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The Team - Jupiter Merlin Portfolios

Meet the Jupiter Independent Funds team.
Recorded Sep 29 2016 3 mins
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Jupiter Independent Funds Team
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  • Q2 Jupiter Asian Income Fund and Jupiter Japan Income Fund Webcast May 11 2021 9:00 am UTC 60 mins
    Jason Pidcock and Dan Carter
    Please join Jason Pidcock, Fund Manager and Head of Strategy, Asian Income and Dan Carter, Fund Manager, Japan at 10.00am on Tuesday 11 May for their latest update on the Jupiter Asian Income Fund and the Jupiter Japan Income Fund. Jason and Dan will cover the recent market backdrop, fund performance, portfolio activity and the rationale for current positioning, as well as providing his/her 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.
  • Jupiter Global Emerging Market Debt Webcast May 5 2021 8:00 am UTC 60 mins
    Alejandro Arevalo, Reza Karim and Matthew Morgan
    Please join Alejandro Arevalo, Head of EMD, Reza Karim, Assistant Fund Manager and Matthew Morgan, Investment Director on Wednesday 5 May for their latest update on the Jupiter Global Emerging Market Debt strategies. 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.
  • A coiled Spring? Apr 20 2021 9:00 am UTC 60 mins
    Richard Buxton
    It’s Springtime, and all eyes are on the vaccine rollout, the gradual reopening of the economy, a probable boom in consumer activity and pickup in corporate spending. But what about inflation prospects and rising bond yields? Please join Richard Buxton, Head of UK Alpha Strategy, at 10am (London time) on 20 April for his monthly UK Alpha Fund webcast. Richard will discuss his outlook, market views and fund performance and explain why it’s hard not to be optimistic.
  • Systematic equities Q1 review: PM webcast Apr 13 2021 3:30 pm UTC 60 mins
    Ian Heslop and Amadeo Alentorn
    Please join Dr Ian Heslop and Dr Amadeo Alentorn, co-heads of systematic equities, for their quarterly review. They will update you on the systematic equities team’s latest market analysis and share with you their assessment of recent changes in investor sentiment and risk appetite.
    They will review the performance of the strategies managed by the team and will explain how they are positioned in the current market environment. As always, they will be happy to take your questions.
  • Systematic equities Q1 review: AM webcast Apr 13 2021 7:30 am UTC 60 mins
    Ian Heslop and Amadeo Alentorn
    Please join Dr Ian Heslop and Dr Amadeo Alentorn, co-heads of systematic equities, for their quarterly review. They will update you on the systematic equities team’s latest market analysis and share with you their assessment of recent changes in investor sentiment and risk appetite.
    They will review the performance of the strategies managed by the team and will explain how they are positioned in the current market environment. As always, they will be happy to take your questions.
  • Winter of discontent turning to glorious summer? Recorded: Mar 31 2021 60 mins
    Jupiter Merlin team
    In this webcast, the Jupiter Merlin team discuss the potential for a swift economic recovery from the summer onwards as the UK’s lockdown ends. Did Rishi Sunak’s budget strike the right balance? How much is already in asset prices? How far behind are other countries, and should we be worried about rising bond yields and central bank’s being happy to run their economies hot? Also, the team will discuss Portfolio positioning in this investment environment.

    Please join us on Wednesday 31st March for what promises to be a fascinating webcast.
  • The End of Lockdown Is in Sight Recorded: Mar 24 2021 48 mins
    Richard Buxton
    As schooling resumes, the UK can look forward to further easing of lockdown restrictions during the second quarter, and prospects for a strong recovery in the second half of the year. Please join Richard Buxton, Head of Strategy, UK Alpha, at Jupiter Asset Management, at 10am GMT on March 24 for his monthly webcast, where he will discuss the outlook for the economy, global financial markets and UK large-cap stocks. Richard also will review the UK Alpha portfolio performance and positioning and answer questions from investors.
  • Generating alpha through focused risk management Recorded: Mar 23 2021 63 mins
    Harry Richards & Adam Darling
    In this webcast, Harry Richards and Adam Darling (Fund Managers, Fixed Income) will provide an introduction to the Jupiter Corporate Bond Fund, as they approach 3 years managing the fund. They’ll explain how they navigated the volatility in credit markets, generating alpha through focused risk management, and outline what they think the future holds.

