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.

Old Mutual global equity strategy webcast

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

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.

Systematic equities Q2 review and analysis of strategies

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.

EMD – Increasing conviction going forward

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 next catalysts for gold and silver

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, Fund Manager and 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.

Liftoff for the global economy?

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.

Jupiter European Growth webcast: Finding Excellence in European Equities

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.

Jupiter Asset Management: Ariel Bezalel - April 2017

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