Name: Webcast: What’s new in UK Mid Cap?
Start: 2024-06-11T09:00:00Z
End: 2024-06-11T09:00:42.000Z
Location: BrightTALK
Rating: 4

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 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

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

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

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?

Markets partied to the sound of fireworks as asset prices rallied at the end of 2023, although elsewhere in the world it was the sound of bombs that rang in the new year. Will a turn in the rates cycle in 2024 herald a bull market for equities, or could worrying geopolitical developments shift markets’ focus away from inflation and leave investors running for cover? Please join the Jupiter Merlin Team on Wednesday 24th January at 11am to hear their latest views and an update on the Portfolios.

Webcast: Will the market’s party continue in 2024?

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 US is mired in debt and its government lurching from one ‘debt ceiling’ deadline to the next, while the Frankenstein’s monster that is the eurozone once again grapples with spiralling Italian bond yields. How long can sticking plasters be put on top of patches, and where can investors seek attractive opportunities in a macroeconomic and geopolitical landscape that seems to be perpetually in crisis mode? Please join the Jupiter Merlin Team on Wednesday 29 November at 11am to hear their latest views and an update on the Portfolios.

Webcast: A system perpetually in crisis mode

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

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?

Mid Cap

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Webcast: What’s new in UK Mid Cap?

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