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Could this be the best year for EMD?

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.
Recorded Mar 11 2021 36 mins
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Presented by
Alejandro Arevalo and Reza Karim
Presentation preview: Could this be the best year for EMD?
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  • Systematic equities Q2 review and analysis of strategies Recorded: Jul 19 2021 28 mins
    Ian Heslop and Amadeo Alentorn
    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.
  • EMD – Increasing conviction going forward Recorded: Jul 6 2021 31 mins
    Alejandro Arevalo, Reza Karim and Matthew Morgan
    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.
  • The next catalysts for gold and silver Recorded: Jun 24 2021 52 mins
    Ned Naylor-Leyland
    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.
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    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?
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  • Unlocking opportunities in global fixed income Recorded: May 18 2021 75 mins
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    Ian Heslop and Amadeo Alentorn
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    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.
  • Systematic equities Q1 review: AM webcast Recorded: Apr 13 2021 41 mins
    Ian Heslop and Amadeo Alentorn
    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.
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  • Bond Market Returns at Risk? The SARB View Recorded: Mar 16 2021 43 mins
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    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.
  • Could this be the best year for EMD? Recorded: Mar 11 2021 36 mins
    Alejandro Arevalo and Reza Karim
    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.
  • Gold & Silver: the story behind the headlines Recorded: Mar 2 2021 57 mins
    Ned Naylor-Leyland
    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.
  • Jupiter European Growth webcast: In Europe - are you going where the growth is? Recorded: Feb 23 2021 55 mins
    Mark Nichols and Mark Heslop
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    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.
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    Ariel Bezalel & Harry Richards
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    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.

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    Matthew Morgan
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  • 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.
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    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
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    • 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
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  • 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.
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  • Title: Could this be the best year for EMD?
  • Live at: Mar 11 2021 9:00 am
  • Presented by: Alejandro Arevalo and Reza Karim
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