Jupiter Merlin Portfolios - The Team

Register for the next webcast with Alejandro Arevalo, Fund Manager, Emerging Market Debt, where he will outline why he believes EMD should be viewed as an ‘all-season’ asset class, not just for when the global economic environment is strong. In addition, Alejandro will outline the current positioning of the Jupiter Emerging Market Debt strategies.

Alejandro joined Jupiter in November 2016 and is a Fund Manager in the Fixed Income team, specialising in Emerging Market Debt. He is manager of the Jupiter Global Emerging Markets Corporate Bond fund and the Jupiter Global Emerging Markets Short Duration Bond fund (SICAVs).
Prior to joining Jupiter, Alejandro was an emerging markets corporate debt portfolio manager at Pioneer Investments for four years. Before that, he worked on emerging market debt strategies at Standard Bank Asset Management, Gibraltar Bank and the International Bank of Miami. He began his investment career in 1998.
Alejandro has an MBA in Finance from Florida International University and graduated from Universidad Francisco Marroquin in Guatemala.

Katharine Dryer was appointed Deputy CIO in October 2018. She has day-to-day responsibility for the CIO office, including management duties for a number of fund managers investing in equities for developed countries. She also provides Product Specialist support to the Fixed Income and Multi-Asset team and provides leadership to Jupiter’s Product Specialist team.

Join James Clunie, Head of Strategy, Absolute Return for a live webcast on Wednesday 30 October.
In his global update, James will discuss:

•How the current environment is particularly engaging, albeit frustrating for the strategy.
•How he feels his positioning is right based on evidence of what works well in the markets.
•How the average 'alpha' generated by his short positions during his tenure demonstrates the edge he and Ivan have in the single-stock short-selling.

James joined Jupiter in 2013. He is currently Head of Strategy, Absolute Return.

Before joining Jupiter, James worked at Scottish Widows Investment Partnership as an Investment Director of equities, and managed a long/short equity fund and UK long-only funds.

James was a senior lecturer in finance at the University of Edinburgh between 2003 and 2007, prior to which he worked as Head of Global Equities at Aberdeen Asset Management and Director and Head of Asset Allocation at Murray Johnstone International.

James gained a degree and PhD from Edinburgh University and is a CFA® charterholder.

The Jupiter Merlin Portfolios are managed by the Jupiter Independent Funds team, consisting of fund managers John Chatfeild-Roberts, Algy Smith-Maxwell, Amanda Sillars, David Lewis and product specialist Alastair Irvine. In this webcast, the team will present their latest views on markets and fund choices for the Jupiter Merlin Portfolios.

To watch the live webcast or access the replay after the event, please register.

Join Talib Sheikh and the team for an update on Jupiter's Multi-Asset Income Strategy, including first year performance, the macro outlook and current positioning.

Talib Sheikh joined Jupiter in June 2018 and is Head of Strategy, Multi-Asset. He manages the Jupiter's Multi-Asset Income Strategy. Before joining Jupiter, Talib was managing director and portfolio manager at JP Morgan Asset Management where he has worked for nearly 20 years. He was instrumental in the formation and growth of the Multi-Asset Solutions team, since inception in 2004. Over this time, Talib has managed a number of products including multi-asset income, target return and flexible balanced funds plus diversified institutional accounts.

Talib has an MSc in International Agricultural Marketing from Newcastle University and is a CFA® charterholder.

Ariel Bezalel, Head of Strategy, Fixed Income, provides his latest quarterly update.

Ariel will discuss why he is sceptical that US rate cuts can drive a sustainable rally, his views on the latest macro data and trends as well as the latest moves from global central banks. He will also cover his current portfolio positioning and investment themes.

Ariel Bezalel started his career at Jupiter and has been a member of the Fixed Income team since 1998 and a fund manager since 2000. He is currently Head of Strategy, Fixed Income.

Ariel Bezalel, Head of Strategy, Fixed Income, provides his latest quarterly update.

Ariel will discuss why he is sceptical that US rate cuts can drive a sustainable rally, his views on the latest macro data and trends as well as the latest moves from global central banks. He will also cover his current portfolio positioning and investment themes.

Ariel Bezalel started his career at Jupiter and has been a member of the Fixed Income team since 1998 and a fund manager since 2000. He is currently Head of Strategy, Fixed Income.

India is currently nearing the end of the world’s largest democratic election, with around 900m registered voters across 543 constituencies expected to have cast their vote by Thursday. Please join Avinash Vazirani, Fund Manager, Indian Equities where he will discuss the outcome of the election results and why he believes whatever the outcome India has strong prospects for growth over the long term.

Avinash joined Jupiter in 2007 and is currently a fund manager in the Emerging Markets team.

Before joining Jupiter, Avinash was CIO (South Asia and Africa) of BNP Paribas Asset Management. He later founded Peninsular Capital Partners LLP in 2005, where he was managing partner. He was also the CEO of GEM Dolphin Investment Managers from 1994 until its sale in 1997.