    Please join Harry, Adam and host Sam Pennefather (Head of Key Accounts and Strategic Partnerships) on Tuesday 23 March at 10am for what promises to be an interesting and informative session.
  • Bond Market Returns at Risk? The SARB View Recorded: Mar 16 2021 43 mins
    Mark Nash and Huw Davies
    Is the reflation trade still valid? Are we on track for further dollar and bond weakness and cyclical asset strength? Please join Mark Nash, Fund Manager, Fixed Income, and Huw Davies, Investment Director, Fixed Income, on the quarterly webcast for the Jupiter Strategic Absolute Return Bond Fund, at 9am GMT on March 16. They will discuss the fund’s positioning and performance, as well as their views on the reflation trade and the outlook for risk, rates and the dollar.
  • Could this be the best year for EMD? Recorded: Mar 11 2021 36 mins
    Alejandro Arevalo and Reza Karim
    With strong inflows returning to the asset class, are we set for a bumper return in EMD? Or is the market too complacent about the high debt levels created during the pandemic shock? On Thursday 11 March at 9am, join Alejandro Arevalo, Head of EMD, Reza Karim, Assistant Fund Manager, and Matthew Morgan, Investment Director, as they discuss the big challenges like rising yields and high debt levels. In addition, they will share where they see the best opportunities for the rest of the year and how their funds are positioned.
  • A Better Backdrop for UK Mid Caps Recorded: Mar 10 2021 60 mins
    Richard Watts
    The pandemic remains unpredictable, but there are encouraging signs that the efficacy and successful rollout of vaccines will bring a return to a more normal economic backdrop later this year for UK investors. Please join Richard Watts, Head of Strategy, UK Small and Mid Cap, at 11am on March 10 as he shares his outlook for the UK equity market and discusses performance and positioning of the Jupiter UK Mid Cap Fund that he manages
  • A booster for UK small caps Recorded: Mar 3 2021 63 mins
    Dan Nickols
    The efficacy and rollout of Covid-19 vaccines have been impressive so far, while a ``skinny’’ trade deal has helped to reduce Brexit uncertainty. These developments should provide a needed boost to the UK’s economic recovery and an improved backdrop for equity investors.

    Please join Dan Nickols, Head of Strategy, UK Small and Mid Caps, for a webcast at 10am on 3 March. Dan will share his outlook for the UK small cap market and discuss the performance and positioning of the UK Smaller Companies Fund that he manages.
  • Gold & Silver: the story behind the headlines Recorded: Mar 2 2021 57 mins
    Ned Naylor-Leyland
    There is a growing realisation among investors that not only has the emperor no clothes, but that fiat currencies, pre-eminently the US dollar, are becoming increasingly threadbare and bedraggled. Central banks’ largesse will have consequences. Head of Gold & Silver, Ned Naylor-Leyland, will explain why gold and silver are best seen not as commodities but as monetary metals with a vital economic role. He will update you on the fund and will be happy to take your questions. The webcast will be hosted by Simon Barrett, Head of Middle East and Africa.
  • In search of sunny uplands Recorded: Feb 25 2021 47 mins
    Richard Buxton
    We know we’ll get there, we just don’t know when. Please join Richard Buxton, head of UK Alpha Strategy at Jupiter Asset Management, on February 25 for his monthly webcast where he will share his views about a return to a more normal, post-pandemic economy, the outlook for UK large-cap stocks and the latest financial market news. Richard also will discuss portfolio performance and positioning of the UK Alpha Fund and answer questions from investors.
  • Locked down for longer – what happens next? Recorded: Feb 24 2021 62 mins
    Jupiter Merlin Team
    In this webcast, the Jupiter Merlin team discuss the potential market impacts of prolonged lockdowns, as countries try to retain a grip on the virus while vaccine programmes roll out. Was the ‘reopening’ rally that began in November premature? Or will an economic growth surge still materialise later this year as life gets closer to normal?

