Name: Jupiter Merlin Portfolios update
Start: 2014-10-14T10:00:00Z
End: 2014-10-14T10:36:00.000Z
Location: BrightTALK
Rating: 4.13

Please join Richard Buxton at 10:00 GMT on 23/05/2022 for his latest update on the Jupiter UK Alpha Fund. Richard will cover the recent market backdrop, fund performance, portfolio activity and the rationale for current positioning, as well as providing his outlook for the market and the strategy. A more detailed schedule of topics to be covered on the call will be made available in due course.

UK Alpha monthly webcast

As inflation and interest rates seem close to peaking, and the amount of negative yielding debt in the world returns towards zero, is it safe to say that sanity has reasserted itself? Or are there other factors – such as geopolitics, deglobalisation, or decarbonisation – that may once again turn the world on its head? In this webcast, the Jupiter Merlin team assess a delicately balanced investment landscape. Please join us on Wednesday 5 April at 11am to hear their latest views.

Has sanity returned to global investment markets?

Value investing has just enjoyed a year of particularly strong performance, however, this follows one of the worst 5 year periods of underperformance ever recorded for value investing.  In this presentation, Ben Whitmore, Dermot Murphy and Brian McCormick will discuss what it has been like managing a global value strategy in these conditions. They will discuss some of the benefits, as well as potential pitfalls, of running a global portfolio and explain where they are currently finding the biggest opportunities.

What’s next for value investing?

Have central bankers already made sufficient policy moves to bring inflation back to target, or is there more to come? With labour markets in many parts of the world remaining tight, Mark Nash, Huw Davies and James Novotny from Jupiter’s Fixed Income Absolute Return team believe that talk of disinflation could be premature. In this upcoming webcast, the team will discuss this uncertain macro backdrop, the outlook for fixed income and how their strategy is currently positioned.

The death of the inflation cycle may be exaggerated

The UK may be headed for a shallow but lengthy recession, yet there are reasons to be positive. Consumer and corporate finances are in decent shape, and UK equities are undervalued by historic standards. Please join Richard Buxton for his next UK Alpha Fund webcast at 10am on February 14. Richard will discuss why he’s staying constructive and how he views the current markets and macroeconomics. Richard will also cover the Jupiter UK Alpha Fund performance and positioning and answer questions from listeners.

Webcast: Staying constructive on UK Equities

Major central banks have raised interest rates at an unprecedented pace over the past year to induce a slowdown in growth and suppress inflation, pushing up bond yields. Is recession a certainty now or can they still succeed in steering the economy towards a soft landing? Will inflation slow? How soon can we expect a central bank pivot? Please join us on Tuesday 7 February to hear the views of Ariel Bezalel and Harry Richards on their outlook for the economy and the fixed income markets.

Webcast:  Prospects for fixed income as growth slows

Inflation was the dominant economic factor of 2022 … but will it subside in 2023? Markets certainly seem to think so, although they’ve been wrong many times before. In this webcast, the Jupiter Merlin team will assess the investment landscape as we end 2022 with central banks suggesting they will slow the pace of interest rate rises. Markets’ initial elation at that news may be tempered, however, by the realisation that the age of virtually free money won’t return any time soon. Please join us on Wednesday 25 January at 11am.

Webcast: Is the worst of the inflation crisis over?

Please join Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, and John Morrison, Director – London, UK, who will take your questions on the Jupiter Merian Global Equity Absolute Return (GEAR) Fund. 
After a year in which traditional, long only approaches to both equities and bonds failed to deliver, Amadeo and John will answer audience questions on how a systematic, market neutral approach to global equities makes sense in 2023. They will address the problems investors have faced in finding diversification during a period of uncertainty in markets. They will also discuss why the GEAR fund has a targeted volatility limit.   
They will update you on recent performance and share how GEAR is positioned in the current market environment.

Why an alternative approach to global equities makes sense in 2023

The Jupiter Merlin team discuss a feast of mixed messages from policymakers. The Federal Reserve continues to swing the baseball bat of interest rate rises, unconcerned by which other economies around the world get clobbered, while the Bank of England sounds apocalyptic warnings about the longest recession in century… but keeps raising rates anyway. What are investors to make of all this? Join the Jupiter Merlin team for their webcast on Wednesday 30 November to find out.

Can economic growth wait for another day?

