Name: Webcast: What’s ahead for the global economy?
Start: 2024-09-24T09:00:00Z
End: 2024-09-24T09:01:04.000Z
Location: BrightTALK
Rating: 4.8

Please join Jason Pidcock at 10:00am on 18/03/2025 for his latest update on the Jupiter Asian Income Fund. Jason will cover the recent market backdrop, fund performance, portfolio activity and the rationale for current positioning, as well as providing his 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.

Asian Income webcast

Please join the Merlin team at 11:00am on Wednesday 22 January 2025 for their latest update on the Jupiter Merlin Portfolios. 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

In the aftermath of the US election and at a delicate time for both geopolitics and central bank policy, it’s worth assessing what 2025 may hold for markets. Are markets assessing risks correctly, and are there any overlooked opportunities? Please join us on Wednesday 27th November to hear how the Jupiter Merlin team view the current environment and how the Portfolios are positioned for the months and years ahead.

Jupiter Merlin Webcast: Looking ahead to 2025 and beyond

Where can you find the most attractive income and growth opportunities in the Asia Pacific (ex Japan) region? 

Please join us on Thursday 7 November to hear Jason Pidcock, investment manager of the Jupiter Asian Income Fund, discuss the countries and sectors he and the team like most in the region – including the technology sector – and why they’re still avoiding China. He’ll also talk about how the fund performed in 2024, and what he’s expecting from 2025.

Webcast: Jupiter Asian Income Fund – seeking income & growth

Amid signs of weakening global growth and increased market volatility, how can investors produce consistent alpha and is it possible to design an investment process that has the potential to deliver across varied market environments?

Please join Dr Amadeo Alentorn, Investment Manager, Systematic Equities, who will discuss performance of the Jupiter Merian Global Equity Absolute Return (GEAR) Fund. Amadeo will explain how a systematic, market neutral approach to global equities can offer diversification benefits. 
Marketing communication. Capital at risk.

Webcast: Guarding against volatility in uncertain times

Geopolitics today is the least stable it has been for a long time – but through most of it markets have been notably calm. Where are the key risks, and what would it take to spook investors who remain preoccupied by inflation and interest rates? Please join us on Wednesday 30th October to hear how the Jupiter Merlin team are attempting to chart a course through these uncertain waters, with an eye to not only mitigating risks but also capitalising upon opportunities.

Webcast: Are markets set for a rude awakening?

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 UK Dynamic Long Short Equity Fund and UK Specialist Equity funds. Marketing promotion for professional investors. Capital at risk.

Webcast: Special mix in UK small and mid cap companies

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 Tuesday 15 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?

Are central banks on a collision course regarding interest rates, do recent bouts of market jitters portend a more lasting sell-off, and can the centre of European politics hold as it comes under pressure from the extremes of both left and right? Please join us on Wednesday 9th October to hear how the Jupiter Merlin team are attempting to chart a course through these choppy waters, with an eye to not only mitigating risks but also capitalising upon opportunities.

Jupiter Merlin Webcast: Can the centre of European politics hold?

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?

Please join Adrian Gosden and Chris Morrison at 10am on 26 September for the Jupiter UK Multi Cap Income fund webcast. Adrian and Chris will discuss how they seek to create a portfolio of stable, cash-generating companies across the market cap spectrum that can pay progressive dividends. They will cover the backdrop for investors, including the potential for above-average dividend yields and lower interest rates. Adrian and Chris also will discuss fund activity and take questions from listeners. Marketing communication. Capital at risk.

Webcast: Opportunities in UK Multi Cap Income

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 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?

Ariel Bezalel

Harry Richards

Inflation

Strategic bond

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Webcast: What’s ahead for the global economy?

Presented by

About this talk

More from this channel