J.P. Morgan Market Insights with Stephanie Flanders (Q2 2015)

George Iwanicki, our dedicated Emerging Market (EM) Equity Strategist, will host his regular EM Strategy webconference which draws heavily on the discussions we have in the Emerging Market and Asia Pacific Equities Team in weekly macro calls, monthly asset allocation meetings and the output of proprietary top down models. The presentation will cover both the strategic, long-term asset allocation opportunities as well as key ideas from our tactical models.

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

If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.

Password: 50548


Austria: +43 (0) 2 68220 56552
Austria toll free: 0800 005384
Belgium: +32 (0) 2 789 8603
Belgium toll free: 0800 746 68
Denmark: +45 3271 4573
Denmark toll free: 8088 8649
Finland: +358 9 2319 5437
Finland toll free: 0800 914672
France: +33 (0) 1 7037 7166
France toll free: 0805 630061
Germany: +49 (0) 69 7104 45598
Germany toll free: 0800 673 7932
Hungary: +36 (06) 1 700 8142
Hungary toll free: 06 800 13360
Ireland: 014360959
Ireland toll free: +1 800 930 488
Italy: +39 02 36269665
Italy toll free: 800 986 477
Luxembourg: 800 2 6438
Netherlands: 0207948426
Netherlands toll free: 0 800 022 9132
Norway: 21563318
Norway toll free: 800 19 457
Poland: +48 22 397 9053
Poland toll free: 0 0 800 121 2695
Portugal: +351 3 0880 2081
Portugal toll free: 800 814 155
Spain: +34 91 787 0777
Spain toll free: 800 300206
Sweden: +46 (0) 8 50520424
Sweden toll free: 020 089 6377
Switzerland: +41 (0) 22 592 7103
Switzerland toll free: 0800 800 038
UK: +44 (0) 20 3003 2666

The fixed income investor of the future will have to look beyond the conventional to uncover the yield they crave today. Watch an interactive discussion between the below panel of experts on their outlooks for the asset class and why investors need to have the flexibility to invest across global fixed income markets to make sure they're maximising returns.

Your panelists:
John Bilton, Head of Global Strategy, Global Multi-Asset Solutions Team
Nick Gartside, CIO of the Global Fixed Income, Currency & Commodities Group at J.P. Morgan Asset Management
Iain Stealey, Head of Global Aggregate Strategies at J.P. Morgan Asset Management

Please join the Global Multi-Asset Strategy Team for an update on the macro environment, our positioning and performance.

The Global Macro Opportunities Fund aims to deliver attractive positive returns over the medium term by capitalising on trends and changes in the global macro environment. Using a research-driven approach, the fund leverages the expertise of an experienced team of portfolio managers and strategists, whose macro views are reflected in a focused set of traditional and sophisticated strategies.

Don’t miss this opportunity to put forward your questions, and discover how we distil our view of the world into macro themes that provide a robust framework for investing.

Focus fund: JPMorgan Investment Funds - Global Macro Opportunities Fund

Password: 50458

Austria: +43 (0) 2 68220 56552
Austria toll free: 0800 005384
Belgium: +32 (0) 2 789 8603
Belgium toll free: 0800 746 68
Denmark: +45 3271 4573
Denmark toll free: 8088 8649
Finland: +358 9 2319 5437
Finland toll free: 0800 914672
France: +33 (0) 1 7037 7166
France toll free: 0805 630061
Germany: +49 (0) 69 7104 45598
Germany toll free: 0800 673 7932
Hungary: +36 (06) 1 700 8142
Hungary toll free: 06 800 13360
Ireland: 014360959
Ireland toll free: +1 800 930 488
Italy: +39 02 36269665
Italy toll free: 800 986 477
Luxembourg: 800 2 6438
Netherlands: 0207948426
Netherlands toll free: 0 800 022 9132
Norway: 21563318
Norway toll free: 800 19 457
Poland: +48 22 397 9053
Poland toll free: 0 0 800 121 2695
Portugal: +351 3 0880 2081
Portugal toll free: 800 814 155
Spain: +34 91 787 0777
Spain toll free: 800 300206
Sweden: +46 (0) 8 50520424
Sweden toll free: 020 089 6377
Switzerland: +41 (0) 22 592 7103
Switzerland toll free: 0800 800 038
UK: +44 (0) 20 3003 2666

Hear directly from Nicholas Weindling, live from London, as he discusses the outlook for Japan in 2017 and our portfolio positioning in the JPM Japan Fund and JPM Japanese Investment Trust.

Please join Bill Eigen, portfolio manager for the J.P. Morgan Income Opportunity Strategy and CIO for the Absolute Return & Opportunistic Fixed Income team. Bill and team are a separate platform dedicated to Absolute Return investing and Bill provides an unfiltered and agnostic update on the fixed income markets. He will also discuss the current fund positioning and outlook for the months ahead.

The JPMorgan Investment Funds - Income Opportunity Fund is an absolute return fixed income fund which aims to deliver capital preservation and diversification from traditional fixed income while also limiting volatility. The fund draws on a variety of uncorrelated sources across the fixed income spectrum and maintains a systematic hedging component to aim for these characteristics even when the broad fixed income markets may struggle.

