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Ariel Bezalel & Harry Richards: Update on Global Flexible Bond Strategy

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.
Recorded Apr 23 2020 61 mins
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Ariel Bezalel & Harry Richards
Presentation preview: Ariel Bezalel & Harry Richards: Update on Global Flexible Bond Strategy
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  • Bilan 2020: Jupiter Dynamic Bond Dec 10 2020 10:00 am UTC 60 mins
    Matthew Morgan
    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.
  • With the US election behind us, is now a good time to buy emerging market debt? Recorded: Nov 23 2020 37 mins
    Alejandro Arevalo and Reza Karim
    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.
  • Jupiter European Growth Strategy – One Year On Recorded: Nov 12 2020 54 mins
    Mark Nichols & Phil Macartney
    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.
  • Where next for fixed income? Recorded: Oct 20 2020 64 mins
    Ariel Bezalel & Harry Richards
    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.
  • Ariel Bezalel & Harry Richards: Strategy update and Q&A Recorded: Jul 21 2020 62 mins
    Ariel Bezalel & Harry Richards
    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.
  • What does a post-Covid world look like for Financials? Recorded: Jun 17 2020 56 mins
    Guy de Blonay & Antoine Hucher
    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.
  • Jupiter Dynamic Bond Q&A Webcast Recorded: Jun 9 2020 53 mins
    Ariel Bezalel & Harry Richards
    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.
  • Ariel Bezalel & Harry Richards: Update on Global Flexible Bond Strategy Recorded: Apr 23 2020 61 mins
    Ariel Bezalel & Harry Richards
    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.
  • Alejandro Arevalo: Update on the Jupiter Global Emerging Markets Debt strategies Recorded: Apr 8 2020 45 mins
    Alejandro Arevalo
    Please join us for the next webcast with Alejandro Arevalo, Fund Manger, Emerging Markets Debt, on how he and his team have been positioning the portfolio more defensive over the past few months and the strategy for the period ahead.
  • Ariel Bezalel: Update on Global Flexible Bond Strategy Recorded: Mar 16 2020 45 mins
    Ariel Bezalel
    In this webcast, please join Ariel Bezalel, Head of Strategy, Fixed Income. Ariel will provide an update about the recent sharp market movements, how his strategy’s cautious positioning has performed so far, and how the strategy is positioned for the period ahead.
  • Jupiter Flexible Income Strategy - Multi-Asset Views Recorded: Mar 3 2020 28 mins
    Talib Sheikh
    Join Talib Sheikh and the team for an update on Jupiter's Multi-Asset Income Strategy, including a performance review, macro outlook and current positioning.

    Talib Sheikh joined Jupiter in June 2018 and is Head of Strategy, Multi-Asset. He manages the Jupiter's Multi-Asset Income Strategy. Before joining Jupiter, Talib was managing director and portfolio manager at JP Morgan Asset Management where he has worked for nearly 20 years. He was instrumental in the formation and growth of the Multi-Asset Solutions team, since inception in 2004. Over this time, Talib has managed a number of products including multi-asset income, target return and flexible balanced funds plus diversified institutional accounts.

    Talib has an MSc in International Agricultural Marketing from Newcastle University and is a CFA® charterholder.
  • Ben Whitmore: Is the algorithm broken or is value investing just out of favour? Recorded: Feb 25 2020 46 mins
    Ben Whitmore
    Value investing has had a very difficult decade. A combination of significant change within the structure of economies and very low interest rates are causing people to question whether it really is an opportunity for value investing, or whether value investing is in fact “broken”. Ben Whitmore will talk about the dilemma facing investors and how value shares on many measures are at their lowest valuation relative to growth shares in a generation. Unless value investing is broken, history suggests this could be a very good starting point for future returns.
  • Jupiter Asset Management: Ariel Bezalel - Jupiter Dynamic Bond (January 2020) Recorded: Jan 23 2020 57 mins
    Ariel Bezalel
    Ariel Bezalel, Head of Strategy, Fixed Income, provides his latest quarterly global update.

    Ariel will discuss why he is sceptical that US rate cuts can drive a sustainable rally, his views on the latest macro data and trends as well as the latest moves from global central banks. He will also cover his current portfolio positioning and investment themes.

    Ariel Bezalel started his career at Jupiter and has been a member of the Fixed Income team since 1998 and a fund manager since 2000. He is currently Head of Strategy, Fixed Income.
  • Jupiter Asset Management: Emerging Market Debt Strategy - November 2019 Recorded: Nov 13 2019 45 mins
    Alejandro Arevalo
    Register for the next webcast with Alejandro Arevalo, Fund Manager, Emerging Market Debt, where he will outline why he believes EMD should be viewed as an ‘all-season’ asset class, not just for when the global economic environment is strong. In addition, Alejandro will outline the current positioning of the Jupiter Emerging Market Debt strategies.

    Alejandro joined Jupiter in November 2016 and is a Fund Manager in the Fixed Income team, specialising in Emerging Market Debt. He is manager of the Jupiter Global Emerging Markets Corporate Bond fund and the Jupiter Global Emerging Markets Short Duration Bond fund (SICAVs).
    Prior to joining Jupiter, Alejandro was an emerging markets corporate debt portfolio manager at Pioneer Investments for four years. Before that, he worked on emerging market debt strategies at Standard Bank Asset Management, Gibraltar Bank and the International Bank of Miami. He began his investment career in 1998.
    Alejandro has an MBA in Finance from Florida International University and graduated from Universidad Francisco Marroquin in Guatemala.

