Jupiter Asset Management: Ariel Bezalel - April 2017

European stocks have rallied as the economic data and vaccination rollout improves. Please join fund managers Mark Nichols and Mark Heslop for this 8:30am June 10 webcast covering the Jupiter European Growth and Jupiter Pan-European Smaller Companies funds. 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 Richard Hooper.

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 Peter Swarbreck, Head of Asia Pacific, will also include a Q&A.

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.

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.

Is the reflation trade still valid? Are we on track for further dollar and bond weakness and cyclical asset strength? Please join Mark Nash, Fund Manager, Fixed Income, and Huw Davies, Investment Director, Fixed Income, on the quarterly webcast for the Jupiter Strategic Absolute Return Bond Fund, at 9am GMT on March 16. They will discuss the fund’s positioning and performance, as well as their views on the reflation trade and the outlook for risk, rates and the dollar.

With strong inflows returning to the asset class, are we set for a bumper return in EMD? Or is the market too complacent about the high debt levels created during the pandemic shock? On Thursday 11 March at 9am, join Alejandro Arevalo, Head of EMD, Reza Karim, Assistant Fund Manager, and Matthew Morgan, Investment Director, as they discuss the big challenges like rising yields and high debt levels. In addition, they will share where they see the best opportunities for the rest of the year and how their funds are positioned.

There is a growing realisation among investors that not only has the emperor no clothes, but that fiat currencies, pre-eminently the US dollar, are becoming increasingly threadbare and bedraggled. Central banks’ largesse will have consequences. Head of Gold & Silver, Ned Naylor-Leyland, will explain why gold and silver are best seen not as commodities but as monetary metals with a vital economic role. He will update you on the fund and will be happy to take your questions. The webcast will be hosted by Simon Barrett, Head of Middle East and Africa.

The news of successful Covid-19 vaccines is tremendous but it also triggered a remarkable sector rotation in equity markets.

In this webcast, Mark Nichols and Mark Heslop, Co-Managers explain how the long duration growth aspects of the fund performed in this environment. They will also talk about the opportunities in smaller companies and give an update on the team’s two new members.

This session, hosted by Andrea Boggio, Head of Continental Europe will also include plenty of time for Q&A so you can put your questions to the fund managers.

The world is rightly celebrating the development of vaccines as a triumph of medical science. But are financial markets celebrating a bit too hard?

In this webcast, Ariel Bezalel, Head of Strategy, and Harry Richards, Fund Manager, will explain why being mindful of the unexpected is a prudent way to manage investment risk, and how their portfolios are positioned for 2021.

This session, hosted by John Tevenan, Head of Global Financial Institutions, will also include plenty of time for Q&A so you can put your questions to Ariel and Harry.

Les investisseurs ont dû faire face à de multiples incertitudes en 2020, allant de la forte baisse des marchés sur les premiers mois de l’année, aux plans de relance, à la géopolitique et enfin aux signes indiquant qu'une "deuxième vague" pourrait freiner les espoirs de reprise. Il n'est peut-être pas surprenant que beaucoup d'entre eux reconsidèrent leur appétit pour le risque. Mais comment les investisseurs peuvent-ils concilier leur désir d'adopter une position relativement défensive, sans renoncer au potentiel de croissance du capital?
Nous serions ravis que vous puissiez vous joindre à nous le jeudi 10 décembre, 11h, Matthew Morgan partagera avec vous le point de vue des équipes de Jupiter Asset Management, et vous donnera également un aperçu de la performance du fonds Jupiter Dynamic Bond en 2020 ainsi que de son positionnement pour l'année à venir.

Emerging market debt has recently been dominated by external factors like US fiscal stimulus, US elections and developed market lockdowns, because these headlines have driven overall risk sentiment. Amidst the headline noise, investors risk missing out on the internal and country-specific drivers of emerging markets. We argue that with some key headline risk in the rear view mirror, investors cannot ignore the emerging market debt asset class, as it offers some of the most attractive yields in a world of ultra-low or negative rates, as well as the potential of high risk-adjusted returns. The key is to be selective, but given the diversity of the region it is difficult to separate the good from the bad. On Monday 23 November at 9am join Alejandro Arevalo, Fund Manager, Reza Karim, Assistant Fund Manager, and Matthew Morgan, Investment Director, as they discuss the changing market dynamics and how they’ve repositioned their funds to navigate these unprecedented times. This will be followed by a Q&A session where you will have the opportunity to submit questions directly to the team.

It has been just over a year since the change of fund manager for Jupiter’s European Growth strategy. And what a year it has been.

Please join Mark Nichols and Phil Macartney, two of the fund managers in the five-strong European Growth team for a live video webcast from Jupiter Asset Management at 9am-10am (GMT) on Thursday 12 November for an engaging insight into what has changed, what has stayed the same and what opportunities the new landscape presents. There will be ample time for your questions.

Join Ariel Bezalel and Harry Richards for an engaging update about their latest views on financial markets and the global economy. Ariel and Harry will cover their outlook for the rest of 2020, and the following topics, among others:

• The deflation/inflation debate is front of mind for most investors – on what side of the debate does the Jupiter team sit?
• With developed market yields so low, and in some cases negative, is this asset class fading in its worth for portfolios?
• With default rates on the rise due to the pandemic, what is the outlook for credit markets?

There will also be a Q&A session where you are invited to ask questions live via BrightTALK.

Please join Ariel Bezalel, Head of Strategy, and Harry Richards, Fund Manager, Fixed Income for this webcast where they will be providing a strategy update and answering your questions.

The near global lockdown has led to a sharp decline in stock markets. But, as with any crisis, it can also accelerate existing trends and create new ones. Guy de Blonay, Fund Manager, Global Financials & Financial Innovation, and Antoine Hucher, Equities Analyst, Financial Technology & Financial Innovation, assess the key areas where they believe opportunities will emerge.

Please join us for a global webcast for an update on the Jupiter Financial Innovation fund and live Q&A, hosted by Jenna Zegleman, Product Specialist, Global Financials.

Please join Ariel Bezalel, Head of Strategy, Fixed Income, and Harry Richards, Fund Manager, Fixed Income, for an update on the Jupiter Dynamic Bond strategy and a Q&A session where they will address any questions you have.

Please join Ariel Bezalel, Head of Strategy, and Harry Richards, Fund Manager, Fixed Income for this webcast. They will provide an update about the recent sharp market movements, how the strategy’s cautious positioning has performed so far, and how the strategy is positioned for the period ahead.