Name: Important changes: JPMorgan American Investment Trust plc
Start: 2019-03-21T14:30:00Z
End: 2019-03-21T14:30:34.000Z
Location: BrightTALK
Rating: 5

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.

Please join the Macro Strategies team for an update on their macro and market views, positioning and recent performance. The team will refer to data for the JPMorgan Investment Funds — Global Macro Opportunities Fund as representative of the funds they manage.

The Macro Strategies team follows a macro, focused and flexible approach, investing in long and short positions across equity, fixed income, currency and gold, globally. Don’t miss this opportunity to discover how they are positioning for the current macro and market environment, and put forward your questions in a live Q&A

Standard International Access - +44 (0) 20 3003 2701
PIN: 2497237#

UK Toll Free - 0808 109 0701
USA Toll Free - 1 877 419 2272
Austria Toll Free - 0800 005 385
Belgium Toll Free - 0800 746 56
Denmark Toll Free - 8088 8650
Finland Toll Free - 0800 914671
France Toll Free - 0805 630062
Germany Toll Free - 0800 673 7933
Hungary Toll Free - 06 800 13361
Ireland Toll Free - 1 800 932 993
Italy Toll Free - 800 905 844
Luxembourg Toll Free - 800 2 6439
Netherlands Toll Free - 0 800 022 4206
Norway Toll Free - 800 19 458
Poland Toll Free - 0 0 800 707 065
Portugal Toll Free - 800 814 156
Spain Toll Free - 800 300207
Sweden Toll Free - 020 089 6388
Switzerland Toll Free - 0800 800 039
USA Local (NYC) - +1 646 843 4609

JPMorgan Investment Funds - Macro Strategies

*This event will start at 3:20PM*

Over the last decade in the US, we have experienced a market preference for growth over value, with a winner takes all approach intensifying in 2020. However, with an uncertain outlook and with the hunt for income becoming increasingly difficult, we believe investors need to take a more balanced approach to US equities. Fiona Harris will talk through areas in the US equity market where there are opportunities, where we have concerns and what we are seeing in regards to dividends. 

Fiona Harris is investment specialist for the Morningstar Gold Rated JPM US Equity Income Fund.

Morningstar Investment Conference: Meet the Manager

Please join the Macro Strategies team for an update on their macro and market views, positioning and recent performance. The team will refer to data for the JPMorgan Investment Funds — Global Macro Opportunities Fund as representative of the funds they manage.

The Macro Strategies team follows a macro, focused and flexible approach, investing in long and short positions across equity, fixed income, currency and gold, globally. Don’t miss this opportunity to discover how they are positioning for the current macro and market environment, and put forward your questions in a live Q&A


Standard International Access - +44 (0) 20 3003 2701
PIN: 0501924#

UK Toll Free - 0808 109 0701
USA Toll Free - 1 877 419 2272
Austria Toll Free - 0800 005 385
Belgium Toll Free - 0800 746 56
Denmark Toll Free - 8088 8650
Finland Toll Free - 0800 914671
France Toll Free - 0805 630062
Germany Toll Free - 0800 673 7933
Hungary Toll Free - 06 800 13361
Ireland Toll Free - 1 800 932 993
Italy Toll Free - 800 905 844
Luxembourg Toll Free - 800 2 6439
Netherlands Toll Free - 0 800 022 4206
Norway Toll Free - 800 19 458
Poland Toll Free - 0 0 800 707 065
Portugal Toll Free - 800 814 156
Spain Toll Free - 800 300207
Sweden Toll Free - 020 089 6388
Switzerland Toll Free - 0800 800 039
USA Local (NYC) - +1 646 843 4609

Climate change is set to have significant social and environmental impacts, but the economic impact is still poorly understood. While it is an imperative for the planet, it is a complex issue with different moving parts, time frame, and externalities. 

On 28th September, join Jennifer Wu, Global Head of Sustainable Investing at J.P. Morgan Asset Management, and Anton Pil, Global Head of Alternatives at J.P. Morgan Asset Management as they will assess the risks and opportunities of climate change and how this affects different countries, sectors and its wider implication for the Alternatives business.

Climate Change: Time to check your Alternatives

Please join the Macro Strategies team for an update on their macro and market views, positioning and recent performance. The team will refer to data for the JPMorgan Investment Funds — Global Macro Opportunities Fund as representative of the funds they manage.

