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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 distill our view of the world into macro themes that provide a robust framework for investing.
Recorded Feb 20 2020 31 mins
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Presentation preview: JPMorgan Investment Funds - Global Macro Opportunities Fund

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  • Channel
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  • JPMorgan Investment Funds - Global Macro Opportunities Fund Jun 18 2020 8:00 am UTC 60 mins
    Global Macro Portfolio Management team
    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 May 21 2020 8:00 am UTC 60 mins
    Global Macro Portfolio Management team
    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: 7603923#
    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
  • Bitesize 30-minute update: JPM Japan Fund Apr 30 2020 8:30 am UTC 75 mins
    Nicholas Weindling
    Japan has seen much progress in the last 5 years. During this call we will be looking at how Japan has reemerged and what sectors and businesses will be beneficiaries of long term secular growth opportunities.

    Join Nicholas Weindling, country specialist for Japan equities and a member of the Japan team within the Emerging Markets and Asia Pacific (EMAP) Equities team as he looks at the performance of the JPM Japan Fund and the wider market.
  • Market watch series 7/7 Apr 29 2020 1:00 pm UTC 75 mins
    Karen Ward, Chief Market Strategist for EMEA and Rick Singh, Portfolio Manager, US Equity Group
    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 Rick Singh for a deep dive into US equities.
  • Bitesize 30-minute update: Emerging market equities Apr 23 2020 8:30 am UTC 90 mins
    Austin Forey, Emily Whiting
    Join Austin Forey, Portfolio Manager and Emily Whiting, Investment Specialist from the Emerging Markets & Asia Pacific Equities as they discuss recent performance of the JPM Emerging Markets Fund and the JPM Emerging Markets Income Fund. They will also be providing an update on the outlook for Emerging Markets, in an economic backdrop dominated by coronavirus.  
  • Market watch series 6/7 Apr 22 2020 1:00 pm UTC 75 mins
    Karen Ward, Chief Market Strategist for EMEA and Iain Stealey, International Chief Investment Officer, GFICC
    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.
  • Bitesize 30-minute update: JPM Europe Dynamic (ex-UK) Fund Apr 21 2020 8:30 am UTC 75 mins
    Jonathan Ingram
    Join Jonathan Ingram, Portfolio Manager of the JPM Europe Dynamic (ex UK) Fund, who will provide an overview of how he is navigating the region hardest hit by the coronavirus outbreak. He will give an update on the performance of the fund, how it is positioned as well as his expectations regarding what the shape of the recovery may look like.
  • JPMorgan Investment Funds - Global Macro Opportunities Fund Apr 16 2020 8:00 am UTC 60 mins
    Global Macro Portfolio Management team
    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: 2135321#
    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
  • Market watch series 5/7 Apr 15 2020 1:00 pm UTC 75 mins
    Karen Ward, Richard Titherington and Tai Hui
    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 Richard Titherington, Chief Investment Officer, Emerging Markets and Asia Pacific Equities and Tai Hui, Chief Market Strategist, Asia Pacific to discuss whether Asia really is past the worst of the COVID-19 crisis and any lessons that can be learned for other economies and markets.
  • Investment grade credit market update: Implications of the COVID-led recession Apr 9 2020 1:00 pm UTC 75 mins
    Kay Herr, Head of Research, Lisa Coleman, Head of Global Credit Investment Team and our Senior Credit Analysts
    The Investment Grade credit markets have behaved more like Junk Bond markets or Emerging Markets during March as investors digested the impact of COVID-19 on major economies and companies. IG Spreads more than tripled from 102bps at the beginning of the year to over 370bps on 20th March and daily moves of 20-50bps became common headlines during the month and Companies rushed to issue a record of $260bn in March ($540bn YTD) in preparation for recession and further disruptions.

    What will the impact be on rating drift and downgrades in the Investment Grade universe, which sectors are most susceptible and what should investors be focused on when assessing the medium and long term impact of the recession into company fundamentals? How have IG markets been trading, how difficult has liquidity been to manage and what impact have the credit buying programs from both the Fed and the ECB had into these markets? Finally, where do we see the best relative value opportunities emerging in IG markets?

    Join our esteemed panel of senior credit analysts and portfolio managers from our GFICC team, including Head of Research, Kay Herr, and Head of Global Credit Investment Team, Lisa Coleman, to discuss their views on corporate fundamentals and market liquidity across key industry sectors and countries, directly from the front line.

