Name: Are there cheap stocks in a QE world?
Start: 2016-05-20T14:40:00Z
End: 2016-05-20T14:40:16.000Z
Location: BrightTALK
Rating: 5

Please join the Merlin Team at 11:00 on 25/06/2024 for their latest update on the Jupiter Merlin Portfolios. The team will cover the recent market backdrop, fund performance, portfolio activity and the rationale for current positioning, as well as providing their 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.

Merlin Team webcast

Please join Ned Naylor-Leyland at 09:00 AM on 12/06/2024 for his latest update on the Jupiter Gold and Silver Fund. Ned 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.

Gold & Silver webcast

Please join Tim Service & James Gilbert at 10:00am on Tuesday 11 June for their latest update on the Jupiter UK Mid Cap Fund. Tim & James will cover the recent market backdrop, fund performance, portfolio activity and the rationale for current positioning, as well as providing their 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 Mid Cap Webcast

In geopolitical terms, today’s world is surely the least stable it has been since the end of the Cold War, while in economic terms things are hardly plain sailing as talk returns of ‘stagflation’ in the US. Yet most equity markets are up YTD! Rather than the famous ‘wall of worry’, investors have been climbing a mountain. So where are the best long-term opportunities to be found in these markets? Please join the Jupiter Merlin Team on Thursday 23rd May at 11am to hear their latest macro views and an update on positioning of the Portfolios.

Jupiter Merlin Webcast: Climbing a mountain of worry

Please join Amadeo Alentorn and David Sandham at 09:00am on 21/05/2024 for the latest update on the Jupiter Merian Global Equity Absolute Return Fund. Amadeo 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.

Webcast: Jupiter Merian Global Equity Absolute Return Fund

The US economy continues to be resilient despite the highest interest rates in more than two decades. Inflation has surprised to the upside this year, delaying progress towards the 2% target. Bond yields have climbed steadily in 2024 as rate cuts get pushed farther away. What will be the future path for growth and inflation? And what are the opportunities in this environment for fixed income investors? Please join us on Thursday May 16 to hear the views of Ariel Bezalel and Harry Richards as they address some of the questions confronting fixed income investors.

Webcast: Tackling the inflation challenge

Should markets heed Larry Summers’ warning that the next move in rates could be up rather than down? As inflation moves stubbornly sideways and economic growth remains robust, all eyes remain on the Fed as investors seek to guess its next move. Meanwhile, as conflict in the Middle East crosses dangerous new lines, to what extent is this risk priced into current risk assets, really? Please join the Jupiter Merlin Team on Wednesday 1st May at 11am to hear their latest macro views and an update on positioning of the Portfolios.

Jupiter Merlin Webcast: Could the next move in rates be upwards?

Will we see rate cuts this year? Have central bankers got inflation under control? Please join Mark Nash, Huw Davies and James Novotny of Jupiter’s fixed income absolute return team for a March 28 webcast. They will discuss the macro backdrop, the outlook for fixed income and the importance of staying flexible In the current market. They will also talk about how their strategy is positioned and take questions from the audience.

Webcast: Easing into 2024?

As inflation rates in most major economies start to converge around 3%-4%, will central banks feel able to release their grip on interest rates? That cannot come soon enough for impatient markets and deeply indebted governments alike – but is there still complacency about geopolitical risks? Please join the Jupiter Merlin Team on Wednesday 27th March at 11am to hear their latest macro views and an update on positioning of the Portfolios.

Jupiter Merlin Webcast: Is inflation getting back in sync?

Investment managers Mark Nichols and Mark Heslop are fundamental stock pickers looking for high-quality, cash-generative businesses with growing earnings and exposure to long-term secular trends in the European equity market. Please join them and investment director Caroline Cantor for a webcast at 10am on 14 March, when they will discuss the opportunities, positioning, performance and outlook for the Jupiter European equities strategy.

Webcast: Uncovering quality growth companies in Europe

What can we expect from Asia Pacific (ex Japan) equities this year? And where can investors find exciting income and growth opportunities in the region?

Please join us at 10am on Thursday 8th February, when investment manager Jason Pidcock will talk about his team’s approach to investing in Asia Pacific (ex Japan), with a focus on ‘quality income’ stocks. Jason will also discuss where he and the team are currently finding the best opportunities, across both developed and emerging markets, and why they’re continuing to avoid investing in China.

