Jupiter Merlin Market Update Webcast – 29th July 2020
In the latest of our Merlin webcasts series, we will provide you with updates from the Jupiter Independent Funds team on how they view current markets. With an eye on long-term opportunities, they will also discuss the positioning of the Jupiter Merlin Portfolios and how they look to mitigate against downside risk. You will have the opportunity to submit any questions or concerns you may have through the webcast portal.
RecordedJul 29 202060 mins
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With European stocks near record highs and the re-opening of the economy supported by a strong vaccine rollout, what next for European equities? Please join fund managers Mark Nichols and Phil Macartney for this webcast covering the Jupiter European Growth and Jupiter European Smaller Companies funds. They will discuss what the improved economic backdrop means for their holdings, fund performance and their approach to finding excellent companies to invest in for the long term.
Lest they forget, investors have been given a timely reminder that nothing happens in China without the blessing of the CCP, including whether or not certain private companies are permitted to make profits. Tougher regulation, a real estate collapse and energy shortages – has the Chinese growth story turned sour, and what action might investors consider in response?
Please join us on Wednesday 27th October to hear how the Jupiter Merlin team view the investment landscape, as well as an update on Portfolio positioning.
Having a clear handle on the global growth and inflation outlook will prove critical as economies continue to emerge from lockdown. Where do the risks and opportunities lie for fixed income investors and how might a tapering of quantitative easing impact financial markets?
In this webcast, Ariel Bezalel, Head of Strategy, and Harry Richards, Fund Manager, will shed light on these key questions for fixed income investors and will explain how their portfolios are positioned to seek opportunities while managing downside risk.
This session, hosted by Sam Pennefather, Director, will also include a Q&A.
China’s geopolitical assertiveness, the problematic rise of Iran, and a catastrophic failure of Western policy in Afghanistan… investors have much to contemplate, not to mention a pandemic and dire climate forecasts! Yet the Jupiter Merlin team always strive to keep their heads when all about them are losing theirs, and there are reasons to be positive amidst it all.
Please join us on Monday 4th October to hear how the Jupiter Merlin team view the investment landscape, and how their Portfolios are positioned to find balance in an unstable world.
Are markets chasing inflationary ghosts, preoccupied with a post-Covid economic rebound, monetary and fiscal stimuli, which may only cause a temporary inflationary blip? Or will ‘building back better’ lead to a world in which the dominant deflationary forces of the last 13 years become overwhelmed? Investor sensitivity to these issues creates a fragile landscape that we must all navigate.
Please join the Jupiter Merlin team and host Sam Pennefather on Wednesday 28 July for a look at how investors can interpret the complex investment backdrop.
The year-to-date performance of UK stocks has been strong, though lagging some European and US benchmarks. What’s the second-half outlook for UK large-caps as the recovery rolls on, inflation picks up and government economic support eases? Please join Richard Buxton, Head of UK Alpha Strategy, for his monthly webcast at 10am on 20 July, when he will discuss his market and macro views, company news, as well as UK Alpha Fund performance and positioning. Richard will take questions, and Sam Pennefather will host the webcast.
Please join Dr Ian Heslop and Dr Amadeo Alentorn, co-heads of systematic equities, as they review the second quarter performance of the strategies managed by their team. They will also offer their latest market analysis as central banks and policy makers grapple with the fallout of coronavirus, and attempt to induce economic recovery.
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.
What do the Fed’s messaging and the inflation debate mean for gold and silver, and where might the next catalysts for monetary metals come from? Please join Ned Naylor-Leyland, Head of Strategy, Gold & Silver, at 9am on June 24 for the next gold and silver webcast. Ned will discuss the market dynamics for gold and silver and miners, fund performance and positioning, and he will answer questions from listeners.
The Fed is dovish, the dollar is backtracking and inflation isn’t a worry for now. How do we invest in this new reflationary environment not seen for over a decade?
Please join Mark Nash, Head of Fixed Income Alternatives, and Huw Davies, Investment Director, Fixed Income, for the quarterly webcast of the Strategic Absolute Return Bond fund, at 9am on June 15. They will discuss SARB positioning and performance, as well as what the Fed may do next and what may lie ahead for the dollar and risk assets.
European stocks have rallied as the economic data and vaccination rollout improves. Please join fund managers Mark Nichols and Phil Macartney for this 10am June 10 webcast covering the Jupiter European Fund. They will discuss what the improved economic backdrop means for the holdings, fund performance and their approach to finding excellent companies to invest in for the long term. There also will be Q&A opportunities during the webcast, which will be hosted by Sam Pennefather.
In this webcast, the Jupiter Merlin team look ahead to a lockdown-free summer in the UK, as the vaccine rollout continues apace and economic growth beats forecasts. It is even possible that the Bank of England might stop its asset purchase programme by the end of the year. So will things soon be back to normal? Although, what does ‘normal’ even mean these days, and where are some of the hidden risks of which investors must still be mindful?
Please join us on Wednesday 26th May at 11am BST for what promises to be an interesting session.
The UK’s economic rebound from the pandemic lockdown has begun, and the Bank of England is forecasting the fastest GDP growth rate in 70 years. There’s the potential for a carefree summer and possibly a European holiday, but is it too soon to begin worrying about inflation and heady equity valuations? Please join Richard Buxton, Head of UK Alpha Strategy, at 10am (London time) on 20 May for his monthly UK Alpha Fund webcast. Richard will discuss his outlook, market views and the UK Alpha Fund performance.
How will the growth backdrop evolve over the next 2-3 years? Are the inflation pressures we are likely to witness in the coming months cyclical or structural in nature? What will be the biggest surprise to markets in the second half of 2021?
In this webcast, Ariel Bezalel, Head of Strategy, and Harry Richards, Fund Manager, will shed light on these key questions for global fixed income investors and will explain how their portfolios are positioned to seek opportunities while managing downside risk.
This session, hosted by Sam Pennefather, Director, will also include a Q&A.
Where can investors find high and rising income in today’s markets? This double-header equity income webcast features Jason Pidcock (Asian Income) and Dan Carter (Japan Income), talking about investing in a world of higher inflation and even higher levels of government interference, plus why Japan’s undeserved reputation as a dividend miser nevertheless contains a kernel of truth with more positive implications than you might think.
Please join Jason, Dan and host Chris Johns (Key Account Director) on Tuesday 11th May at 10am BST.
The gradual easing of lockdown restrictions has begun, and it’s expected to bring a strong rebound in the UK economy. What are the opportunities for UK smaller companies and their investors, and are there risks?
Please join Dan Nickols, Head of Strategy, UK Small and Mid Caps, and host Sam Pennefather for a webcast at 10am on Tuesday, 4 May. Dan will offer his outlook for UK small caps, discuss how he is positioning his UK Smaller Companies Fund between disruptive growth companies and economically sensitive cyclicals and share his views on the busy UK IPO market.
It’s Springtime, and all eyes are on the vaccine rollout, the gradual reopening of the economy, a probable boom in consumer activity and pickup in corporate spending. But what about inflation prospects and rising bond yields? Please join Richard Buxton, Head of UK Alpha Strategy, at 10am (London time) on 20 April for his monthly UK Alpha Fund webcast. Richard will discuss his outlook, market views and fund performance and explain why it’s hard not to be optimistic.
Please join Dr Ian Heslop and Dr Amadeo Alentorn, co-heads of systematic equities, for their quarterly review. They will update you on the systematic equities team’s latest market analysis and share with you their assessment of recent changes in investor sentiment and risk appetite.
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.