It’s been a difficult year for fixed income investors as inflation surges, rates rise and the Fed stays hawkish. But amid the market noise and volatility careful investors may find some of the best opportunities in a generation in sovereigns and credit. Please join Ariel Bezalel, Harry Richards and Matthew Morgan for the Jupiter Strategic Bond quarterly webcast at 11:00am on Thursday 27 October. They will discuss performance, the macro outlook and where they see compelling market opportunities.

Looking beyond volatility in fixed income

Please join Dr Amadeo Alentorn, Lead Investment Manager, and Yuangao Liu, Investment Manager, Systematic Equities, for a webcast on the Jupiter Merian Global Equity Absolute Return Fund. 
Amidst concerns about inflation, rising interest rates, and geopolitical tensions, Amadeo and Yuangao will discuss the characteristics of their systematic, market neutral approach. They will address the problems investors face in finding diversification during a year of uncertainty in global equity markets. They will also discuss why the fund has a targeted volatility limit.   
They will update you on recent fund performance and will share how they are positioned in the current market environment. As always, they will be happy to take your questions.

In volatile times, an alternative approach

The macroeconomic outlook is difficult in the UK and globally, with high inflation, rising rates, hawkish central banks and challenging energy supplies. What are the implications for long-term UK equity investors, and where are the opportunities going forward? Please join Richard Buxton for the next Jupiter UK Alpha Fund webcast, at 10am on Oct.18. Richard will share his views on macro conditions, discuss fund performance and positioning, and take questions from listeners.

Finding alpha in UK equities

The Jupiter Merlin team discuss how economics has gone ‘through the looking glass’. As governments and central banks play tug of war across an ideological chasm, global investment markets are having to rediscover how to price risk without the Federal Reserve as backstop

Webcast: Economics goes through the looking glass

There will be big challenges on energy costs and supply this winter. UK fuel bills will surge as the price cap rises, and Europe will struggle to replace Russian gas. What will this mean for the UK economy and the new prime minister? What are the implications for consumers, companies and investors? Please join Richard Buxton for his next webcast, on Sept. 6 at 10am. Richard will discuss the macro-economic outlook and energy security. He will also talk about UK Alpha Fund performance and positioning and take questions from listeners.

Difficult winter ahead?

Economic theory does not describe immutable laws, but simply the sum of all human activities expressed in pounds/dollars/etc. Yet fickle human actions don’t always align to neat theorems. As befuddled policymakers grapple with the complex effects of pandemic and war with crude policy tools, is it any wonder that the world is in disequilibrium? The Jupiter Merlin team will seek to balance this challenging investment picture in their latest webcast, in which they will also discuss Portfolio positioning. Please join us on Wednesday 27th July.

Webcast: Economic theory is losing its battle with reality

Please join Dr Amadeo Alentorn, Lead Investment Manager, and James Murray, Investment Manager, Systematic Equities, for a special presentation on the Jupiter Merian Global Equity Absolute Return Fund. They will address the problems investors face in finding diversification during falling global equities and bond markets and explain why the fund has had low correlation to both  . They will also discuss why seeking  low volatility is key during today’s uncertain markets and explain why the fund has a targeted volatility limit  .  
They will also update you on recent fund performance and will share how they are positioned in the current market environment. As always, they will be happy to take your questions.

Jupiter Merian Global Equity Absolute Return Fund webcast

As recession looms, enduring post-pandemic effects and disruption from the war in Ukraine are stoking the fires of inflation to levels not seen for decades. Yet politicians and central bankers have so far been all at sea, with policy responses that are either slow, ineffective, wrong-headed or all of the above. The Jupiter Merlin team will seek to bring clarity to this complex investment picture in their latest webcast, in which they will also discuss the positioning of their Portfolios. Please join us on Wednesday 29th June.

Can policymakers get a grip before it’s too late?

Is the UK economy headed for a recession? The Bank of England has warned that it may be and that inflation is proving difficult to tame. What might this mean for investors? Please join Richard Buxton, Head of UK Alpha Strategy, for his next monthly UK Alpha Fund webcast at 10am on June 21. Richard will share his views on the markets, the macroeconomics and the major issues for UK equity investors to consider. He will also cover the Jupiter UK Alpha Fund performance and positioning and answer questions from viewers.

Webcast: Slowing growth ahead?

The award-winning Jupiter Independent Funds Team will present their latest thoughts on investment markets and fund choices for the Jupiter Merlin Portfolios. Underlining the importance of the 'new generation', the Team will provide an update on some significant changes to the Portfolios, their new ideas and those fund managers recently added.

Jupiter Merlin Portfolios update

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Jupiter Merlin Portfolios update

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