Avinash is a qualified Chartered Accountant. He is also a trustee of Pratham (UK), a charity focused on children’s education in India, and a non-executive director of the UK Indian Business Council.

Please join Matthew Morgan and Mark Richards from Jupiter's Multi-Asset team for an update on the team’s macro views. This webcast will cover what’s been driving markets recently and where the teams sees things going from here. Topics include global trade, US monetary policy, the outlook for growth, and European politics.

Mark Richards is Investment Strategist and Portfolio Manager in the Multi-Asset team, and is responsible for developing and implementing the team’s macro-economic view across portfolios. Mark has sixteen years of experience covering economics and financial markets, most of which he has spent as an equity strategist. Mark joined Jupiter from JPMorgan where he spent three years as a Multi-Asset Strategist, having previously held similar positions at PIMCO and Credit Suisse. Mark has a BSc in Business Economics from the University of Surrey.

Matthew Morgan, CFA, is Product Specialist for the Multi-Asset team. Matt is responsible for the commercial strategy of Jupiter’s Multi-Asset business, including business development, product development and positioning strategies within the market. He previously spent 11 years at BlackRock, most recently 6 years as a director in the UK Institutional team responsible for BlackRock’s relationships with large UK pension funds. Prior to that Matt worked in fixed income at BNP Paribas for 2 years. He has an MA in Modern History and Modern Languages from the University of Oxford.

James Clunie, Head of Strategy, Absolute Return will explain how the portfolios are currently positioned and how he plans to evolve with the market conditions rather than acting pre-emptively.

James joined Jupiter in 2013. He is currently Head of Strategy, Absolute Return.

Before joining Jupiter, James worked at Scottish Widows Investment Partnership as an Investment Director of equities, and managed a long/short equity fund and UK long-only funds.

James was a senior lecturer in finance at the University of Edinburgh between 2003 and 2007, prior to which he worked as Head of Global Equities at Aberdeen Asset Management and Director and Head of Asset Allocation at Murray Johnstone International.

James gained a degree and PhD from Edinburgh University and is a CFA® charterholder.

Jason Pidcock, Head of Strategy, Asian Income provides an update on the Jupiter Asian Income Fund.

Join Talib Sheikh for an update on the Jupiter Flexible Income Strategy.

Talib Sheikh joined Jupiter in June 2018 and is Head of Strategy, Multi-Asset. He manages the Jupiter Flexible Income fund (SICAV). Before joining Jupiter, Talib was managing director and portfolio manager at JP Morgan Asset Management where he has worked for nearly 20 years. He was instrumental in the formation and growth of the Multi-Asset Solutions team, since inception in 2004. Over this time, Talib has managed a number of products including multi-asset income, target return and flexible balanced funds plus diversified institutional accounts.

Talib has an MSc in International Agricultural Marketing from Newcastle University and is a CFA® charterholder.

Ariel Bezalel, Head of Strategy, Fixed Income, provides his latest quarterly update.

Ariel Bezalel started his career at Jupiter and has been a member of the Fixed Income team since 1998 and a fund manager since 2000. He is currently Head of Strategy, Fixed Income.

The Jupiter Merlin Portfolios are managed by the Jupiter Independent Funds team, consisting of fund managers John Chatfeild-Roberts, Algy Smith-Maxwell, Amanda Sillars, David Lewis and product specialist Alastair Irvine. In this webcast, the team will present their latest views on markets and fund choices for the Jupiter Merlin Portfolios.

To watch the live webcast or access the replay after the event, please register.

Please join the Jupiter Value Equities team for a live update on the Jupiter UK Value Strategy.

Ben Whitmore -

Ben joined Jupiter in 2006 and is currently Head of Strategy, Value Equities.

Before joining Jupiter, Ben worked at Schroders, managing both retail and institutional portfolios and around £2 billion of assets.

Ben has a degree in Geography from Cambridge University.

Dermot Murphy -

Dermot joined Jupiter in 2014 and is currently a Fund Manager in the Value Equities team.

Prior to joining Jupiter, Dermot worked at Fidelity where he was a Building Materials Analyst.

Dermot holds a BA in Commerce from the National University of Ireland, Galway.

Ariel Bezalel, Head of Strategy, Fixed Income, provides his latest quarterly update.

Ariel Bezalel started his career at Jupiter and has been a member of the Fixed Income team since 1998 and a fund manager since 2000. He is currently Head of Strategy, Fixed Income.

This video is intended for professional investors only, not retail investors.

Ross Teverson, Head of Strategy, Emerging Markets, provides his outlook for 2019.

This video is intended for professional investors only, not retail investors.

Alejandro Arevalo, Fund Manager, Fixed Income, provides his outlook for 2019.

This video is intended for professional investors only, not retail investors.

Talib Sheikh, Head of Strategy, Multi-Asset, provides his outlook for 2019.

This video is intended for professional investors only, not retail investors.

Algy Smith-Maxwell, Fund Manager, Independent Funds, provides his outlook for 2019.