Webcast: Seeking income and growth in Asia Pacific

Falling inflation expectations has led investors to increasingly expect central bank rate cuts in 2024, leading to strong performance across fixed income. A “soft landing” is priced for the global economy. Are recession fears over? Please join us on Tuesday 30 January to hear the views of Ariel Bezalel and Harry Richards as they address some of these questions lingering in the minds of fixed income investors.

Webcast: Is a soft landing certain?

Markets partied to the sound of fireworks as asset prices rallied at the end of 2023, although elsewhere in the world it was the sound of bombs that rang in the new year. Will a turn in the rates cycle in 2024 herald a bull market for equities, or could worrying geopolitical developments shift markets’ focus away from inflation and leave investors running for cover? Please join the Jupiter Merlin Team on Wednesday 24th January at 11am to hear their latest views and an update on the Portfolios.

Webcast: Will the market’s party continue in 2024?

Whether it comes to economics, geopolitics, or markets, investors are currently very uncertain about the outlook for the next twelve months. 

Please join Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, on Tuesday 23 January at 9am GMT, when he will discuss how investors can look to navigate uncertainty in the year ahead. Amadeo will explain why common sense principles such as diversification should be prized over overconfidence in forecasting. He will also discuss Q4 performance of the Jupiter Merian Global Equity Absolute Return (GEAR) Fund, as well as the fund’s current positioning.

The US is mired in debt and its government lurching from one ‘debt ceiling’ deadline to the next, while the Frankenstein’s monster that is the eurozone once again grapples with spiralling Italian bond yields. How long can sticking plasters be put on top of patches, and where can investors seek attractive opportunities in a macroeconomic and geopolitical landscape that seems to be perpetually in crisis mode? Please join the Jupiter Merlin Team on Wednesday 29 November at 11am to hear their latest views and an update on the Portfolios.

Webcast: A system perpetually in crisis mode

The Indian economy is growing rapidly as policy initiatives focused on manufacturing, a robust services sector, digital revolution, a boost in infrastructure spending, and an increasingly affluent young population make it well placed to sustain growth rates higher than the global average. Avinash Vazirani, investment manager, will explain how the nation’s stocks are capturing this optimism and what’s in store for the future.

Webcast:  India – A stellar growth story

What’s in store for fixed income as we stare at a potential recession over the next few months? Will central banks dilute their hawkish posture as disinflationary impulses emerge around the world? Can policy makers avert a hard landing, which could have a telling effect on growth and jobs?  Please join us on Thursday 16 November to hear the views of Ariel Bezalel and Harry Richards, investment managers, Jupiter Strategic Bond, and Matt Morgan, head of fixed income, as they address issues including the evolving geopolitical scenario and oil prices.

Webcast: Gearing up for a recessionary world

The return to the outperformance of emerging markets has a clear driver: the end of US exceptionalism and a return to an environment where the relative growth advantage of emerging markets will shine.

Investors have long looked to China and the US as the sources of global growth, but we believe recent events have seen this paradigm shift. Heightened geopolitical tensions have driven a splintering of global spheres of influence. Going forward, global trade and economic growth may be less dependent on the fortunes of these two nations, and more dependent on cross-border investment between countries.

Emerging markets are the world’s last great growth engine: among other factors, they have vast, young populations; are well educated and entrepreneurial and are rapidly growing their wealth. Greater integration of EM economies helps support this growth and reduces reliance on the slower growing developed world.

With this in mind, we will be hosting a webcast on 15th November at 10am with Nick Payne, fund manager of our Global Emerging Markets Focus strategy. Nick will delve into opportunities in emerging markets and our fund capabilities in this space with plenty of time for questions and discussion.

Why the time is ripe for Emerging Markets

Watch the panel's response to questions at our recent Jupiter Merlin Portfolios Question Time event. The sought after panel included:

•John Chatfeild-Roberts - Jupiter Asset Management
•James Findlay - Findlay Park Partners
•James Hanbury - Odey Asset Management
•Terry Smith - Fundsmith
•Neil Woodford - Woodford Investment Management

Are there cheap stocks in a QE world?

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Are there cheap stocks in a QE world?

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