The Macro Strategies team follows a macro, focused and flexible approach, investing in long and short positions across equity, fixed income, currency and gold, globally. Don’t miss this opportunity to discover how they are positioning for the current macro and market environment, and put forward your questions in a live Q&A


Standard International Access - +44 (0) 20 3003 2701
Pin: 2352702#

UK Toll Free - 0808 109 0701
USA Toll Free - 1 877 419 2272
Austria Toll Free - 0800 005 385
Belgium Toll Free - 0800 746 56
Denmark Toll Free - 8088 8650
Finland Toll Free - 0800 914671
France Toll Free - 0805 630062
Germany Toll Free - 0800 673 7933
Hungary Toll Free - 06 800 13361
Ireland Toll Free - 1 800 932 993
Italy Toll Free - 800 905 844
Luxembourg Toll Free - 800 2 6439
Netherlands Toll Free - 0 800 022 4206
Norway Toll Free - 800 19 458
Poland Toll Free - 0 0 800 707 065
Portugal Toll Free - 800 814 156
Spain Toll Free - 800 300207
Sweden Toll Free - 020 089 6388
Switzerland Toll Free - 0800 800 039
USA Local (NYC) - +1 646 843 4609

There remains significant uncertainty when investing in traditional fixed income instruments as forward looking returns do not look promising. Interest rates remain near their all-time lows. We believe a flexible, absolute return approach could be crucial to navigate this unprecedented fixed income market.

Listen to our quarterly web conference to hear Bill Eigen, CIO, discuss how his team are managing portfolios in this environment.

JPMorgan Investment Funds – Income Opportunity Fund

Please join the Macro Strategies team for an update on their macro and market views, positioning and recent performance. The team will refer to data for the JPMorgan Investment Funds — Global Macro Opportunities Fund as representative of the funds they manage.

The Macro Strategies team follows a macro, focused and flexible approach, investing in long and short positions across equity, fixed income, currency and gold, globally. Don’t miss this opportunity to discover how they are positioning for the current macro and market environment, and put forward your questions in a live Q&A

Standard International Access:  +44 (0) 20 3003 2701
PIN: 5848059#

UK Toll Free - 0808 109 0701
USA Toll Free - 1 877 419 2272
Austria Toll Free - 0800 005 385
Belgium Toll Free - 0800 746 56
Denmark Toll Free - 8088 8650
Finland Toll Free - 0800 914671
France Toll Free - 0805 630062
Germany Toll Free - 0800 673 7933
Hungary Toll Free - 06 800 13361
Ireland Toll Free - 1 800 932 993
Italy Toll Free - 800 905 844
Luxembourg Toll Free - 800 2 6439
Netherlands Toll Free - 0 800 022 4206
Norway Toll Free - 800 19 458
Poland Toll Free - 0 0 800 707 065
Portugal Toll Free - 800 814 156
Spain Toll Free - 800 300207
Sweden Toll Free - 020 089 6388
Switzerland Toll Free - 0800 800 039
USA Local (NYC) - +1 646 843 4609

In this period of uncertainty, join us to discuss the latest COVID-19 developments and market implications in our weekly series. This week, Karen Ward, Chief Market Strategist for EMEA, will provide a market update, and will be joined by Bill Eigen, Chief Investment Officer, Absolute Return and Opportunistic Fixed Income Team.

Market watch series 20

In this period of uncertainty, join us to discuss the latest COVID-19 developments and market implications in our weekly series. This week, Mike Bell will provide a market update, and will be joined by Katy Thorneycroft for a deep dive into multi-asset investing.

Market watch series 19

Please join the Macro Strategies team for an update on their macro and market views, positioning and recent performance. The team will refer to data for the JPMorgan Investment Funds — Global Macro Opportunities Fund as representative of the funds they manage.

The Macro Strategies team follows a macro, focused and flexible approach, investing in long and short positions across equity, fixed income, currency and gold, globally. Don’t miss this opportunity to discover how they are positioning for the current macro and market environment, and put forward your questions in a live Q&A.

