JP Morgan Investment Insights - The infrastructure moment

Please join the Macro Strategies team for an update on their macro and market views, positioning and recent performance. The team will refer to data for the JPMorgan Investment Funds — Global Macro Opportunities Fund as representative of the funds they manage.

The Macro Strategies team follows a macro, focused and flexible approach, investing in long and short positions across equity, fixed income, currency and gold, globally. Don’t miss this opportunity to discover how they are positioning for the current macro and market environment, and put forward your questions in a live Q&A


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Climate change is set to have significant social and environmental impacts, but the economic impact is still poorly understood. While it is an imperative for the planet, it is a complex issue with different moving parts, time frame, and externalities.

On 28th September, join Jennifer Wu, Global Head of Sustainable Investing at J.P. Morgan Asset Management, and Anton Pil, Global Head of Alternatives at J.P. Morgan Asset Management as they will assess the risks and opportunities of climate change and how this affects different countries, sectors and its wider implication for the Alternatives business.

3Q Guide to Alternatives

Please join the Macro Strategies team for an update on their macro and market views, positioning and recent performance. The team will refer to data for the JPMorgan Investment Funds — Global Macro Opportunities Fund as representative of the funds they manage.

The Macro Strategies team follows a macro, focused and flexible approach, investing in long and short positions across equity, fixed income, currency and gold, globally. Don’t miss this opportunity to discover how they are positioning for the current macro and market environment, and put forward your questions in a live Q&A


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There remains significant uncertainty when investing in traditional fixed income instruments as forward looking returns do not look promising. Interest rates remain near their all-time lows. We believe a flexible, absolute return approach could be crucial to navigate this unprecedented fixed income market.

Listen to our quarterly web conference to hear Bill Eigen, CIO, discuss how his team are managing portfolios in this environment.

Please join the Macro Strategies team for an update on their macro and market views, positioning and recent performance. The team will refer to data for the JPMorgan Investment Funds — Global Macro Opportunities Fund as representative of the funds they manage.

The Macro Strategies team follows a macro, focused and flexible approach, investing in long and short positions across equity, fixed income, currency and gold, globally. Don’t miss this opportunity to discover how they are positioning for the current macro and market environment, and put forward your questions in a live Q&A

Standard International Access: +44 (0) 20 3003 2701
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UK Toll Free - 0808 109 0701
USA Toll Free - 1 877 419 2272
Austria Toll Free - 0800 005 385
Belgium Toll Free - 0800 746 56
Denmark Toll Free - 8088 8650
Finland Toll Free - 0800 914671
France Toll Free - 0805 630062
Germany Toll Free - 0800 673 7933
Hungary Toll Free - 06 800 13361
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In this period of uncertainty, join us to discuss the latest COVID-19 developments and market implications in our weekly series. This week, Karen Ward, Chief Market Strategist for EMEA, will provide a market update, and will be joined by Bill Eigen, Chief Investment Officer, Absolute Return and Opportunistic Fixed Income Team.

In this period of uncertainty, join us to discuss the latest COVID-19 developments and market implications in our weekly series. This week, Mike Bell will provide a market update, and will be joined by Katy Thorneycroft for a deep dive into multi-asset investing.

Please join the Macro Strategies team for an update on their macro and market views, positioning and recent performance. The team will refer to data for the JPMorgan Investment Funds — Global Macro Opportunities Fund as representative of the funds they manage.

The Macro Strategies team follows a macro, focused and flexible approach, investing in long and short positions across equity, fixed income, currency and gold, globally. Don’t miss this opportunity to discover how they are positioning for the current macro and market environment, and put forward your questions in a live Q&A.

Standard International Access - +44 (0) 20 3003 2701
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UK Toll Free - 0808 109 0701
USA Toll Free - 1 877 419 2272
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Finland Toll Free - 0800 914671
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Germany Toll Free - 0800 673 7933
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In this period of uncertainty, join us to discuss the latest COVID-19 developments and market implications in our weekly series. This week, Karen Ward, Chief Market Strategist for EMEA, will provide a market update, and will be joined by Mark Davids, Portfolio Manager, Emerging Markets and Asia Pacific Equities and Tai Hui, Chief Market Strategist, Asia Pacific.