    Speakers
    Kay Herr, Head of Research
    Lisa Coleman, Head of Global Credit Investment Team
    Warren Leonard, Senior Research Analyst – Energy
    Michael Kolster, Senior Research Analyst – US Banks
    Edward Mui, Senior Research Analyst – Airlines and EETCs

    Moderated by: Travis Spence, International Head of Investment Specialists

    Standard International Access
    +44 (0) 20 3003 2701
    PIN: 3758709#

    France Toll Free 0805 630062
    Germany Toll Free 0800 673 7933
    Ireland Toll Free 1 800 932 993
    Italy Toll Free 800 905 844
    Netherlands Toll Free 0 800 022 4206
    Spain Toll Free 800 300207
    UK Toll Free 0808 109 0701
    USA Toll Free 1 877 419 2272
  • Bitesize 30-minute update: JPM Asia Growth Fund Apr 9 2020 8:30 am UTC 90 mins
    Joanna Kwok, Emily Whiting
    Join Joanna Kwok, Portfolio Manager and Emily Whiting, Investment Specialist within the Emerging Markets and Asia Pacific Equities team, as they provide an overview of the JPM Asia Growth Fund and discuss why we remain constructive towards the long-term growth of Asia.
  • Market watch series 4/7 Recorded: Apr 8 2020 68 mins
    Karen Ward, Stephen Macklow-Smith & James Illsley
    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 Stephen Macklow-Smith, Portfolio Manager, European Equity Group and James Illsley, UK Equity Portfolio Manager, International Equity Group, for a deep dive into UK, European and global equities.
  • JPMorgan Investment Funds – Income Opportunity Fund Recorded: Apr 7 2020 28 mins
    Bill Eigen, CIO
    Tuesday 7 April at 15:00 BST / 16:00 CET


    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.

    If you are dialling in please use the details below with the pin: 0751526#
    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
  • Bitesize 30-minute update: JPM US Equity Income Fund Recorded: Apr 1 2020 34 mins
    Fiona Harris, Clare Hart
    Join Clare Hart, Portfolio Manager and Fiona Harris, Investment Specialist for the JPM US Equity Income Fund, as they discuss recent performance of the fund and provide an update on the outlook for US investors.
  • Market watch series 3/7 Recorded: Apr 1 2020 62 mins
    Karen Ward, Chief Market Strategist for EMEA and Shrenick Shah, Head of Macro Strategies
    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.
  • J.P. Morgan American Investment Trust plc Webconference Recorded: Mar 30 2020 38 mins
    Tim Parton and Jonathan Simon, Co-portfolio Managers of the JPMorgan American Investment Trust plc
    Join Tim Parton and Jonathan Simon, co-portfolio managers of the JPMorgan American Investment Trust plc, as they discuss the trust’s recent performance, current positioning and outlook for the US market with Fiona Harris. Don’t miss this opportunity to put forward your questions to the portfolio managers and to discover how JAM can benefit US investors.
  • Bitesize 30-minute update: JPM UK Equity Core Fund Recorded: Mar 26 2020 20 mins
    Andrew Robbens, James Illsley
    Join James Illsley, portfolio manager of the JPM UK Equity Core Fund and JPM UK Equity Plus Fund, who will outline his views on the future of the UK equity market as well as provide an update on our UK equity strategies in light of the uncertainty over Brexit and, more recently, with the development of COVID-19.
  • Market watch series 2/7 Recorded: Mar 25 2020 69 mins
    Karen Ward, Chief Market Strategist for EMEA and John Bilton, Head of Global Multi-Asset Strategy, Multi-Asset Solutions team
    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 John Bilton for a deep dive into multi-asset investing.
  • JPMorgan Investment Funds - Global Macro Opportunities Fund Recorded: Mar 19 2020 43 mins
    Global Macro Portfolio Management team
    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: 0920094#
    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
  • Market watch series 1/7 Recorded: Mar 18 2020 64 mins
    Karen Ward, Iain Stealey and Seamus Mac Gorain
    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 Iain Stealey, International Chief Investment Officer, Global Fixed Income, Currency and Commodities (GFICC) group
    and Seamus Mac Gorain, Head of Global Rates (GFICC) group, for a deep dive into fixed income.
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  • Title: JPMorgan Investment Funds - Global Macro Opportunities Fund
  • Live at: Feb 20 2020 9:00 am
  • Presented by: Global Macro Portfolio Management team
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