Please join Ned Naylor-Leyland at 09:00 AM on 12/06/2024 for his latest update on the Jupiter Gold and Silver Fund. Ned will cover the recent market backdrop, fund performance, portfolio activity and the rationale for current positioning, as well as providing his outlook for the market and the strategy. A more detailed schedule of topics to be covered on the call will be made available in due course.

Gold & Silver webcast

Please join Amadeo Alentorn and David Sandham at 09:00am on 21/05/2024 for the latest update on the Jupiter Merian Global Equity Absolute Return Fund. Amadeo will cover the recent market backdrop, fund performance, portfolio activity and the rationale for current positioning, as well as providing his outlook for the market and the strategy. A more detailed schedule of topics to be covered on the call will be made available in due course.

Webcast: Jupiter Merian Global Equity Absolute Return Fund

Will we see rate cuts this year? Have central bankers got inflation under control? Please join Mark Nash, Huw Davies and James Novotny of Jupiter’s fixed income absolute return team for a March 28 webcast. They will discuss the macro backdrop, the outlook for fixed income and the importance of staying flexible In the current market. They will also talk about how their strategy is positioned and take questions from the audience.

Webcast: Easing into 2024?

Falling inflation expectations has led investors to increasingly expect central bank rate cuts in 2024, leading to strong performance across fixed income. A “soft landing” is priced for the global economy. Are recession fears over? Please join us on Tuesday 30 January to hear the views of Ariel Bezalel and Harry Richards as they address some of these questions lingering in the minds of fixed income investors.

Webcast: Is a soft landing certain?

Whether it comes to economics, geopolitics, or markets, investors are currently very uncertain about the outlook for the next twelve months. 

Please join Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, on Tuesday 23 January at 9am GMT, when he will discuss how investors can look to navigate uncertainty in the year ahead. Amadeo will explain why common sense principles such as diversification should be prized over overconfidence in forecasting. He will also discuss Q4 performance of the Jupiter Merian Global Equity Absolute Return (GEAR) Fund, as well as the fund’s current positioning.

The Indian economy is growing rapidly as policy initiatives focused on manufacturing, a robust services sector, digital revolution, a boost in infrastructure spending, and an increasingly affluent young population make it well placed to sustain growth rates higher than the global average. Avinash Vazirani, investment manager, will explain how the nation’s stocks are capturing this optimism and what’s in store for the future.

Webcast:  India – A stellar growth story

What’s in store for fixed income as we stare at a potential recession over the next few months? Will central banks dilute their hawkish posture as disinflationary impulses emerge around the world? Can policy makers avert a hard landing, which could have a telling effect on growth and jobs?  Please join us on Thursday 16 November to hear the views of Ariel Bezalel and Harry Richards, investment managers, Jupiter Dynamic Bond, and Matt Morgan, head of fixed income, as they address issues including the evolving geopolitical scenario and oil prices.

Webcast: Gearing up for a recessionary world

The Asia Pacific region is home to high-quality developed markets and dynamic emerging markets. The result is a rich and diverse hunting ground for both income and growth investment opportunities – but where can they be found, and what areas are best avoided?

Please join us on Tuesday 7th November to hear Jason Pidcock, investment manager of the Jupiter Asia Pacific Income fund, discuss the key attributes the team look for in companies - including pricing power, strong balance sheets and a willingness to share profits with shareholders.

Webcast: Asia is a rich hunting ground for income and growth

With the global economy perhaps headed for recession, it’s important to identify secular growth opportunities, as well as quality companies that can ride out challenges and thrive into the future. Please join us at 10am on 31 October as Caroline Cantor (Investment Director) interviews Mark Heslop and Mark Nichols from our European Equities team. During their discussion they will highlight short term market headwinds, outlooks for companies and sectors, as well as long term opportunities in the best companies European markets can offer.

Webcast: Seeking quality in European markets

Please join Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, who will discuss performance during Q3 of the Jupiter Merian Global Equity Absolute Return (GEAR) Fund. In a time of uncertain economic conditions and changeable markets, it is very difficult for investors to find true diversification. Amadeo will explain how a systematic, market neutral approach to global equities can offer diversification benefits. He will address the problems investors have faced in finding diversification and explain why GEAR has a targeted volatility limit. Amadeo will also share how GEAR is positioned in the current market environment to take advantage of its changeability.

Jupiter Merian Global Equity Absolute Return Fund webcast

All eyes are on the US Federal Reserve to gauge its future course of action in a world marked by stubborn inflation, lacklustre growth, tight labour markets, heightened geopolitical tensions and high interest rates. Will they be able to avert a hard landing? Will there be substantial rate cuts in the coming months?  Please join us on Tuesday May 30 to hear the views of Ariel Bezalel, and Harry Richards as they address some of these questions lingering in the minds of fixed income investors. Luca Evangelisti, head of credit research, will provide an update on the banking sector.

Webcast: A game of probabilities

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

Webcast and Q&A: Jupiter Merian Global Equity Absolute Return Fund

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, 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

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