Guide to the Markets: What's ahead? (May 2012)

Tom Elliott - Global Strategist
Hear global strategist Tom Elliott give his thoughts on the major issues shaping world markets, as well as answering your questions on the topics affecting the current financial outlook.
May 3 2012
28 mins
Guide to the Markets: What's ahead? (May 2012)
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  • JPM Emerging Markets Income Fund update Nov 27 2014 9:30 am UTC 60 mins
    As increasing numbers of investors look to Emerging Markets to diversify their income source, or as a less volatile exposure to EM, hear Portfolio Manager, Omar Negyal discuss the JPMorgan Emerging Markets Income Fund.

    This fund can provide access to high yielding stocks across a wide range of emerging market companies, markets and sectors, allowing your clients access to a powerful combination of income and growth.

    The call will offer insight into the current market environment, how we are currently positioned and stock level changes in the fund.
  • JPM Emerging Markets Fund update Sep 23 2014 8:30 am UTC 60 mins
    2013 was a challenging year for Emerging Markets, as the asset class was impacted by the ongoing uncertainties of tapering and subsequent effect on currencies.

    Hear Portfolio Manager Leon Eidelman discuss the environment in 2014, our portfolio positioning and changes and why this asset class continues to be one that long-term investors shouldn’t ignore.
  • Emerging market strategy quarterly review Jul 17 2014 2:00 pm UTC 60 mins
    This strategy webconference hosted by George Iwanicki, our dedicated Emerging Markets Macro Strategist, draws heavily on the discussions we have as a team in our weekly macro calls, monthly asset allocation meetings and 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. The investment outlook is 12 months and will be updated on a quarterly basis.

    Don't miss this opportunity to hear from our emerging markets specialist and put forward your questions.
  • JPM Emerging Markets Income Fund update Jul 10 2014 8:30 am UTC 60 mins
    As increasing numbers of investors look to Emerging Markets to diversify their income source, or as a less volatile exposure to EM, hear Richard Titherington discuss the JPMorgan Emerging Markets Income Fund.

    This fund can provide access to high yielding stocks across a wide range of emerging market companies, markets and sectors, allowing your clients access to a powerful combination of income and growth.

    The call will offer insight into the current market environment, how we are currently positioned and stock level changes in the fund.
  • JPM Dynamic Funds update May 8 2014 8:30 am UTC 60 mins
    The UK economy is showing signs of a broad-based recovery, with conditions improving across the manufacturing, services and construction sectors. Whilst in Europe, the corporate sector is particularly well placed to benefit from any recovery in regional growth.

    Hear Jon Ingram, head of the Dynamic team at J.P. Morgan Asset Management, as he discusses the portfolio positioning and how the JPM UK Dynamic and JPM Europe Dynamic (ex-UK) Funds provide access to our best investment opportunities across both UK and European equity markets.
  • Quarterly Market Insights update - Stephanie Flanders and Richard Titherington Apr 30 2014 8:30 am UTC 60 mins
    Join Stephanie Flanders, Chief Market Strategist for the UK and Europe, and special guest Richard Titherington, Chief Investment Officer and Head of the Emerging Markets Equity Team, for the Q2 2014 Quarterly Market Insights webconference.

    Put your questions to Stephanie and Richard on the issues that matter to your clients, as they share their views on the themes shaping global markets today, as well as offer insight into the current performance of emerging markets.

    In this call Stephanie will discuss the following themes:

    - 2014 has been kinder to core fixed income assets than previously expected, but the eventual rise in interest rates will still create challenges for the asset class and underlines the need for a diversified approach to fixed income investing
    -The European recovery has not yet been reflected in corporate earnings. Will this year see a turn in the earnings cycle?
    -Emerging markets have become an unloved asset class, but current valuations are difficult to ignore for the long term investor
    -Political risks create uncertainty and add to market volatility, but investors should focus on fundamentals when taking a long term approach

    In the UK, this call will qualify you for 45 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII).
  • Onside with Gartside (Q2 2014) Recorded: Apr 24 2014 32 mins
    Hear Iain Stealey, co-manager of JPM Strategic Bond Fund, discuss how your clients can take advantage of the most compelling opportunities from across the global fixed income spectrum while minimising risk.

    In particular, Iain will cover:

    • Fixed income returns have surprised investors year to date, as weaker data, lower inflation and geopolitical unrest have impacted markets

    • However with the Federal Reserve quantitative easing program coming to an end and the expectation of rate hikes by both the Fed and the Bank of England coming in 2015, the next big move in bond yields will be higher

    • In this environment a flexible, unconstrained fixed income portfolio will be important to navigate markets going forward

    This call will qualify you for 30 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII).
  • Emerging market strategy quarterly review Recorded: Apr 15 2014 44 mins
    This strategy webconference hosted by George Iwanicki, our dedicated Emerging Markets Macro Strategist, draws heavily on the discussions we have as a team in our weekly macro calls, monthly asset allocation meetings and 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. The investment outlook is 12 months and will be updated on a quarterly basis.

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

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

    Password: 30433

    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
  • Opportunities beyond investment grade – JPM Global High Yield Bond Fund Recorded: Apr 10 2014 31 mins
    High yield bonds offer higher yields than government or investment grade bonds to compensate investors for the increased risk of default.

    With corporate health at peak levels and spreads attractive relative to default expectations, hear Robert Cook, portfolio manager and David Seaman, client portfolio manager for the JPM Global High Yield Bond Fund, as he discusses the portfolio positioning and the many opportunities beyond investment grade.
  • A gateway to the new Japan Recorded: Mar 27 2014 27 mins
    Japan’s economic revival is highlighting several secular investment themes that have the potential to deliver strong returns for long-term investors.