Featured Fund: JPMorgan Investment Funds - Income Opportunity Fund

Password: 50549

Austria: +43 (0) 2 68220 56552
Austria toll free: 0800 005384
Belgium: +32 (0) 2 789 8603
Belgium toll free: 0800 746 68
Denmark: +45 3271 4573
Denmark toll free: 8088 8649
Finland: +358 9 2319 5437
Finland toll free: 0800 914672
France: +33 (0) 1 7037 7166
France toll free: 0805 630061
Germany: +49 (0) 69 7104 45598
Germany toll free: 0800 673 7932
Hungary: +36 (06) 1 700 8142
Hungary toll free: 06 800 13360
Ireland: 014360959
Ireland toll free: +1 800 930 488
Italy: +39 02 36269665
Italy toll free: 800 986 477
Luxembourg: 800 2 6438
Netherlands: 0207948426
Netherlands toll free: 0 800 022 9132
Norway: 21563318
Norway toll free: 800 19 457
Poland: +48 22 397 9053
Poland toll free: 0 0 800 121 2695
Portugal: +351 3 0880 2081
Portugal toll free: 800 814 155
Spain: +34 91 787 0777
Spain toll free: 800 300206
Sweden: +46 (0) 8 50520424
Sweden toll free: 020 089 6377
Switzerland: +41 (0) 22 592 7103
Switzerland toll free: 0800 800 038
UK: +44 (0) 20 3003 2666

Listen to Stephanie Flanders, Chief Market Strategist for the UK and Europe, as she explores the themes that will matter for your clients in the second half of the year. In this webcast, Stephanie is joined by Blake Crawford to discuss issues including:

• A more resilient global recovery: The global recovery has broadened and strengthened—and investors know it. What could derail the positive mood?
• The slow exit from extreme monetary policy: Inflation data will be key to the pace of rate rises in the US and beyond. With other major central banks now taking a more hawkish tone, what can we expect policy to look like for the rest of this year and next?
• The surprising potential for political upside in Europe: While the short-term picture is still clouded, the UK election could lead to a softer Brexit in the long run. In the eurozone, meanwhile, could political headwinds be becoming tailwinds?

With the Eurozone’s political worries receding and earnings growing strongly, Blake also looks at the JPM Europe Dynamic (ex UK) Fund, which has delivered first-quartile performance over one and five years through a disciplined process focused on bottom-up opportunities.

Make sure you listen to the recording to stay up to date with all the latest market developments. The call will also qualify you for 45 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investments (CISI).

Please join Pierre-Yves Bareau, the CIO for our Emerging Markets Debt Team within the International Fixed Income Group, for a discussion on our outlook for emerging markets debt as well as recent performance and positioning in Emerging Markets Strategic Bond Fund, where Pierre-Yves is the lead portfolio manager.

Don’t miss this opportunity to hear from our Emerging Market Debt CIO and put forward your questions.

Featured Fund: JPMorgan Funds – Emerging Markets Strategic Bond Fund

Password: 50547

United Kingdom Local Call: +44 (0) 844 581 9089
Austria: +43 (0) 2 68220 56552
Belgium: +32 (0) 2 789 8603
Denmark: +45 3271 4573
Finland: +358 9 2319 5437
France: +33 (0) 1 7037 7166
Germany: +49 (0) 69 7104 45598
Ireland: +1 800 930 488
Italy: +39 02 36269665
Netherlands: 0207948426
Norway: 21563318
Portugal: +351 3 0880 2081
Spain: +34 91 787 0777
Sweden: +46 (0) 8 50520424
Switzerland: +41 (0) 22 592 7103
Standard International dial: +44 (0) 20 3003 2666

Robin Dunmall, portfolio manager of the JPMorgan Global Convertibles Income Fund Limited provides a bitesize update on the trust and its outlook for 2017. During the call Robin will discuss how the trust aims to deliver dividend income with the potential for long term capital growth from investing in a globally diversified portfolio of convertible securities.

Join Shrenick Shah, portfolio manager of the JPM Global Macro Opportunities Fund, for an update on the macro environment and a discussion around positioning and performance of the fund.

Don’t miss this opportunity to put forward your questions and discover how the team distills its view of the world into macro themes that provide a robust framework for investing.

The outcome of the UK general election is likely to have a significant bearing on Brexit negotiations and therefore a lasting impact on the investment landscape across Europe. J.P. Morgan Asset Management is committed to keeping our investors informed on the implications for economies, markets and portfolios.

Register for this call and join Stephanie Flanders, Chief Market Strategist for the UK and Europe, as she discusses initial reactions and investment implications following the vote. Stephanie will also be joined by James Illsley, portfolio manager for the JPM UK Equity Core Fund, who will give an update on what the outcome means for UK Equities. Stephanie and James’ remarks will be followed by an opportunity for you to put forward any questions you may have. We hope you can join us.

