Name: Jupiter Asset Management: Steve Davies - May 2018
Start: 2018-05-23T14:00:00Z
End: 2018-05-23T14:00:26.000Z
Location: BrightTALK
Rating: 4

Please join the Jupiter Merlin team at 11:00am on Wednesday 21 January 2026 for their latest update on the Jupiter Merlin Funds. The team will cover the recent market backdrop, fund performance, portfolio activity and the rationale for current positioning, as well as providing his/her 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.

Merlin Monthly webcast

Please join Ned Naylor-Leyland at 10:00am GMT on Wednesday 14 January for his latest update on the Jupiter Gold & Silver Fund. Ned 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 Gold & Silver webcast

Join us on Wednesday 3 December for the Jupiter Merlin monthly webcast, where the team will discuss how the portfolios are positioned in response to the recent volatility we have seen across global markets. Additionally, hear how the Jupiter Merlin Portfolios are structured to mitigate risk and how the team monitor the changing economic backdrop to identify and take advantage of the opportunities.

Jupiter Merlin Monthy Webcast

How can equity investors address the risk of high market concentration, expensive valuations and the ongoing ‘magnificent 7 dilemma’, all while continuing to generate alpha. James Murray, Investment Manager, Systematic Equities, explains how a systematic approach to investing in global equities can effectively address these concerns to provide investors with a diversified approach to global equities which blends exposure to well-established, large players with overlooked small-cap opportunities. He will also explain how the team's proprietary dynamic allocation model can effectively navigate changing market environments. Finally, James will unveil the team’s quantitative investment process and proprietary stock selection criteria.
For professional investors only. Capital at risk

How to manage global equity exposure in volatile times

Join the Jupiter Merlin team as they discuss the rising geopolitical tensions between the US and China and what these developments could mean for the global order in the long term. The team will share their latest insights on how these dynamics may influence market sentiment and portfolio positioning in the months ahead.

Jupiter Merlin Monthly Webcast

Markets are being impacted by political decisions at an elevated rate. Despite this, Jason Pidcock, Investment Manager of Jupiter Asian Income Fund will make a case in this live webcast, why he believes there are sound investments to be made with a medium to long term view and the Asia Pacific (ex. Japan and China) region is home to a good number of them.
For professional investors only. Capital at risk.

Navigating economic nationalism and other challenges in Asian equities

The Jupiter UK Dynamic Equity team — led by Alex Savvides, Stephanie Geary, and Siddharth Sukumar — reflects on a strong first year at Jupiter. Despite persistent macroeconomic uncertainty, the team’s idiosyncratic and active approach continues to uncover opportunities where the market undervalues companies undergoing business transformation.
In this live interactive webcast, discover how the team identifies mispriced opportunities, drives engagement with company boards with the aim to deliver long-term value in today’s challenging markets.
For professional investors only. Capital at risk

Jupiter UK Dynamic Equity team - 1 year anniversary webcast

In a market characterised by uncertainty, where can investors find a consistent, uncorrelated source of alpha that has the potential to deliver across varied market environments? Please join Amadeo Alentorn, Investment Manager, Systematic Equities, who will explore how a systematic, market neutral approach can offer diversification benefits. He will also discuss how the Jupiter Merian Global Equity Absolute Return (GEAR) fund has performed against the backdrop of recent market volatility.

Finding true diversification amid market uncertainty

After years of coordinated central bank actions we see increasing macroeconomic dispersion. A global approach to fixed income investments might be needed to find the best opportunities currently on offer across bond markets. Ariel Bezalel and Harry Richards will discuss this, highlighting key investment implication for Jupiter’s Multi-Sector Fixed Income portfolios.

Jupiter Strategic Bond webcast– Periodic Update

Please join us at 11am on Wednesday 8 October, when the Jupiter Merlin team will take you through the roadshow presentation delivered across the UK over the last month. The team will set the scene with a macroeconomic and geopolitical update, followed by Jupiter Merlin specific insights into why the range can offer a superior solution for client portfolios. The session will be wrapped up with an update on portfolio positioning and performance as well as giving attendees the opportunity to put their questions to the team.
Capital at risk.
For professional investors only.