    Finding the companies that will do well, is best achieved through an on-the-ground presence. Hear portfolio manager Nicholas Weindling, based in Tokyo, discuss the environment in 2014, our portfolio positioning and why this fund is an attractive choice for investors looking to fully capitalize on Japan’s economic revival.
  • JPM Emerging Markets Fund update Recorded: Mar 20 2014 25 mins
    2013 was a challenging year for Emerging Markets, as the asset class was impacted by the ongoing uncertainties of tapering and subsequent effect on currencies.

    Hear Portfolio Manager Austin Forey discuss the environment in 2014, our portfolio positioning and changes and why this asset class continues to be one that long-term investors shouldn’t ignore.
  • Opportunities within the natural resources sector Recorded: Mar 13 2014 33 mins
    The commodities sector appears to have turned a corner and a number of supporting factors warrant a serious consideration of an exposure to resources equities.

    Hear Neil Gregson, manager of the JPM Natural Resources Fund, as he discusses how the fund is positioned to benefit from a diversified exposure to the sector, with a tilt towards ‘production growth’ to capture the most compelling investment opportunities
  • A global multi-asset approach to income investing Recorded: Mar 4 2014 28 mins
    Many people rely on their savings to provide an income, whether to pay school fees or to help cover the bills. But today’s low yield environment means your clients may be finding it hard to meet their everyday income needs.

    Hear Rob Worthington, JPM Multi-Asset Income Fund client portfolio manager, as he discusses how the fund goes further in search of income, drawing on the global resources of J.P. Morgan Asset Management to seek out yield wherever in the world it is to be found.
  • JPM Fusion Fund of Funds update Recorded: Feb 27 2014 31 mins
    Join Tony Lanning, JPM Fusion Funds Fund Manager, as he discusses current market conditions and performance of the Fusion range. Tony will also share where he feels future market opportunities exist and how these affect the Fusion range.
  • JPM US Equity Income Fund update Recorded: Feb 25 2014 36 mins
    Join JPM US Equity Income Fund manager, Clare Hart, and client portfolio manager, Lee Spelman, as they discuss how the fund’s focus on high quality companies with sustainable dividend yields can provide an ideal way for your clients to share in the attractive long-term returns from the US stock market.
  • Active Index Plus: An alternative to passive investing? Recorded: Feb 13 2014 26 mins
    Investors in passively managed tracker funds and ETFs are attracted by low fees and certainty of return compared to the benchmark, but they give up the chance to outperform the stock market over time.

    Hear portfolio manager, James Illsley, as he discusses how the JPM Active Index Plus Fund can offer a real alternative to passive funds, providing the chance to meaningfully outperform the UK stock market over time.
  • Quarterly Market Insights update with Stephanie Flanders (Q1 2014) Recorded: Jan 30 2014 51 mins
    The Market Insights team is delighted to introduce our new Chief Market Strategist for the UK and Europe, former BBC News Economics Editor Stephanie Flanders.

    Join Stephanie for the Q1 2014 Quarterly Market Insights webconference as she provides an update on the latest additions to the Guide to the Markets chart pack and be among the first to put your questions to her on the issues that matter to you and your clients.

    Stephanie will share her views on the themes shaping global markets in a call hosted by Andrew Goldberg, Global Market Strategist and Head of the Market Insights Strategy Team in Europe.

    In the UK, this call will qualify you for 45 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII).
  • Emerging market strategy quarterly review Recorded: Jan 23 2014 47 mins
    This strategy webconference hosted by George Iwanicki, our dedicated Emerging Markets Macro Strategist, draws heavily on the discussions we have as a team in our weekly macro calls, monthly asset allocation meetings and 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. The investment outlook is 12 months and will be updated on a quarterly basis.

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

    Password: 28488

    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
    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
  • Onside with Gartside (Q1 2014) Recorded: Jan 16 2014 28 mins
    Hear Nick Gartside and Iain Stealey, JPM Strategic Bond Fund co-managers, discuss how your clients can take advantage of the most compelling opportunities from across the global fixed income spectrum while minimising risk.
  • Decision Point: The Fed’s taper decision and what to look for in 2014 Recorded: Dec 19 2013 40 mins
    PLEASE NOTE: This call is audio only.

    The decision of the US Federal Reserve (the Fed) to taper asset purchases has captivated markets. With most pundits placing 50/50 odds on a December taper, Wednesday’s Fed meeting is shaping up to be the marquee event remaining on this year’s economic calendar.

    Please join Stephanie Flanders, Chief Market Strategist for Europe and the UK, for this interactive Q&A session, as she analyses the Fed’s decision and its implications for investors.

    Please note, this call can be accessed either via your computer, or by dialling in.

    Dial in details available:

    Conference ID: 26643670

    Austria Free Call 0800 005 311
    Belgium Free Call 0800 408 64
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    Europe Standard Call +44 (0) 1452 555 566
    Finland Free Call 0800 112 363
    France Free Call 0805 632 056
    Germany Free Call 0800 101 4960
    Italy Free Call 8009 874 96
    Luxembourg Free Call 8002 7512
    Mexico Free Call 0018 665 203 144
    Netherlands Free Call 0800 023 5091
    Norway Free Call 8001 9414
    Portugal Free Call 8008 120 40
    Spain Free Call 8000 995 39
    Sweden Free Call 0200 890 171
    Switzerland Free Call 0800 828 006
    UK Local Call 0844 493 3800
    USA Free Call 1866 966 9439
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  • Title: Guide to the Markets: What's ahead? (May 2012)
  • Live at: May 3 2012 2:00 pm
  • Presented by: Tom Elliott - Global Strategist
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