the future of Europe, and whether Macron 's vision for the region can ever materialise.
 
Marc Ellazidi, CIO at JMFA and Yannick Pace, Journalist discuss two sectors which play a key role in Europe, Luxury Brands and Banks.

The European Existential Crisis: A long-term opportunity?

Recently, we have been given the opportunity to experience first-hand the power of Artificial Intelligence through applications such as ChatGPT.

In this interview, we discuss the potential impact of AI with a focus on companies like NVIDIA, AMD, INTEL, Microsoft and Alphabet.

CHATGPT: Going Beyond the Hype

In 2022 inflationary pressures have become a challenge for central banks around the globe. Together, we will explore the current macroeconomic landscape and the monetary policy of central banks. The labour market will also be a part of our journey to assess the situation in the US and Europe.

Preparing for a Winter of Inflation

Semiconductors are the building blocks of the digital world. The importance of the industry is growing fast due to several secular trends such as the digitalization of economies globally. We will explore with you the sector by taking a long-term view on its growth potential looking beyond the short-term challenges it is facing. We will also look into the major players of the supply chain.

For more information about us visit: https://www.merillfunds.com/en/home.htm or contact us on: team.am@jesmondmizzi.com.

Looking Beyond The Storm: A Semiconductor Industry Review

In 2022 inflationary pressures have become a challenge for central banks around the globe. We will explore with you the current macroeconomic landscape and the monetary policy stance of central banks. We will briefly describe their mandates to better understand their mechanisms and the relation to inflation. The labour market will also be a part of our journey to assess the situation in the US and Europe. These elements will be critical for the positioning of portfolios in 2022.

Fishing For Performance In Troubled Waters

Join us as we explore how the reopening of the global economies caused supply chain disruptions. Currently, certain sectors are also being impacted by the shift in yields, with the 10-year treasury exceeding 1.6%.
However, we believe that there are still opportunities that could be capitalized on.

How to Navigate Through Economic Shocks

Join us as we explore the current macro economic context after witnessing a recent 10-year treasury trajectory exceeding 1.7%. 

This recent spike in Treasury yields poses a major issue for Bonds and certain equity sectors.

Finding the right balance for 2021

I will once again be joined by Denis de Montigny who has a PhD from University College of London (UCL), is a Fintech leader at CFA U.K. and is a Fintech entrepreneur.

Denis de Montigny will build upon what he had discussed back in December on the first episode of this series by highlighting the rationale of his project.

Denis will also bring some light on how the AI he has developed works in the field of Asset Management.

AI & Machine Learning Episode 2

As we enter 2021, European investors are struggling to find yield in the current low-interest rate environment. In our webinar, we aim to navigate with you through the Northern European market for high yield. Environmental, Social and Governance will be part of our journey.

Fishing for Yield in Northern Europe

In this brief webinar, which is the first in the series featuring special guest Denis de Montigny, Denis will talk about the concept and disruptive behaviour of Artificial Intelligence and Machine Learning.

A discussion will follow with a session of Q&A regarding AI & Denis vision as a Fintech entrepreneur and the potential implications for Asset Management.

Artificial Intelligence and Machine Learning - Episode 1

In this webinar, the Portfolio managers for Merill Funds will be discussing certain themes that are of particular interest to us. These include Go East, Technology and Green Energy. We will give a Macro backdrop to those themes and then dive in and give some company examples in each of the themes.

To finish off we will briefly introduce our Merill Global Equity Income Fund. You can find the KIID and Factsheet in the attachments section of the webinar along with the presentation for further viewing.

Thematic Investing & Merill Global Equity Income Fund

We have the pleasure to inform you that the 14th of October, marks the one year anniversary of our conservative USD return fund: Merill Strategic Balanced Fund.

This long-only UCITS fund was designed to adopt a barbell approach for its fixed-income component, and a concentrated equity allocation.

The Co-fund Managers Dr Mark Azzopardi & Marc El Lazidi will provide a brief overview of the Merill Strategic Balanced Fund strategy, they will also delve into the performance attribution of the Fund and provide an economic overview of what has gone on during the past year. They will also explain how they are currently positioned and their views moving forward.

Merill Strategic Balanced Fund - Product Anniversary (Repeat)

Merill Strategic Balanced Fund - Product Anniversary

The future of healthcare investment is being redefined by groundbreaking developments in weight-loss medication. In this video, Marc El-lazidi, CIO at JMFA and journalist Yannick Pace, explore the revolutionary medical solutions by Novo Nordisk and Eli Lilly, and delve into their market impact and investment opportunities.

The Weight Loss Revolution: Hype or Healthcare Shift?

Investors

Pharmaceutical

Financial Markets

stocks

Novo Nordisk

Eli Lilly

Weightloss

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

The Weight Loss Revolution: Hype or Healthcare Shift?

Presented by

About this talk

More from this channel