Jupiter Merlin Roadshow Webcast

Join us for a deep dive on the current state of Financials Credit and in particular on AT1s/CoCos. Luca Evangelisti, Investment Manager for the Jupiter Financials Contingent Capital Strategy will discuss key topics such as fundamentals and valuations and share insights on Jupiter's approach to this segment of the market. 

For professional investors only. Capital at risk.

Financials Credit: Current state of the market & investing with Jupiter

As global governments digest and work out how to respond to Trump's widespread US tariffs, Ned Naylor-Leyland, Investment Manager of the Jupiter Gold & Silver Fund will discuss the impact on the economy and the roles of gold and silver as safe-haven assets in a time of heightened geopolitical risk and market uncertainty.
For professional investors only. Capital at risk.

The role of gold in times of uncertainty

Join us on Wednesday 2nd July for the monthly Jupiter Merlin webcast, where the team will discuss how the portfolios are positioned in response to the recent volatility we have seen across global markets. Hear how the Jupiter Merlin Portfolios are structured to mitigate risk and how the team monitor the changing economic backdrop to identify and take advantage of the opportunities.

Following significant swings in U.S. tariff policy, a more pragmatic stance appears to be emerging from the Trump administration, but uncertainty remains elevated. Ariel Bezalel and Harry Richards will discuss the implications for major global economies and highlight key opportunities and risks across fixed income markets. 
For professional investors only. Capital at risk

Webcast: Jupiter Strategic Bond – Periodic Update

Webcast: Guarding against volatility in uncertain times
With ongoing market uncertainty around global trade wars and shifting monetary policy, where can investors find a consistent, uncorrelated source of alpha that has the potential to deliver across varied market environments? Please join Amadeo Alentorn, Investment Manager, Systematic Equities, who will explore how a systematic, market neutral approach can offer diversification benefits. He will also discuss how the Jupiter Merian Global Equity Absolute Return (GEAR) fund has performed against the backdrop of recent market volatility.
For professional investors only. Capital at risk.

Webcast: Guarding against volatility in uncertain times

Join us on Wednesday 4 June for the monthly Jupiter Merlin webcast, where the team will discuss how the portfolios are positioned in response to the recent volatility we have seen across global markets. Hear how the Jupiter Merlin Portfolios are structured to mitigate risk and how the team monitor the changing economic backdrop to identify and take advantage of the opportunities.
For professional investors only. Capital at risk.

Join us on Wednesday 7th May for the monthly Jupiter Merlin webcast, where the team will discuss how the portfolios are positioned in response to the recent volatility we have seen across global markets. Hear how the Jupiter Merlin Portfolios are structured to mitigate risk and how the team monitor the changing economic backdrop to identify and take advantage of the opportunities. 
For professional investors only. Capital at risk.

Please join us at 11am on Wednesday 2nd April, when the Jupiter Merlin team will take you through the roadshow presentation delivered across the UK over the last month. The team will set the scene with a macroeconomic and geopolitical update, followed by Jupiter Merlin specific insights into why the range can offer a superior solution for client portfolios. The session will be wrapped up with an update on portfolio positioning and performance as well as giving attendees the opportunity to put their questions to the team.
Capital at risk.
For professional investors only.

Join Steve Davies, Head of Strategy, UK Growth, as he provides an update on the Jupiter UK Growth Fund and his view on UK Equities.

Steve joined Jupiter in 2007 and is currently Head of Strategy, UK Growth as well as the manager of the Jupiter UK Growth Fund (Unit Trust), the Jupiter UK Dynamic Growth fund (SICAV) and the Jupiter UK Growth Investment Trust PLC (Investment Trust). 

Before joining Jupiter, he was head of the retail research team at Numis Securities. Steve also worked as a senior retail analyst for Retail Intelligence before moving to PricewaterhouseCoopers, where he was appointed Assistant Director of the Retail and Branded Goods team. 

Steve has a degree in Philosophy, Politics and Economics from Oxford University.

Jupiter Asset Management: Steve Davies - May 2018

UK Equities

Jupiter

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Jupiter Asset Management: Steve Davies - May 2018

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Jupiter UK Professional Advisors