    Also, the team will discuss Portfolio positioning in an investment environment that still contains much uncertainty.

    Please join us on Wednesday 24th February for what promises to be a fascinating webcast.
  • Jupiter European Fund webcast: In Europe - are you going where the growth is? Recorded: Feb 23 2021 62 mins
    Mark Nichols and Phil Mcartney
    The news of successful Covid-19 vaccines in November was tremendous but it also triggered a remarkable sector rotation within equity markets, the so-called reflation trade based on expectations of higher inflation.

    In this webcast, Mark Nichols, Fund Manager, will focus on how the long duration ‘quality growth’ aspects of the fund have performed in this environment. Also, hear about big opportunities in Europe’s smaller companies with Fund Manager, Phil Macartney.

    This session, hosted by Sam Pennefather, Sales Director, will also include plenty of time for Q&A.
  • Jupiter Fixed Income webcast: Should investors expect the unexpected in 2021? Recorded: Feb 2 2021 63 mins
    Ariel Bezalel & Harry Richards
    The world is rightly celebrating the development of vaccines as a triumph of medical science. But are financial markets celebrating a bit too hard?

    In this webcast, Ariel Bezalel, Head of Strategy, and Harry Richards, Fund Manager, will explain why being mindful of the unexpected is a prudent way to manage investment risk, and how their portfolios are positioned for 2021.

    This session, hosted by John Tevenan, Head of Global Financial Institutions, will also include plenty of time for Q&A so you can put your questions to Ariel and Harry.
  • Jupiter Fixed Income webcast: Should investors expect the unexpected in 2021? Recorded: Feb 2 2021 64 mins
    Ariel Bezalel & Harry Richards
    The world is rightly celebrating the development of vaccines as a triumph of medical science. But are financial markets celebrating a bit too hard?

    In this webcast, Ariel Bezalel, Head of Strategy, and Harry Richards, Fund Manager, will explain why being mindful of the unexpected is a prudent way to manage investment risk, and how their portfolios are positioned for 2021.

    This session, hosted by John Tevenan, Head of Global Financial Institutions, will also include plenty of time for Q&A so you can put your questions to Ariel and Harry.
  • Have markets become too complacent? Recorded: Jan 27 2021 63 mins
    Jupiter Merlin Team
    The Merlin team return for a look at where markets stand in the early weeks of 2021. Vaccines are here, but the world continues to be ravaged by Covid-19. Are markets right to look past the pandemic, or are the unintended effects of policy action, and the potential for inflation, being underestimated?

    Also, the team will discuss where their Portfolios are currently positioned, and explain the rationale behind some allocation changes they made in late 2020.

    Please join us on Wednesday 27th January for what promises to be a fascinating webcast.
  • Asian income opportunities for a post-Covid world Recorded: Jan 26 2021 59 mins
    Dan Carter and Jason Pidcock
    How confident can investors be about the sustainability of Asian dividends in 2021? Also, is inflation a risk, and what impact will the new Japanese Prime Minister have on markets? We’re delighted to invite you to a webcast with Jason Pidcock (Jupiter Asian Income Fund) and Dan Carter (Jupiter Japan Income Fund) on Tuesday 26th January at 10am GMT.

    This session, hosted by John Tevenan, Head of Global Financial Institutions, will also include plenty of time for Q&A so you can put your questions to Jason and Dan.
Jupiter UK Professional Advisors
Jupiter UK Professional Advisors

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  • Title: The Team - Jupiter Merlin Portfolios
  • Live at: Sep 29 2016 1:10 pm
  • Presented by: Jupiter Independent Funds Team
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