    Katharine Dryer was appointed Deputy CIO in October 2018. She has day-to-day responsibility for the CIO office, including management duties for a number of fund managers investing in equities for developed countries. She also provides Product Specialist support to the Fixed Income and Multi-Asset team and provides leadership to Jupiter’s Product Specialist team.
  • Jupiter Asset Management: James Clunie - October 2019 Recorded: Oct 30 2019 44 mins
    James Clunie
    Join James Clunie, Head of Strategy, Absolute Return for a live webcast on Wednesday 30 October.
    In his global update, James will discuss:

    •How the current environment is particularly engaging, albeit frustrating for the strategy.
    •How he feels his positioning is right based on evidence of what works well in the markets.
    •How the average 'alpha' generated by his short positions during his tenure demonstrates the edge he and Ivan have in the single-stock short-selling.

    James joined Jupiter in 2013. He is currently Head of Strategy, Absolute Return.

    Before joining Jupiter, James worked at Scottish Widows Investment Partnership as an Investment Director of equities, and managed a long/short equity fund and UK long-only funds.

    James was a senior lecturer in finance at the University of Edinburgh between 2003 and 2007, prior to which he worked as Head of Global Equities at Aberdeen Asset Management and Director and Head of Asset Allocation at Murray Johnstone International.

    James gained a degree and PhD from Edinburgh University and is a CFA® charterholder.
  • Jupiter Asset Management: 1 Year of Jupiter's Multi-Asset Income Strategy Recorded: Oct 17 2019 43 mins
    Talib Sheikh
    Join Talib Sheikh and the team for an update on Jupiter's Multi-Asset Income Strategy, including first year performance, the macro outlook and current positioning.

    Talib Sheikh joined Jupiter in June 2018 and is Head of Strategy, Multi-Asset. He manages the Jupiter's Multi-Asset Income Strategy. Before joining Jupiter, Talib was managing director and portfolio manager at JP Morgan Asset Management where he has worked for nearly 20 years. He was instrumental in the formation and growth of the Multi-Asset Solutions team, since inception in 2004. Over this time, Talib has managed a number of products including multi-asset income, target return and flexible balanced funds plus diversified institutional accounts.

    Talib has an MSc in International Agricultural Marketing from Newcastle University and is a CFA® charterholder.
  • Jupiter Asset Management: Ariel Bezalel - Jupiter Dynamic Bond (October 2019) Recorded: Oct 15 2019 45 mins
    Ariel Bezalel
    Ariel Bezalel, Head of Strategy, Fixed Income, provides his latest quarterly global update.

    Ariel will discuss why he is sceptical that US rate cuts can drive a sustainable rally, his views on the latest macro data and trends as well as the latest moves from global central banks. He will also cover his current portfolio positioning and investment themes.

    Ariel Bezalel started his career at Jupiter and has been a member of the Fixed Income team since 1998 and a fund manager since 2000. He is currently Head of Strategy, Fixed Income.
  • Jupiter Asset Management: Ariel Bezalel - Jupiter Dynamic Bond (July 2019) Recorded: Jul 16 2019 50 mins
    Ariel Bezalel
    Ariel Bezalel, Head of Strategy, Fixed Income, provides his latest quarterly global update.

    Ariel will discuss why he is sceptical that US rate cuts can drive a sustainable rally, his views on the latest macro data and trends as well as the latest moves from global central banks. He will also cover his current portfolio positioning and investment themes.

    Ariel Bezalel started his career at Jupiter and has been a member of the Fixed Income team since 1998 and a fund manager since 2000. He is currently Head of Strategy, Fixed Income.
  • Jupiter Asset Management: Avinash Vazirani: discussion on the election results Recorded: May 24 2019 39 mins
    Avinash Vazirani
    India is currently nearing the end of the world’s largest democratic election, with around 900m registered voters across 543 constituencies expected to have cast their vote by Thursday. Please join Avinash Vazirani, Fund Manager, Indian Equities where he will discuss the outcome of the election results and why he believes whatever the outcome India has strong prospects for growth over the long term.

    Avinash joined Jupiter in 2007 and is currently a fund manager in the Emerging Markets team.

    Before joining Jupiter, Avinash was CIO (South Asia and Africa) of BNP Paribas Asset Management. He later founded Peninsular Capital Partners LLP in 2005, where he was managing partner. He was also the CEO of GEM Dolphin Investment Managers from 1994 until its sale in 1997.

    Avinash is a qualified Chartered Accountant. He is also a trustee of Pratham (UK), a charity focused on children’s education in India, and a non-executive director of the UK Indian Business Council.
  • Jupiter Flexible Income Strategy - Multi-Asset Views Recorded: May 22 2019 26 mins
    Mark Richards and Matthew Morgan
    Please join Matthew Morgan and Mark Richards from Jupiter's Multi-Asset team for an update on the team’s macro views. This webcast will cover what’s been driving markets recently and where the teams sees things going from here. Topics include global trade, US monetary policy, the outlook for growth, and European politics.

    Mark Richards is Investment Strategist and Portfolio Manager in the Multi-Asset team, and is responsible for developing and implementing the team’s macro-economic view across portfolios. Mark has sixteen years of experience covering economics and financial markets, most of which he has spent as an equity strategist. Mark joined Jupiter from JPMorgan where he spent three years as a Multi-Asset Strategist, having previously held similar positions at PIMCO and Credit Suisse. Mark has a BSc in Business Economics from the University of Surrey.

    Matthew Morgan, CFA, is Product Specialist for the Multi-Asset team. Matt is responsible for the commercial strategy of Jupiter’s Multi-Asset business, including business development, product development and positioning strategies within the market. He previously spent 11 years at BlackRock, most recently 6 years as a director in the UK Institutional team responsible for BlackRock’s relationships with large UK pension funds. Prior to that Matt worked in fixed income at BNP Paribas for 2 years. He has an MA in Modern History and Modern Languages from the University of Oxford.
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