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Monitoring the global impact of COVID-19

The spread of the coronavirus and its impact on global economic activity are increasingly troubling investors. Trying to predict the final outcome is a fool’s errand. Instead, we consider the channels by which the virus will affect economic activity and markets.

Join Karen Ward, Chief Market Strategist for EMEA and Tai Hui, Chief Market Strategist for Asia Pacific for a special call tomorrow at 2pm GMT / 3pm CET on this important topic.
Recorded Feb 27 2020 52 mins
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Presented by
Karen Ward, Chief Market Strategist for EMEA and Tai Hui, Chief Market Strategist for Asia Pacific
Presentation preview: Monitoring the global impact of COVID-19
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  • JPMorgan Investment Funds - Global Macro Opportunities Fund Jun 18 2020 8:00 am UTC 60 mins
    Global Macro Portfolio Management team
    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.

    If you are dialling in please use the details below with the pin: 8602914#
    Standard International Access - +44 (0) 20 3003 2701
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  • Market watch series 13 Jun 10 2020 1:00 pm UTC 75 mins
    Karen Ward & Lee Spelman
    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.
  • Market watch series 12 Jun 3 2020 1:00 pm UTC 75 mins
    Karen Ward & Anton Pil
    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 Anton Pil, Global Head of Alternatives
  • Market watch series 11 Recorded: May 27 2020 70 mins
    Karen Ward & Paul Quinsee
    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 Paul Quinsee, Global Head of Equities
  • JPMorgan Investment Funds - Global Macro Opportunities Fund Recorded: May 21 2020 51 mins
    Global Macro Portfolio Management team
    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.

    If you are dialling in please use the details below with the pin: 7603923#
    Standard International Access - +44 (0) 20 3003 2701
    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
    Ireland Toll Free - 1 800 932 993
    Italy Toll Free - 800 905 844
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    Switzerland Toll Free - 0800 800 039
    USA Local (NYC) - +1 646 843 4609
  • Market watch series 10 Recorded: May 20 2020 64 mins
    Karen Ward & Michael Schoenhaut
    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 Michael Schoenhaut, Portfolio Manager, Multi-Asset Solutions, to discuss the challenges of finding income during this period of market volatility.
  • Implications of the COVID-19 outbreak on Real Estate Markets Recorded: May 19 2020 58 mins
    Ann Cole, David Chen, Mike Kelly, Dr. Paul Kennedy, Pete Reilly
    During the Global Real Estate Webcast you will have the chance to hear from our Global Real Estate Team for a discussion on how the COVID-19 outbreak is affecting Real Estate Markets around the world.

    Our experts will discuss the impact on property sectors, transaction activity, valuations, real estate credit, the potential longer term secular shifts and the opportunities they see.


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  • Market watch series 9 Recorded: May 13 2020 72 mins
    Karen Ward, John Bilton and Thushka Maharaj
    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 John Bilton and Thushka Maharaj for a deep dive into what the crisis means for asset allocation and investment returns over the longer period.
  • Implications of COVID-19 on earnings, valuations and structural trends Recorded: May 7 2020 55 mins
    Luke Richdale, Stephen Macklow-Smith, Mark Ferguson, Howard Wang
    Assessing the opportunities and risks

    Our speakers will look at how long-term measures of value have improved and, most importantly for active investors, how the spread of valuations within countries and sectors has never been greater. In this environment, the need to differentiate through in-depth research, and the potential rewards of doing so, are heightened as structural trends already in place – from adoption of online alternatives to digital transformation – accelerate.

    We will also take the opportunity to look at the experience of China, which offers some unique insights into how other countries around the world may start to resuscitate their economies. As the world recovers, we believe strong corporates get stronger, while the focus of stakeholders, from consumers to regulators, on corporate behaviour will intensify.

    Don’t miss the chance to join our panel of senior equity investors, each with over 20 years’ industry experience, as they describe what they are seeing on the ground through our network of over 80 sector analysts covering 2,500 stocks globally.

    Speakers:
    Stephen Macklow-Smith, Senior Portfolio Manager, International Equity Group
    Mark Ferguson, Global Head of Research, Equities
    Howard Wang, Head of Greater China, Emerging Markets and Asia Pacific team

    Moderator:
    Luke Richdale, Investment Specialist

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  • Market watch series 8 Recorded: May 6 2020 62 mins
    Karen Ward & Pierre-Yves Bareau
    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 Pierre-Yves Bareau, Head of Emerging Market Debt.
  • Market watch series 7/7 Recorded: Apr 29 2020 70 mins
    Karen Ward, Chief Market Strategist for EMEA and Rick Singh, Portfolio Manager, US Equity Group
    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 Rick Singh for a deep dive into US equities.
  • Market watch series 6/7 Recorded: Apr 22 2020 66 mins
    Karen Ward, Chief Market Strategist for EMEA and Iain Stealey, International Chief Investment Officer, GFICC
    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.
  • JPMorgan Investment Funds - Global Macro Opportunities Fund Recorded: Apr 16 2020 51 mins
    Global Macro Portfolio Management team
    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.

