Name: If inflation spikes, who you gonna call?
Start: 2021-07-28T10:00:00Z
End: 2021-07-28T10:00:55.000Z
Location: BrightTALK
Rating: 4.9

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.

Please join us for the Jupiter Asian Income Fund webcast, where investment manager Jason Pidcock will talk about his team’s approach to investing in Asia Pacific (ex. Japan). Jason will discuss where their top-down stock picking approach has steered them and why they now have 90% of their strategy in four key markets. He will also discuss the team’s views on developed and emerging markets, why they’re continuing to avoid investing in China and how geopolitical developments are influencing the shape of the portfolio more widely. Capital at risk 
For professional investors only.

Where can investors find exciting growth and income opportunities in the Asia Pacific region?

Innovation is at the heart of everything we do at Jupiter. Therefore, we have launched the Jupiter Global Government Bond Active UCITS ETF, listed on the London, German, Italian, and Irish Stock Exchanges under the market ticker “GOVE”. The Active ETF segment is forecasted to grow at a fast pace in the coming years and our product is an original, dynamic solution that not only enhances how we serve our existing clients but broadens our appeal to a new audience.

GOVE is managed by Vikram Aggarwal, who has more than a decade of experience in global government bonds, including developed and emerging market government bonds. Vikram is supported by the wider fixed income team with its deep expertise across sovereign and credit markets. With their complexity, potential for market inefficiencies, and sensitivity to macroeconomic factors, we believe Global Sovereign Bonds are an ideal asset class for an Active ETF.

To find out more and have the opportunity to ask any questions you may have, please join Matt Morgan (Head of Fixed Income) and Vikram Aggarwal (Investment Manager) in a live webcast on Wednesday 19 March at 9am.

Marketing communication for professional Investors only. Capital at risk.

Introducing Jupiter's first Active ETF - live webcast

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.

If inflation spikes, who you gonna call?

Jupiter

Merlin Portfolios

Independent Funds

Multi Manager

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.

If inflation spikes, who you gonna call?

Presented by

About this talk

Jupiter UK Professional Advisors