Standard International Access - +44 (0) 20 3003 2701
PIN: 7207887#

UK Toll Free - 0808 109 0701
USA Toll Free - 1 877 419 2272
Austria Toll Free - 0800 005 385
Belgium Toll Free - 0800 746 56
Denmark Toll Free - 8088 8650
Finland Toll Free - 0800 914671
France Toll Free - 0805 630062
Germany Toll Free - 0800 673 7933
Hungary Toll Free - 06 800 13361
Ireland Toll Free - 1 800 932 993
Italy Toll Free - 800 905 844
Luxembourg Toll Free - 800 2 6439
Netherlands Toll Free - 0 800 022 4206
Norway Toll Free - 800 19 458
Poland Toll Free - 0 0 800 707 065
Portugal Toll Free - 800 814 156
Spain Toll Free - 800 300207
Sweden Toll Free - 020 089 6388
Switzerland Toll Free - 0800 800 039
USA Local (NYC) - +1 646 843 4609

In this period of uncertainty, join us to discuss the latest COVID-19 developments and market implications in our weekly series. This week, Karen Ward, Chief Market Strategist for EMEA, will provide a market update, and will be joined by Mark Davids, Portfolio Manager, Emerging Markets and Asia Pacific Equities and Tai Hui, Chief Market Strategist, Asia Pacific.

Market watch series 18

The JPM Asia Growth Fund leverages the broad resources and knowledge within our Emerging Markets and Asia Pacific platform, to deliver exposure to the long-term structural changes driving Asia’s dynamic growth.

Join Mark Davids, Portfolio Manager and Emily Whiting, Investment Specialist, as they provide an update on the performance of our fund with a focus on long-term growth for Asia.

Bitesize update: JPM Asia Growth Fund

Join Hugh Gimber, Global Market Strategist, as he discusses the recent spread of the COVID-19 virus and the implications for the global economy and markets. He will be joined by Dr David Kelly, Chief Global Strategist, to dive deeper into the implications of the virus for the US economy, and potential consequences for the outcome of the US election.

Market watch series 17

In this period of uncertainty, join us to discuss the latest COVID-19 developments and market implications in our weekly series. This week, Karen Ward will provide a market update, and will be joined by Shrenick Shah for a deep dive into macro strategies.

Market watch series 16

Join James Illsley, portfolio manager of the JPM UK Equity Plus Fund as he provides an update on the performance of this fund and also discusses our UK equity strategies in light of current market volatility.

Bitesize update: JPM UK Equities Webconference

In this period of uncertainty, join us to discuss the latest COVID-19 developments and market implications in our weekly series. This week, Karen Ward will provide a market update, and will be joined by Iain Stealey for a deep dive into fixed income.

Market watch series 15

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. 

If you are dialling in please use the details below with the pin: 8602914#
Standard International Access - +44 (0) 20 3003 2701
UK Toll Free - 0808 109 0701
USA Toll Free - 1 877 419 2272
Austria Toll Free - 0800 005 385
Belgium Toll Free - 0800 746 56
Denmark Toll Free - 8088 8650
Finland Toll Free - 0800 914671
France Toll Free - 0805 630062
Germany Toll Free - 0800 673 7933
Hungary Toll Free - 06 800 13361
Ireland Toll Free - 1 800 932 993
Italy Toll Free - 800 905 844
Luxembourg Toll Free - 800 2 6439
Netherlands Toll Free - 0 800 022 4206
Norway Toll Free - 800 19 458
Poland Toll Free - 0 0 800 707 065
Portugal Toll Free - 800 814 156
Spain Toll Free - 800 300207
Sweden Toll Free - 020 089 6388
Switzerland Toll Free - 0800 800 039
USA Local (NYC) - +1 646 843 4609

JPMorgan Investment Funds - Global Macro Opportunities Fund

In this period of uncertainty, join us to discuss the latest COVID-19 developments and market implications in our weekly series. This week, Karen Ward will provide a market update, and will be joined by Francesco Conte, Portfolio Manager, European Equities.

Market watch series 14

On 20 March 2019, the Board of JPMorgan American Investment Trust plc announced their intention to change the large cap component of the Company by transitioning to a high-conviction investment approach.

Subject to shareholder approval, the large cap component will transition from a portfolio of approximately 60 stocks led by Garrett Fish to a concentrated portfolio of 30-40 stocks led by co-managers Jonathan Simon and Timothy Parton. 

In this call, Simon Crinage, Head of Investment Trusts, J.P. Morgan Asset Management and co-portfolio managers Jonathan Simon and Timothy Parton, will describe the proposed changes taking place and introduce you to their value and growth investment approach.

Important changes: JPMorgan American Investment Trust plc

Investment Trusts

JPMorgan American Investment Trust

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

Get powerful market trends insights that are shaping the M

Mergers and Acquisitions

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.

Important changes: JPMorgan American Investment Trust plc

Presented by

About this talk

More from this channel