J.P. Morgan Market Insights with Stephanie Flanders (Q2 2015)
Hear 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.
If you prefer to listen to over the phone please use the appropriate dial in details below. Please note that questions can only be submitted via the online web conference.
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).
RecordedApr 8 201548 mins
Your place is confirmed, we'll send you email reminders
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.
Please join the dedicated Global Macro Investment Team for an update on their macro views, positioning and recent performance.
The Global Macro investment strategy seeks to capitalise on the major global themes driving asset class returns. High conviction macro views are reflected in a focused portfolio of long and short positions across equity, fixed income and currency, with the flexibility to adjust exposures in a risk-aware manner as the macro and markets evolve.
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
Please join the dedicated Global Macro Investment Team for an update on their macro views, positioning and recent performance.
The Global Macro investment strategy seeks to capitalise on the major global themes driving asset class returns. High conviction macro views are reflected in a focused portfolio of long and short positions across equity, fixed income and currency, with the flexibility to adjust exposures in a risk-aware manner as the macro and markets evolve.
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
The future of fixed income is anything but fixed—it’s flexible. With the return of market volatility, fixed income investors need to look beyond conventional bond strategies in order to generate returns and mitigate losses.
Nick Gartside, International CIO of the Global Fixed Income, Currency & Commodities Group at J.P. Morgan Asset Management, discusses where he’s currently finding opportunities in the bond markets and why investors need to employ a flexible approach that spans across all global fixed income sectors.
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.
Karen Ward, Chief Market Strategist for EMEA, shares her views on the key themes for the second quarter of 2018.
Watch the webconference replay to hear Karen:
-Consider whether the synchronised recovery, which provided such fertile ground for risk assets in 2017, is faltering
-Discuss the outlook for China and broader emerging markets
-Assess the prospects for US interest rates and the implications for the US economy and global markets
Karen is joined by Clare Hart, portfolio manager for the JPM US Equity Income Fund.
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).
Please join the dedicated Global Macro Investment Team for an update on their macro views, positioning and recent performance.
The Global Macro investment strategy seeks to capitalise on the major global themes driving asset class returns. High conviction macro views are reflected in a focused portfolio of long and short positions across equity, fixed income and currency, with the flexibility to adjust exposures in a risk-aware manner as the macro and markets evolve.
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
Join portfolio managers Shrenick Shah and Josh Berelowitz for an update on the JPM Global Macro Opportunities Fund. Having celebrated its 5 year anniversary in February and successfully navigated recent market volatility, join the call to hear the latest on performance and positioning.
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.
Join James Illsley, portfolio manager of the JPM UK Equity Core Fund, for an update on how rigorous control of active risk in his low cost fund has helped deliver consistent outperformance through previous episodes of economic and political volatility.
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 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
Join Fiona Harris, client portfolio manager for the JPM US Equity Income Fund, as she discusses recent performance, the outlook for value investors in 2018 and what it means for the fund's focus on high quality companies with sustainable dividend yields.
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 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
Join Austin Forey, portfolio manager, and Emily Whiting, client portfolio manager, as they look into the prospects for emerging markets (EM) equities in 2018. Strong EM performance in 2017 put the asset class firmly back on investors' radars and reflected healthy and synchronized global growth and a weakening dollar. We believe these growth and dollar trends will continue through 2018, leading us to expect continued strength and investment opportunities in emerging markets.
Austin and Emily will provide insight into recent performance, current positioning and attractive opportunities our large, experienced team are uncovering for both the JPM Emerging Markets Fund and the JPM Emerging Markets Income Fund.
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 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
Join Karen Ward, Chief Market Strategist for the UK and Europe, for a videocast in which she will explore the key trends and themes that are likely to shape global markets in 2018 and beyond.
Karen will be joined by Shrenick Shah, portfolio manager for the JPM Global Macro Opportunities Fund, who will provide an overview of the fund and illustrate how his team target positive returns in various market conditions.
Please submit questions throughout the call to receive answers from Karen and Shrenick 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).
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 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
Jon Ingram, portfolio manager for the JPM Europe Dynamic (ex-UK) Fund, provides a bitesize update on the fund and its performance in 2017 while looking ahead to what 2018 could bring. Jon will explain how this unconstrained, flexible fund is finding opportunities across European equities
Join Fiona Harris, client portfolio manager for the JPM US Equity Income Fund, as she discusses the outlook for the rest of the year and looks forward to US equities in 2018.
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.
Prepare for the investment challenges ahead with J.P. Morgan’s 22nd annual 2018 Long-Term Capital Market Assumptions. Our experts delve into the secular and cyclical forces likely to influence asset returns over 10 to 15 years.
The official J.P. Morgan Asset Management webconference channel for UK Advisers, Wealth Managers and Paraplanners lets you stay up-to-date with our fund range, the investment markets and major issues currently confronting investors.
To stay up-to-date with our latest webconferences, events, articles and more, follow @JPMAM_UKAdviser on Twitter.
J.P. Morgan Market Insights with Stephanie Flanders (Q2 2015)Stephanie Flanders, Chief Market Strategist for the UK and Europe[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]48 mins
Share with your team
(they'll receive one email invite and nothing else)
[[ email ]]
J.P. Morgan Market Insights with Stephanie Flanders (Q2 2015)Stephanie Flanders, Chief Market Strategist for the UK and Europe[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]48 mins