Name: Jupiter Merlin Portfolios - Managing Risk
Start: 2016-10-10T09:45:00Z
End: 2016-10-10T09:48:31.000Z
Location: BrightTALK

Please join the Jupiter Merlin Team at 11:00 on 29/06/2022 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.

Jupiter Merlin Portfolios webcast

Please join Richard Buxton at 10:00 on 28/04/22 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.

Jupiter UK Alpha monthly webcast

Last year markets heralded the ‘reopening trade’, as global GDP bounced back from Covid to grow 6% in 2021. But now, with rampant inflation and looming recession, central banks so long asleep at the wheel have suddenly woken up and yanked the steering hard towards higher rates. All this against the backdrop of an horrific war in Europe that is radically reshaping geopolitics. The Jupiter Merlin team will discuss Portfolio positioning and how they view the investment landscape. Please join our webcast on Wednesday 25th May.

Are the wheels coming off the global economy?

The FTSE 100 and FTSE All-Share outperformed most major stock benchmarks in Q1, helped by weightings of energy and commodity companies, but what lies ahead for UK equities in a challenging macro-economic environment? Please join Richard Buxton, Head of UK Alpha Strategy, for his next monthly UK Alpha Fund webcast at 10am on May 24. Richard will share his views on markets, macro 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.

Energy, Commodities and UK Equities

The Russia-Ukraine conflict has added another dimension to the global growth picture already clouded by soaring inflation, prospects of higher interest rates as well as higher energy and commodity prices. Are we staring at a stagflationary scenario? Will central banks commit a policy error by tightening too much too early? Please join us on Wednesday 11 May to hear the views of Ariel Bezalel, Harry Richards and Matthew Morgan on the Strategic Bond fund’s nimble and flexible approach to position for an uncertain world.

Taking stock of a turbulent world

Value as a style has experienced a slight resurgence in performance following one of its worst ever five-year periods. In this presentation, Ben Whitmore and Dermot Murphy will discuss what it has been like managing a global value strategy in these conditions. They will also discuss ESG and why they believe company engagement can produce better outcomes for their clients and for society than exclusions and divestments.

Please join us on Thursday 5th May to hear Ben and Dermot discuss the investment landscape for Value investing.

Global value investing and ESG

Please join Dr Amadeo Alentorn, Head of Strategy, Systematic Equities, and Matus Mrazik, Fund Manager, Systematic Equities, for their quarterly review of the Jupiter Merian Systematic Equities funds. They will give their assessment of recent changes in investor sentiment and risk appetite. They will also share with you some of the insights from their recent research activity. They will review the performance of the strategies managed by the team, including how enhancements to the funds’ process over recent months have been performing, and will explain how they are positioned in the current market environment. As always, they will be happy to take your questions.

Jupiter Merian Systematic Equities webcast

Many UK companies have been reporting robust financial results, but corporate earnings may become challenged as input costs such as energy rise sharply, central banks push up interest rates and consumers get squeezed. Please join Richard Buxton, Head of UK Alpha Strategy, for a webcast on April 28 at 10am. Richard will discuss his macro views as well as what he is hearing from UK companies. He will also cover the Jupiter UK Alpha Fund performance and take questions from listeners

Webcast: UK Equities and the Economy

Markets have been wrong-footed at every turn this year, and there is little indication that the outlook is becoming clearer. As war rages in Europe, the economic impact of conflict and sanctions continues to reverberate. Here the battlefield is the bond market, as tensions between inflation, erratic central bank behaviour and a rapidly shifting environment for risk play out simultaneously. 

Please join us on Wednesday 27th April to hear the Jupiter Merlin team’s views on the investment landscape and an update on Portfolio positioning.

The bond market battlefield

Where are the equity investment opportunities that can help to address global environmental challenges? Please join Jon Wallace, Fund Manager, and Jenna Zegleman, Investment Director, for the Jupiter Ecology Fund webcast, at 10am on April 26. They will discuss the rapidly changing policy and regulatory landscape for climate and nature-related disclosures and how these frameworks reinforce the investment outlook for companies providing clear, real-world solutions to key environmental challenges:  climate change and natural capital restoration.

