Jupiter Asset Management: Ariel Bezalel - April 2017

The housing market, retail sales and employment data show the economic recovery is underway, underpinned by a successful vaccine program and considerable government support. UK equities also are on the rebound. Please join Richard Watts, Co-Head of Strategy for UK Small and Mid Caps, for a webcast on 7 July where he will discuss where he sees opportunities, what the style and momentum shifts mean for equities and how he has positioned the Jupiter UK Mid Cap Fund that he manages. Sam Pennefather, Head of Key Accounts & Strategic Alliances hosts.

Weakness in emerging market debt (EMD) so far this year has been driven by rising US interest rates. Several “bad” news stories have come and gone, and the asset class has weathered all of them. Looking forward, a more stable interest rate environment, weaker US dollar and benign political environment could support positive performance; and as EM vaccination rates catch up, the future could look even more positive.
On Tuesday 6 July, join Alejandro Arevalo, Head of EMD, Reza Karim, Fund Manager, and Matthew Morgan, Investment Director, to hear how their strategies have performed in the first half of 2021 and where they see opportunities from here.

Like Goldilocks searching for the perfect porridge, markets keep fretting that economic growth is either “too cold” (e.g., low job growth) or “too hot” (e.g., high inflation). Perhaps, as growth forecasts get upgraded, the truth is that the Western economic recovery is “just right”? Yet many questions remain, not least how central banks can hope to extract themselves from QE without derailing markets.
Please join the Jupiter Merlin team and host Sam Pennefather on Wednesday 30 June for what promises to be an enlightening session.