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

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

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: 50482

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

Join Stephanie Flanders, Chief Market Strategist for the UK and Europe, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference.

On the call, Stephanie will explore the key trends and themes that have been shaping global markets, and outlines the conversations you need to be having with your clients. Submit questions during the call and Stephanie will help provide answers to 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).

Every quarter, J.P. Morgan's Global Fixed Income, Currency & Commodities team, led by Robert Michele, CIO, meets to discuss and debate macro-economic trends and sector developments. The team then determines its fixed income outlook for the next three to six months and identifies its best investment ideas.

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.