Webcast: Investing to halt climate change

War in Ukraine, a fracturing geopolitical landscape, inflation, rising oil and gas prices … investors have much to worry about. 
 
In chaotic times, clear thinking is paramount. 
 
Please join the Jupiter Merlin team’s webcast at 11:00 on 6 April. They will present their thoughts on the macroeconomic and geopolitical situation, markets, fund performance and activity, and portfolio positioning.

Webcast: a roadmap through a chaotic world

Central banks including the Bank of England and US Federal Reserve are raising rates and reducing bond purchases in an effort to control inflation. What are the implications for UK investors? Please join Richard Buxton, head of UK Alpha Strategy, for a webcast on March 24 at 10am. Richard will discuss the central banks’ hawkish shift, whether they have got the timing right and what it means for investors. He will also cover Jupiter UK Alpha Fund positioning and performance and answer questions from listeners.

Webcast: Getting ready for tightening

What do the recent gyrations in financial markets portend for the rest of the year? Please join Richard Buxton, Jupiter’s head of UK Alpha Strategy, for a webcast on February 23 at 10am. Richard will discuss market volatility, the Federal Reserve’s increasingly hawkish tilt and what may lie ahead for investors. Richard will also talk about the Jupiter UK Alpha Fund positioning and performance and answer questions from listeners.

Webcast: Volatile year ahead?

Covid still dominates near term market sentiment and the path of inflation remains murky, yet there are reasons for optimism on the UK’s growth prospects and a vibrant universe of small and mid-caps from which active investors can select. What are the factors for investors to consider when balancing growth vs value exposure, and which areas of the market seem best positioned for this environment?
Please join Richard Watts and Daniel Nickols, co-Heads of Strategy, on Wednesday 9th February to hear their views on the UK small and mid-cap universe.

Finding balance in UK small and mid caps

All eyes are on central banks this year, after a bumpy ride for fixed income markets in 2021: rates continue to be volatile and short-term inflation remains elevated. Is there a risk that central banks tighten policy too quickly as inflation and growth start to normalise? Please join us on Tuesday 8th February to hear the Ariel Bezalel, Harry Richards and Matthew Morgan discuss the challenges and opportunities ahead in 2022.

Webcast: Gearing up to face headwinds

Christmas cheer was in short supply in the corridors of power, as policymakers struggled to digest the double-helping of Omicron and monetary policy conundrums. With no consensus on the best approach (go easy on social restrictions or harass the unvaccinated? Loosen policy to encourage growth, or batten down the hatches against inflation?) investors must delicately balance their asset allocation. 

Please join us on Wednesday 2nd February to hear the Jupiter Merlin team’s views on the investment landscape and an update on Portfolio positioning.

Webcast: New year, old problems

Please join Dr Amadeo Alentorn, Head of Strategy, Systematic Equities, and Yuangao Liu, Fund Manager, Systematic Equities, for their quarterly and annual review of the Jupiter Merian Systematic Equities funds. They will update you on the team’s latest market analysis, share with you their assessment of recent changes in investor sentiment and risk appetite, and explain how they are now using fund flow data within their process. 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.

The new year brings some familiar and challenging issues for investors: persistent inflation, increasingly hawkish central bankers and a lingering pandemic. December closed out a strong year for UK equity investors but what about 2022? Please join Richard Buxton, head of UK Alpha Strategy, for his first webcast of the year, at 10am on 26 January. Richard will give his early view of 2022, discussing the market outlook, UK economy and large cap stocks, along with performance and positioning of the Jupiter UK Alpha Fund.

UK Alpha Webcast: An Early View of 2022

Jupiter Merlin Portfolios - Managing Risk

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Jupiter Merlin Portfolios - Managing Risk

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