James Clunie - Jupiter Investment Conference 2016

The Jupiter Merlin team continue their webcast series with two new dates in November and December.

As the investing environment shifts yet again – with the prospect of a new US President, the final phase of Brexit, and even perhaps a Covid-19 vaccine on the horizon – the Jupiter Merlin team are here to help you make sense of a strange world and keep your finger on the pulse of a fast-moving investment environment. These webcasts will be conducted in the usual format covering a key theme, followed by ‘Irvine’s insights’ on the economic and political news of the past few weeks.

This will be concluded with a Q&A session so you can submit your questions to the team. To register, please click the links below.

Emerging market debt has recently been dominated by external factors like US fiscal stimulus, US elections and developed market lockdowns, because these headlines have driven overall risk sentiment. Amidst the headline noise, investors risk missing out on the internal and country-specific drivers of emerging markets. We argue that with some key headline risk in the rear view mirror, investors cannot ignore the emerging market debt asset class, as it offers some of the most attractive yields in a world of ultra-low or negative rates, as well as the potential of high risk-adjusted returns. The key is to be selective, but given the diversity of the region it is difficult to separate the good from the bad. On Monday 23 November at 9am join Alejandro Arevalo, Fund Manager, Reza Karim, Assistant Fund Manager, and Matthew Morgan, Investment Director, as they discuss the changing market dynamics and how they’ve repositioned their funds to navigate these unprecedented times. This will be followed by a Q&A session where you will have the opportunity to submit questions directly to the team.

It has been just over a year since the change of fund manager for Jupiter’s European Growth strategy. And what a year it has been.

Please join Mark Nichols and Phil Macartney, two of the fund managers in the five-strong European Growth team for a live video webcast from Jupiter Asset Management at 9am-10am (GMT) on Thursday 12 November for an engaging insight into what has changed, what has stayed the same and what opportunities the new landscape presents. There will be ample time for your questions.

The Jupiter Merlin team are back! After a two month break from running their weekly webcast series we are pleased to announce the team are back with two webcasts in October.
This will be concluded with a Q&A session so you can submit your questions to the team.

Join Ariel Bezalel and Harry Richards for an engaging update about their latest views on financial markets and the global economy. Ariel and Harry will cover their outlook for the rest of 2020, and the following topics, among others:

• The deflation/inflation debate is front of mind for most investors – on what side of the debate does the Jupiter team sit?
• With developed market yields so low, and in some cases negative, is this asset class fading in its worth for portfolios?
• With default rates on the rise due to the pandemic, what is the outlook for credit markets?

There will also be a Q&A session where you are invited to ask questions live via BrightTALK.

Join Ariel Bezalel and Harry Richards for an engaging update about their latest views on financial markets and the global economy. Ariel and Harry will cover their outlook for the rest of 2020, and the following topics, among others:

• The deflation/inflation debate is front of mind for most investors – on what side of the debate does the Jupiter team sit?
• With developed market yields so low, and in some cases negative, is this asset class fading in its worth for portfolios?
• With default rates on the rise due to the pandemic, what is the outlook for credit markets?

There will also be a Q&A session where you are invited to ask questions live via BrightTALK.

The Jupiter Merlin team are back! After a two month break from running their weekly webcast series we are pleased to announce the team are back with two webcasts in October.
To help you make sense of a strange world and keep your finger on the pulse of a fast-moving investment environment, the team will present their latest thoughts in these webcasts. They will be conducted in the usual format covering a key theme, followed by ‘Irvine’s insights’ on the economic and political news of the past few weeks.
This will be concluded with a Q&A session so you can submit your questions to the team.

In this live video update, Dan Carter and Mitesh Patel, fund managers, will present their current views on Japanese equities and cover the recent performance and positioning of the fund. This will be followed by a Q&A session where you will have the opportunity to submit questions directly to Dan and Mitesh.

In this live video, Jason Pidcock, Head of Strategy, Asian Income, will present his current views on the Asia Pacific (ex-Japan) region and cover the recent performance and positioning of the fund. This will be followed by a Q&A session where you will have the opportunity to submit questions directly to Jason.

In the latest of our Merlin webcasts series, we will provide you with updates from the Jupiter Independent Funds team on how they view current markets. With an eye on long-term opportunities, they will also discuss the positioning of the Jupiter Merlin Portfolios and how they look to mitigate against downside risk. You will have the opportunity to submit any questions or concerns you may have through the webcast portal.

In the latest of our Merlin webcasts series, we will provide you with updates from the Jupiter Independent Funds team on how they view current markets. With an eye on long-term opportunities, they will also discuss the positioning of the Jupiter Merlin Portfolios and how they look to mitigate against downside risk. You will have the opportunity to submit any questions or concerns you may have through the webcast portal

Please join Ariel Bezalel, Head of Strategy, and Harry Richards, Fund Manager, Fixed Income for this webcast where they will be providing a strategy update and answering your questions.

Please join Ariel Bezalel, Head of Strategy, and Harry Richards, Fund Manager, Fixed Income for this webcast where they will be providing a strategy update and answering your questions.

In the latest of our Merlin webcasts series, we will provide you with updates from the Jupiter Independent Funds team on how they view current markets. With an eye on long-term opportunities, they will also discuss the positioning of the Jupiter Merlin Portfolios and how they look to mitigate against downside risk. You will have the opportunity to submit any questions or concerns you may have through the webcast portal.

In the latest of our Merlin webcasts series, we will provide you with updates from the Jupiter Independent Funds team on how they view current markets. With an eye on long-term opportunities, they will also discuss the positioning of the Jupiter Merlin Portfolios and how they look to mitigate against downside risk. You will have the opportunity to submit any questions or concerns you may have through the webcast portal.

In the latest of our Merlin webcasts series, we will provide you with updates from the Jupiter Independent Funds team on how they view current markets. With an eye on long-term opportunities, they will also discuss the positioning of the Jupiter Merlin Portfolios and how they look to mitigate against downside risk. You will have the opportunity to submit any questions or concerns you may have through the webcast portal.

Please join Guy de Blonay and Antoine Hucher for an update on the Jupiter Financial Opportunities Fund and a live Q&A.

In the latest of our Merlin webcasts series, we will provide you with updates from the Jupiter Independent Funds team on how they view current markets. With an eye on long-term opportunities, they will also discuss the positioning of the Jupiter Merlin Portfolios and how they look to mitigate against downside risk. You will have the opportunity to submit any questions or concerns you may have through the webcast portal.