    If you are dialling in please use the details below with the pin: 2135321#
    Standard International Access - +44 (0) 20 3003 2701
    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
    Ireland Toll Free - 1 800 932 993
    Italy Toll Free - 800 905 844
    Luxembourg Toll Free - 800 2 6439
    Netherlands Toll Free - 0 800 022 4206
    Norway Toll Free - 800 19 458
    Poland Toll Free - 0 0 800 707 065
    Portugal Toll Free - 800 814 156
    Spain Toll Free - 800 300207
    Sweden Toll Free - 020 089 6388
    Switzerland Toll Free - 0800 800 039
    USA Local (NYC) - +1 646 843 4609
  • Market watch series 5/7 Recorded: Apr 15 2020 63 mins
    Karen Ward, Richard Titherington and Tai Hui
    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 Richard Titherington, Chief Investment Officer, Emerging Markets and Asia Pacific Equities and Tai Hui, Chief Market Strategist, Asia Pacific to discuss whether Asia really is past the worst of the COVID-19 crisis and any lessons that can be learned for other economies and markets.
  • Investment grade credit market update: Implications of the COVID-led recession Recorded: Apr 9 2020 64 mins
    Kay Herr, Head of Research, Lisa Coleman, Head of Global Credit Investment Team and our Senior Credit Analysts
    The Investment Grade credit markets have behaved more like Junk Bond markets or Emerging Markets during March as investors digested the impact of COVID-19 on major economies and companies. IG Spreads more than tripled from 102bps at the beginning of the year to over 370bps on 20th March and daily moves of 20-50bps became common headlines during the month and Companies rushed to issue a record of $260bn in March ($540bn YTD) in preparation for recession and further disruptions.

    What will the impact be on rating drift and downgrades in the Investment Grade universe, which sectors are most susceptible and what should investors be focused on when assessing the medium and long term impact of the recession into company fundamentals? How have IG markets been trading, how difficult has liquidity been to manage and what impact have the credit buying programs from both the Fed and the ECB had into these markets? Finally, where do we see the best relative value opportunities emerging in IG markets?

    Join our esteemed panel of senior credit analysts and portfolio managers from our GFICC team, including Head of Research, Kay Herr, and Head of Global Credit Investment Team, Lisa Coleman, to discuss their views on corporate fundamentals and market liquidity across key industry sectors and countries, directly from the front line.

    Speakers
    Kay Herr, Head of Research
    Lisa Coleman, Head of Global Credit Investment Team
    Warren Leonard, Senior Research Analyst – Energy
    Michael Kolster, Senior Research Analyst – US Banks
    Edward Mui, Senior Research Analyst – Airlines and EETCs

    Moderated by: Travis Spence, International Head of Investment Specialists

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  • Market watch series 4/7 Recorded: Apr 8 2020 68 mins
    Karen Ward, Stephen Macklow-Smith & James Illsley
    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 Stephen Macklow-Smith, Portfolio Manager, European Equity Group and James Illsley, UK Equity Portfolio Manager, International Equity Group, for a deep dive into UK, European and global equities.
  • JPMorgan Investment Funds – Income Opportunity Fund Recorded: Apr 7 2020 28 mins
    Bill Eigen, CIO
    Tuesday 7 April at 15:00 BST / 16:00 CET


    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.

    If you are dialling in please use the details below with the pin: 0751526#
    Standard International Access - +44 (0) 20 3003 2701
    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
    Ireland Toll Free - 1 800 932 993
    Italy Toll Free - 800 905 844
    Luxembourg Toll Free - 800 2 6439
    Netherlands Toll Free - 0 800 022 4206
    Norway Toll Free - 800 19 458
    Poland Toll Free - 0 0 800 707 065
    Portugal Toll Free - 800 814 156
    Spain Toll Free - 800 300207
    Sweden Toll Free - 020 089 6388
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    USA Local (NYC) - +1 646 843 4609
  • Alternatives Outlook: Impacts of Covid-19 and portfolio considerations Recorded: Apr 6 2020 75 mins
    David M. Lebovitz, executive director, Global Market Strategist, J.P. Morgan Asset Management; Brendan Maton, IPE
    Please join David Lebovitz, Global Market Strategist as he discusses the current macroeconomic outlook for alternative investments in light of Covid-19, 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 David examines the following themes:

    – The potential impacts of Covid-19 on alternative markets and portfolio construction more broadly
    – Thinking beyond industrial real estate
    – Headwinds and tailwinds in renewable energy
    – Are elevated PE multiples the new normal?
    – Sources of return in private credit

    Presented by: David M. Lebovitz, executive director, Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team.

    Moderated by Brendan Maton, IPE
  • Market watch series 3/7 Recorded: Apr 1 2020 62 mins
    Karen Ward, Chief Market Strategist for EMEA and Shrenick Shah, Head of 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 Shrenick Shah for a deep dive into macro strategies.
  • Market watch series 2/7 Recorded: Mar 25 2020 69 mins
    Karen Ward, Chief Market Strategist for EMEA and John Bilton, Head of Global Multi-Asset Strategy, Multi-Asset Solutions team
    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 John Bilton for a deep dive into multi-asset investing.
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  • Title: Monitoring the global impact of COVID-19
  • Live at: Feb 27 2020 2:00 pm
  • Presented by: Karen Ward, Chief Market Strategist for EMEA and Tai Hui, Chief Market Strategist for Asia Pacific
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