Hi [[ session.user.profile.firstName ]]

Implications of COVID-19 on earnings, valuations and structural trends

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

Standard International Access
+44 (0) 20 3003 2701
PIN: 8026636#

France Toll Free 0805 630062
Germany Toll Free 0800 673 7933
Ireland Toll Free 1 800 932 993
Italy Toll Free 800 905 844
Netherlands Toll Free 0 800 022 4206
Spain Toll Free 800 300207
UK Toll Free 0808 109 0701
USA Toll Free 1 877 419 2272
Recorded May 7 2020 55 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Luke Richdale, Stephen Macklow-Smith, Mark Ferguson, Howard Wang
Presentation preview: Implications of COVID-19 on earnings, valuations and structural trends
  • Channel
  • Channel profile
  • JPMorgan Investment Funds - Macro Strategies Nov 19 2020 9:00 am UTC 60 mins
    Global Macro Portfolio Management team
    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
    PIN: 2497237#

    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
  • JPMorgan Investment Funds - Macro Strategies Oct 15 2020 8:00 am UTC 60 mins
    Global Macro Portfolio Management team
    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
    PIN: 0501924#

    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
  • JPMorgan Investment Funds - Macro Strategies Sep 17 2020 8:00 am UTC 60 mins
    Global Macro Portfolio Management team
    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
    Pin: 2352702#

    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
  • JPMorgan Investment Funds - Macro Strategies Aug 20 2020 8:00 am UTC 60 mins
    Global Macro Portfolio Management team
    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
    PIN: 5848059#

    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 19 Jul 22 2020 1:00 pm UTC 75 mins
    Mike Bell, Global Market Strategist and Katy Thorneycroft, Portfolio Manager, Multi Asset Solutions
    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.
  • JPMorgan Investment Funds - Macro Strategies Jul 16 2020 8:00 am UTC 60 mins
    Global Macro Portfolio Management team
    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
    PIN: 7207887#

    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 18 Jul 15 2020 1:00 pm UTC 75 mins
    Karen Ward, Mark Davids 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 Mark Davids, Portfolio Manager, Emerging Markets and Asia Pacific Equities and Tai Hui, Chief Market Strategist, Asia Pacific.
  • Alternatives Outlook: Infrastructure, Real Estate and much more Jul 9 2020 1:00 pm UTC 75 mins
    Mike Bell, Global Market Strategist and Matt LeBlanc, CIO of Infrastructure Investments Group
    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
  • Market watch series 17 Jul 8 2020 1:00 pm UTC 75 mins
    Hugh Gimber and Dr David Kelly
    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.
  • Investment Grade Credit and High Yield Recorded: Jul 2 2020 63 mins
    Travis Spence, Managing Director, GFICC and Rohan Duggal, Executive Director, High Yield Credit
    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

    Standard International Access
    PIN: 1737599#
    +44 (0) 20 3003 2701

    Belgium Toll Free 0800 746 56
    France Toll free 0805 630062
    Denmark Toll Free 8088 8650
    Germany Toll Free 0800 673 7933
    Ireland Toll Free 1 800 932 993
    Netherlands Toll Free 0 800 022 4206
    Norway Toll Free 800 19 458
    Sweden Toll Free 020 089 6388
    Switzerland Toll Free 0800 800 039
    UK Toll Free 0808 109 0701
  • Market watch series 16 Recorded: Jul 1 2020 66 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 15 Recorded: Jun 24 2020 61 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: Jun 18 2020 62 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
    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 14 Recorded: Jun 17 2020 63 mins
    Karen Ward & Francesco Conte
    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.
  • Global Fixed Income Currency & Commodities IQ recap Recorded: Jun 16 2020 51 mins
    Iain Stealey and Liam Moore
    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.

    If you are dialing in please use the details below with the pin: 0236521#
    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 13 Recorded: Jun 10 2020 64 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 Recorded: Jun 3 2020 66 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
    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 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.
EMEA Institutional
J.P. Morgan Asset Management EMEA Institutional webconference channel

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Implications of COVID-19 on earnings, valuations and structural trends
  • Live at: May 7 2020 9:00 am
  • Presented by: Luke Richdale, Stephen Macklow-Smith, Mark Ferguson, Howard Wang
  • From:
Your email has been sent.
or close