Name: Are you relative investors or Absolute Return investors?
Start: 2016-05-20T15:10:00Z
End: 2016-05-20T15:17:25.000Z
Location: BrightTALK
Rating: 0

Please join the Merlin team at 11:00 BST on 26/07/2023 for their latest webcast. 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 monthly webcast

Britons must accept they are poorer’ says the Bank of England, as it keeps raising interest rates. The UK faces ‘eye-wateringly difficult economic choices’, says the Chancellor, while putting off those choices until after the next election. Policymakers have consistently failed to grapple with these economic challenges, while markets are perplexed by conflicting messages and data. In this webcast, the Jupiter Merlin team will discuss their view on the market backdrop. Please join us on Wednesday 31 May at 11am to hear their latest views.

Is the world gripped by a lazy economic consensus?

All eyes are on the US Federal Reserve to gauge its future course of action in a world marked by stubborn inflation, lacklustre growth, tight labour markets, heightened geopolitical tensions and high interest rates. Will they be able to avert a hard landing? Will there be substantial rate cuts in the coming months?  Please join us on Tuesday May 30 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. Luca Evangelisti, head of credit research, will provide an update on the banking sector.

Webcast: A game of probabilities

UK economic growth is flat while the outlook for the future seems sluggish. Meanwhile, inflation is proving stickier than in other developed economies but the Bank of England – tempted to raise rates further – must keep a watchful eye on the property markets. Yet even in tough times the best companies can grow and gain market share. Please join Richard Buxton for his next UK Alpha Fund webcast on 23 May at 10am, where he will give his views on markets, provide an update on fund positioning, and will answer questions from listeners.

Is the UK economy stuck in a rut?

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

Webcast and Q&A: Jupiter Merian Global Equity Absolute Return Fund

Are you worried about where the world is headed over the next 30 years? Bond markets are not! A yield of c3.5% on the US 30-Year Treasury says that a fairly trifling return is all the compensation needed for the coming three decades of geopolitical earthquakes and economic ructions. Are risks being foolishly ignored, or is this a classic case of markets ‘climbing a wall of worry’? In this webcast, the Jupiter Merlin team try to make sense of the situation. Please join us on Wednesday 26 April at 11am to hear their latest views.

Webcast: Should you be worried about something?

Investment managers Mark Nichols and Mark Heslop prefer to look beyond the macro environment to focus on companies – seeking high-quality, cash generative businesses with earnings growth and exposure to long-term secular trends. Please join both Marks for a webcast at 10am on April 20th, when they will discuss the opportunities and outlook for the Jupiter European Fund. They will cover positioning and performance as well as the importance of quality and pricing power.

Finding quality in European equities

As inflation and interest rates are possibly 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

Watch the panel's responses to the above questions from our recent Jupiter Merlin Portfolios QuestionTime. John Chatfeild-Roberts, Head of Strategy, Jupiter Independent Funds Team, hosted the lively panel debate which covered a range of topical themes.
The highly respected panel included:
•James Findlay - Findlay Park Partners
•James Hanbury - Odey Asset Management
•Terry Smith - Fundsmith
•Neil Woodford - Woodford Investment Management

Are you relative investors or Absolute Return investors?

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Are you relative investors or Absolute Return investors?

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