Name: Jupiter Merlin Portfolios Webcast
Start: 2017-04-04T10:00:00Z
End: 2017-04-04T10:28:59.000Z
Location: BrightTALK
Rating: 5

Please join Dr Amadeo Alentorn, Lead Investment Manager, and James Murray, Investment Manager, Systematic Equities, for a special presentation on the Jupiter Global Equity Absolute Return Fund. They will address the problems investors face in finding diversification during falling global equities and bond markets and explain why the fund has had low correlation to both  . They will also discuss why seeking  low volatility is key during today’s uncertain markets and explain why the fund has a targeted volatility limit  .  
They will also 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.

Jupiter Merian Global Equity Absolute Return Fund webcast

As recession looms, enduring post-pandemic effects and disruption from the war in Ukraine are stoking the fires of inflation to levels not seen for decades. Yet politicians and central bankers have so far been all at sea, with policy responses that are either slow, ineffective, wrong-headed or all of the above. The Jupiter Merlin team will seek to bring clarity to this complex investment picture in their latest webcast, in which they will also discuss the positioning of their Portfolios. Please join us on Wednesday 29th June.

Can policymakers get a grip before it’s too late?

Is the UK economy headed for a recession? The Bank of England has warned that it may be and that inflation is proving difficult to tame. What might this mean for investors? Please join Richard Buxton, Head of UK Alpha Strategy, for his next monthly UK Alpha Fund webcast at 10am on June 21. Richard will share his views on the markets, the macroeconomics 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.

Webcast: Slowing growth ahead?

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 Jupiter Independent Funds Team present their latest investment insights and give an update on the positioning and performance of the portfolios in a live webcast.

Jupiter Merlin Portfolios Webcast

Merlin

Chatfeild-Roberts

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Jupiter Merlin Portfolios Webcast

Presented by

About this talk

More from this channel