Emerging market (EM) equities have rebounded strongly so far in 2017, more than erasing the losses suffered immediately after the US election. Part of this strength reflects the reflation trade supporting equities globally. However, just as important are the improving earnings picture, easing concerns about China, and a degree of relief with respect to the primary risks to the EM story. This picture is leading investors to be more optimistic about the sustainability of the EM recovery. Join Emily Whiting, client portfolio manager on the Emerging Markets & Asia Pacific Equities team to talk through the current environment and how we are positioned in both the JPM Emerging Markets Fund and the JPM Emerging Markets Income Fund.

Join Talib Sheikh, portfolio manager of the JPM Global Macro Opportunities Fund, for an update on the macro environment and a discussion around positioning and performance of the fund.

Don’t miss this opportunity to put forward your questions and discover how the team distills its view of the world into macro themes that provide a robust framework for investing.

Ayaz Ebrahim, portfolio manager of the JPMorgan Asian Investment Trust plc provides a bitesize update on the trust and its outlook for 2017. During the call, we will also discuss the trust’s innovative dividend policy that offers regular predictable income distributions of 1% of its net asset value per quarter.

Jon Ingram, portfolio manager for the JPM Europe Dynamic (ex-UK) Fund, provides a bitesize update on the fund and its outlook for 2017. Given the current challenging political backdrop and the uncertainties this brings, Jon will explain how we are navigating this environment, and look at where this unconstrained, flexible fund is finding opportunities

George Iwanicki, our dedicated Emerging Market (EM) Equity Strategist, will host his regular EM Strategy webconference which draws heavily on the discussions we have in the Emerging Market and Asia Pacific Equities Team in weekly macro calls, monthly asset allocation meetings and the output of proprietary top down models. The presentation will cover both the strategic, long-term asset allocation opportunities as well as key ideas from our tactical models.

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

If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.

Password: 50484


Austria: +43 (0) 2 68220 56552
Austria toll free: 0800 005384
Belgium: +32 (0) 2 789 8603
Belgium toll free: 0800 746 68
Denmark: +45 3271 4573
Denmark toll free: 8088 8649
Finland: +358 9 2319 5437
Finland toll free: 0800 914672
France: +33 (0) 1 7037 7166
France toll free: 0805 630061
Germany: +49 (0) 69 7104 45598
Germany toll free: 0800 673 7932
Hungary: +36 (06) 1 700 8142
Hungary toll free: 06 800 13360
Ireland: 014360959
Ireland toll free: +1 800 930 488
Italy: +39 02 36269665
Italy toll free: 800 986 477
Luxembourg: 800 2 6438
Netherlands: 0207948426
Netherlands toll free: 0 800 022 9132
Norway: 21563318
Norway toll free: 800 19 457
Poland: +48 22 397 9053
Poland toll free: 0 0 800 121 2695
Portugal: +351 3 0880 2081
Portugal toll free: 800 814 155
Spain: +34 91 787 0777
Spain toll free: 800 300206
Sweden: +46 (0) 8 50520424
Sweden toll free: 020 089 6377
Switzerland: +41 (0) 22 592 7103
Switzerland toll free: 0800 800 038
UK: +44 (0) 20 3003 2666

Please join Shrenick Shah, Portfolio Manager for the Global Macro strategy; Nicola Rawlinson, Client Portfolio Manager in Multi-Asset Solutions; and Mark Richards, Global Strategist in the Global Multi-Asset Strategy Team, for an update on the macro environment and the positioning and performance of the strategy’s flagship fund, Global Macro Opportunities Fund.
The Global Macro Opportunities Fund aims to capitalise on global macroeconomic trends to drive returns using a dynamic, multi-asset approach that aims to deliver positive returns in different market environments. The fund capitalises on the expertise of an experienced team of investors, who reflect their macro views by investing flexibly across asset classes using a selection of traditional and sophisticated investment strategies.
Don’t miss this opportunity to put forward your questions, and discover how we distil our view of the world into macro themes that provide a robust framework for investing.

Focus fund: JPMorgan Investment Funds - Global Macro Opportunities Fund

Password: 50458

Austria: +43 (0) 2 68220 56552
Belgium: +32 (0) 2 789 8603
Belgium toll free: 0800 746 68
Denmark: +45 3271 4573
Denmark toll free: 8088 8649
Finland: +358 9 2319 5437
Finland toll free: 0800 914672
France: +33 (0) 1 7037 7166
France toll free: 0805 630061
Germany: +49 (0) 69 7104 45598
Germany toll free: 0800 673 7932
Hungary: +36 (06) 1 700 8142
Ireland: 014360959
Ireland toll free: +1 800 930 488
Italy: +39 02 36269665
Italy toll free: 800 986 477
Luxembourg: 800 2 6438
Netherlands: 0207948426
Netherlands toll free: 0 800 022 9132
Norway: 21563318
Norway toll free: 800 19 457
Poland: +48 22 397 9053
Poland toll free: 0 0 800 121 2695
Portugal: +351 3 0880 2081
Portugal toll free: 800 814 155
Spain: +34 91 787 0777
Spain toll free: 800 300206
Sweden: +46 (0) 8 50520424
Sweden toll free: 020 089 6377
Switzerland: +41 (0) 22 592 7103
Switzerland toll free: 0800 800 038
UK: +44 (0) 20 3003 2666