Please join Mike Bell, Global Market Strategist and Matt LeBlanc, Chief Investment Officer from our Infrastructure Investments Group as they discuss the current outlook for alternative investments, using slides from the Guide to Alternatives.

The Guide to Alternatives is designed to simplify the complex world of alternative investments and help you make more informed decisions across real estate, infrastructure, private markets and hedge funds.

In this webcast Mike and Matt will examine how Covid-19 and the recession will affect the outlook for:

•Core infrastructure
•Different types of Real estate
•Risks and opportunities within leveraged loans and private credit
•Hedge fund selection

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Join Hugh Gimber, Global Market Strategist, as he discusses the recent spread of the COVID-19 virus and the implications for the global economy and markets. He will be joined by Dr David Kelly, Chief Global Strategist, to dive deeper into the implications of the virus for the US economy, and potential consequences for the outcome of the US election.

Please join us as two of our fixed income investment specialists look at the outlook for investment grade and high yield credit in the wake of the Covid-19 crisis.

Credit markets face significant levels of volatility as the world emerges from the global pandemic, including elevated unemployment, worries over a second wave of Covid-19 infections, substantial government fiscal and central bank support, political uncertainty ahead of the US presidential election, and deteriorating US-China relations.

Against this backdrop, Travis Spence and Rohan Duggal will address investors’ key concerns, while also looking at the opportunities that have been created by the recent volatility across the investment grade and high yield space.

Speakers
Travis Spence, Managing Director, Global Fixed Income and Commodities Group
Rohan Duggal, Executive Director, High Yield Credit

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In this period of uncertainty, join us to discuss the latest COVID-19 developments and market implications in our weekly series. This week, Karen Ward will provide a market update, and will be joined by Shrenick Shah for a deep dive into macro strategies.

In this period of uncertainty, join us to discuss the latest COVID-19 developments and market implications in our weekly series. This week, Karen Ward will provide a market update, and will be joined by Iain Stealey for a deep dive into fixed income.

Please join the dedicated Global Macro Investment Team for an update on their macro views, positioning and recent performance.

The Global Macro investment strategy seeks to capitalise on the major global themes driving asset class returns. High conviction macro views are reflected in a focused portfolio of long and short positions across equity, fixed income and currency, with the flexibility to adjust exposures in a risk-aware manner as the macro and markets evolve.

Don’t miss this opportunity to put forward your questions, and discover how we distil our view of the world into macro themes that provide a robust framework for investing.

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Standard International Access - +44 (0) 20 3003 2701
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Belgium Toll Free - 0800 746 56
Denmark Toll Free - 8088 8650
Finland Toll Free - 0800 914671
France Toll Free - 0805 630062
Germany Toll Free - 0800 673 7933
Hungary Toll Free - 06 800 13361
Ireland Toll Free - 1 800 932 993
Italy Toll Free - 800 905 844
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In this period of uncertainty, join us to discuss the latest COVID-19 developments and market implications in our weekly series. This week, Karen Ward will provide a market update, and will be joined by Francesco Conte, Portfolio Manager, European Equities.

Each quarter, the senior investors from across the Global Fixed Income, Currency and Commodities Group (GFICC) come together to discuss the key factors driving fixed income markets. This meeting sets the roadmap for the coming 3-6 months, establishes the team's macroeconomic outlook and explores the implications for fixed income markets. Join Iain Stealey, GFICC's International CIO, on 16 June for a recap of the key themes to emerge from the meeting, hot off the press.

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Germany Toll Free - 0800 673 7933
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Ireland Toll Free - 1 800 932 993
Italy Toll Free - 800 905 844
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In this period of uncertainty, join us to discuss the latest COVID-19 developments and market implications in our weekly series. This week, Karen Ward will provide a market update, and will be joined by Lee Spelman, Head of US Equity.