Have central bankers already made sufficient policy moves to bring inflation back to target, or is there more to come? With labour markets in many parts of the world remaining tight, Mark Nash, Huw Davies and James Novotny from Jupiter’s Fixed Income Absolute Return team believe that talk of disinflation could be premature. In this upcoming webcast, the team will discuss this uncertain macro backdrop, the outlook for fixed income and how their strategy is currently positioned.

The death of the inflation cycle may be exaggerated

Major central banks have raised interest rates at an unprecedented pace over the past year to induce a slowdown in growth and suppress inflation, pushing up bond yields. Is recession a certainty now or can they still succeed in steering the economy towards a soft landing? Will inflation slow? How soon can we expect a central bank pivot? Please join us on Tuesday 7 February to hear the views of Ariel Bezalel and Harry Richards on their outlook for the economy and the fixed income markets.

Webcast:  Prospects for fixed income as growth slows

Please join Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, and John Morrison, Director – London, UK, who will take your questions on the Jupiter Merian Global Equity Absolute Return (GEAR) Fund. 
After a year in which traditional, long only approaches to both equities and bonds failed to deliver, Amadeo and John will answer audience questions on how a systematic, market neutral approach to global equities makes sense in 2023. They will address the problems investors have faced in finding diversification during a period of uncertainty in markets. They will also discuss why the GEAR fund has a targeted volatility limit.   
They will update you on recent performance and share how GEAR is positioned in the current market environment.

Why an alternative approach to global equities makes sense in 2023

Please join Amadeo Alentorn and Yuangao Liu at 12:00 GMT on 29/11/2022 for their latest Old Mutual global equity strategy webcast. Amadeo and Yuangao will cover the recent market backdrop, fund performance, portfolio activity and the rationale for current positioning, as well as providing their outlook for the market and the strategy.

Old Mutual global equity strategy webcast

It’s been a difficult year for fixed income investors as inflation surges, rates rise and the Fed stays hawkish. But amid the market noise and volatility careful investors may find some of the best opportunities in a generation in sovereigns and credit. Please join Ariel Bezalel, Harry Richards and Matthew Morgan for the Jupiter Dynamic Bond quarterly webcast at 8.00am BST on Thursday 27 October. They will discuss performance, the macro outlook and where they see compelling market opportunities.

Looking beyond volatility in fixed income

Please join Dr Amadeo Alentorn, Lead Investment Manager, and Yuangao Liu, Investment Manager, Systematic Equities, for a webcast on the Jupiter Merian Global Equity Absolute Return Fund. 
Amidst concerns about inflation, rising interest rates, and geopolitical tensions, Amadeo and Yuangao will discuss the characteristics of their systematic, market neutral approach. They will address the problems investors face in finding diversification during a year of uncertainty in global equity markets. They will also discuss why the fund has a targeted volatility limit.   
They will 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.

In volatile times, an alternative approach

Please join Dr Amadeo Alentorn, Lead Investment Manager, and James Murray, Investment Manager, Systematic Equities, for their quarterly review of the Old Mutual global equity strategy. 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 their recent enhancements have been performing. They will review the performance of the strategy and will explain how they are positioned in the current market environment. As always, they will be happy to take your questions.

Please join Dr Amadeo Alentorn, Lead Investment Manager, and James Murray, Investment Manager, Systematic Equities, for a special presentation on the Jupiter Merian 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

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 Jupiter dynamic bond strategy’s nimble and flexible approach to position for an uncertain world.

Taking stock of a turbulent world

Please join Dr Amadeo Alentorn, Head of Strategy, Systematic Equities, and Matus Mrazik, Fund Manager, Systematic Equities, for their quarterly review of the Old Mutual Global Equity Fund. 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 performance, including how enhancements to the investment 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.

Old Mutual Global Equity Fund Webcast

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

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

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.

Real interest rates falling, an incipient energy crisis and massive monetary rescue operations – the current macro environment feels like a repeat of the 1970s. All that’s missing is a disco revival … and a big rally for gold. Ned Naylor-Leyland, Head of Gold & Silver, looks at what has driven monetary metals markets so far in 2021, and what the catalysts could be for a turnaround in fortunes.

Please join us on Tuesday 16th November to hear Ned’s insights on the asset class and how his strategy is positioned.

Gold & Silver - Who loved the 1970s?

Le débat sur la question de savoir si l'inflation observée actuellement est transitoire ou persistante n'est pas encore résolu et la croissance bégaie alors que le monde sort du coronavirus. Quand les banques centrales et les gouvernements commenceront-ils à retirer leurs mesures de relance et quelle est la meilleure façon de naviguer dans ce monde complexe ?

Dans ce webcast, Matt Morgan, porte-parole de la gestion chez Jupiter, fera la lumière sur ces questions clés pour les investisseurs obligataires et expliquera comment les portefeuilles sont positionnés pour rechercher des opportunités tout en gérant le risque de baisse. 
 
Ce webcast sera animé par Thomas Ibanez, directeur commercial pour le compte de Jupiter en France.

Naviguer dans l'énigme de la relance - Webcast Jupiter Dynamic Bond

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 Mark Heslop 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.

Jupiter European Webcast: Excelling in Europe

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 global fixed income investors and will explain how their portfolios are positioned to seek opportunities while managing downside risk.

Dealing with disruption – Jupiter Dynamic Bond webcast

Join Dr Amadeo Alentorn, Co-Head of Strategy, Systematic Equities and James Murray, Senior Analyst, Global Systematic Equities for their quarterly review of the Jupiter Merian systematic equity funds. 

They will review the performance of the strategies managed by the team and explain how they are positioned, providing an overview of their assessment of market environment, investor sentiment and risk appetite.

This quarter they will also focus on the recent performance of Dynamic Valuation offering key learnings and research insight into the development of this component of their framework.

Systematic equities – Jupiter Global Equity Fund quarterly review

Ariel Bezalel, fund manager of the Jupiter Dynamic Bond gives a live update on his fund as well as a macro overview.  You are invited to submit questions throughout.

Jupiter Dynamic Bond SICAV webcast

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