Name: Jupiter Merlin Webcast: Climbing a mountain of worry
Start: 2024-05-23T10:00:00Z
End: 2024-05-23T10:00:58.000Z
Location: BrightTALK
Rating: 4.6

Please join the Merlin Team at 11:00AM on 27/11/2024 for their latest update on the Jupiter Merlin Funds. The team 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. A more detailed schedule of topics to be covered on the call will be made available in due course.

Merlin Monthly webcast

Join fund manager Tim Service for a UK small and mid cap equities strategy webcast, 10am on 17 October. He will discuss the stock picking process used to create a special mix of growth businesses, niche market leaders and companies with rerating potential. He will analyse the macro environment, valuations and corporate activity. Tim also will take questions and cover performance of UK Mid Cap and Smaller Companies and the long-short UK Dynamic Equity and UK Specialist Equity funds. Marketing promotion for professional investors. Capital at risk.

Webcast: Special mix in UK mid cap and smaller companies

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 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 Wednesday 2 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?

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?

2024 has been a year of elections so far, and perhaps the most significant are yet to come. Biden’s stumbles in his debate with Trump, and the wave of votes for Rassemblement National in France’s elections tell the story of a democratic world on the edge of profound political disruption. Are markets ready for change, or are the blinkers still on? Please join the Jupiter Merlin Team on Wednesday 31st July at 11am to hear their latest macro views and an update on positioning of the Portfolios.

Webcast: Are markets ready for change?

In this macro environment it helps if fixed income investors can adapt fast, with strategies that can flex as the facts change. Please join Hilary Blandy on 1 July at 10am, to hear how distinctive product design helps make the Jupiter Monthly Income Bond Fund a corporate credit strategy that's probably unlike anything you currently hold. 
The Jupiter Monthly Income Bond Fund combines high yield and investment grade bonds with a short duration overlay to generate attractive levels of yield with only moderate exposure to interest rates.

Marketing communication for professional investors. Capital at risk.

Webcast: A creative approach to credit investing

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?

A UK general election is fast approaching. Whatever government takes office from 5th July will face a long list of problems, virtually none of which have easy solutions. Will this political headache translate into a tough time for UK markets, or can investors afford to take the long view? And, in global terms, does the UK even matter that much? Please join the Jupiter Merlin Team on Tuesday 25th June at 11am to hear their latest macro views and an update on positioning of the Portfolios.

Webcast: Will the UK election matter to markets?

Please join fund managers Tim Service and James Gilbert at 10am on 11 June for their first UK Mid Cap webcast since taking on management of the fund. Tim and James will explain how they have changed fund positioning and are building on the small and mid cap equity team’s long-standing investment process. They will discuss company valuations, the UK macro environment and corporate activity. Tim and James also will cover fund performance and take questions. Please note: This is a marketing communication. Capital at risk.

Webcast: What’s new in UK Mid Cap?

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

The US economy continues to be resilient despite the highest interest rates in more than two decades. Inflation has surprised to the upside this year, delaying progress towards the 2% target. Bond yields have climbed steadily in 2024 as rate cuts get pushed farther away. What will be the future path for growth and inflation? And what are the opportunities in this environment for fixed income investors? Please join us on Thursday May 16 to hear the views of Ariel Bezalel and Harry Richards as they address some of the questions confronting fixed income investors.

Webcast: Tackling the inflation challenge

Should markets heed Larry Summers’ warning that the next move in rates could be up rather than down? As inflation moves stubbornly sideways and economic growth remains robust, all eyes remain on the Fed as investors seek to guess its next move. Meanwhile, as conflict in the Middle East crosses dangerous new lines, to what extent is this risk priced into current risk assets, really? Please join the Jupiter Merlin Team on Wednesday 1st May at 11am to hear their latest macro views and an update on positioning of the Portfolios.

Jupiter Merlin Webcast: Could the next move in rates be upwards?

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?

As inflation rates in most major economies start to converge around 3%-4%, will central banks feel able to release their grip on interest rates? That cannot come soon enough for impatient markets and deeply indebted governments alike – but is there still complacency about geopolitical risks? Please join the Jupiter Merlin Team on Wednesday 27th March at 11am to hear their latest macro views and an update on positioning of the Portfolios.

Jupiter Merlin Webcast: Is inflation getting back in sync?

Investment managers Mark Nichols and Mark Heslop are fundamental stock pickers looking for high-quality, cash-generative businesses with growing earnings and exposure to long-term secular trends in the European equity market. Please join them and investment director Caroline Cantor for a webcast at 10am on 14 March, when they will discuss the opportunities, positioning, performance and outlook for the Jupiter European equities strategy.

Webcast: Uncovering quality growth companies in Europe

What can we expect from Asia Pacific (ex Japan) equities this year? And where can investors find exciting income and growth opportunities in the region?

Please join us at 10am on Thursday 8th February, when investment manager Jason Pidcock will talk about his team’s approach to investing in Asia Pacific (ex Japan), with a focus on ‘quality income’ stocks. Jason will also discuss where he and the team are currently finding the best opportunities, across both developed and emerging markets, and why they’re continuing to avoid investing in China.

Webcast: Seeking income and growth in Asia Pacific

In geopolitical terms, today’s world is surely the least stable it has been since the end of the Cold War, while in economic terms things are hardly plain sailing as talk returns of ‘stagflation’ in the US. Yet most equity markets are up YTD! Rather than the famous ‘wall of worry’, investors have been climbing a mountain. So where are the best long-term opportunities to be found in these markets? Please join the Jupiter Merlin Team on Thursday 23rd May at 11am to hear their latest macro views and an update on positioning of the Portfolios.

Jupiter Merlin Webcast: Climbing a mountain of worry

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Jupiter Merlin Webcast: Climbing a mountain of worry

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