Amid signs of weakening global growth and increased market volatility, how can investors produce consistent alpha and is it possible to design an investment process that has the potential to deliver across varied market environments?

Please join Dr Amadeo Alentorn, Investment Manager, Systematic Equities, who will discuss performance of the Jupiter Merian Global Equity Absolute Return (GEAR) Fund. Amadeo will explain how a systematic, market neutral approach to global equities can offer diversification benefits. 
Marketing communication. Capital at risk.

Webcast: Guarding against volatility in uncertain times

The fixed income markets are enthused by rising rate cut prospects, after more than two years of tightening spree. Growth is beginning to sag, and inflation has declined from elevated levels, providing some comfort to central bankers. Are we going back to the benign environment that persisted for a decade before Covid? Are long-end bonds cheap? Please join us on Tuesday 15 October to hear the views of Mark Nash, James Novotny, Huw Davies and Orestis Vamvakas as they address some of the questions confronting investors.

Webcast: What’s next for financial markets?

Please join investment manager Adam Darling on 8 October at 9am for the Jupiter Global High Yield Bond fund webcast. Adam will discuss the current opportunities in the asset class, including the yields on offer and the potential to generate equity-like returns with lower volatility over the long run. He will share his views on the macro environment, credit spreads and interest rates.  He also will cover fund performance, the fund’s recent 5-year anniversary, and answer questions from listeners. Marketing communication for professional investors. Capital at risk.

Webcast: What’s on offer in Jupiter Global High Yield?

The resilience shown by the global economy after Covid is showing signs of dissipating. Savings rate has declined, and unemployment rate is rising, leading to consumer fatigue. Central bankers are beginning to take note, after keeping rates at elevated levels for many months to suppress inflation. What does this scenario mean for fixed income markets? Please join us on Tuesday 24 September to hear the views of Ariel Bezalel and Harry Richards as they address some of these questions.

Webcast: What’s ahead for the global economy?

Sticky inflation and resilient growth have dashed hopes of rate cuts by the US Federal Reserve anytime soon. Investors have radically toned down their expectations for monetary policy easing over the course of the year. Does this mean interest rates will remain at elevated levels for a longer period? What would such a scenario mean for fixed income markets? Please join us on Wednesday 26 June to hear the views of Mark Nash, James Novotny, Huw Davies and Orestis Vamvakas as they address some of these important questions raised by investors.

Webcast: Higher for longer?

Please join Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, for a webcast on the Jupiter Merian Global Equity Absolute Return (GEAR) Fund. Amadeo will provide an overview of performance and attribution, discuss the market environment, update you on his team’s recent analysis, and take questions. He will address the problems investors face when markets are unpredictably dependent on uncertain macro events. He will explain how an investment process can be designed to deliver across varied market environments, and how a long-short market neutral equity approach can avoid exposure to the direction of the market.

Webcast: seeking genuine diversification

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.

Webcast: Jupiter Merian Global Equity Absolute Return Fund

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

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, 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

Presented by

About this talk

More from this channel