21st November 2023

Jupiter Webcasts

Webcast: Seeking equity income in Asia and Japan Where can equity income investors find the most attractive combination of income and growth in a world of higher inflation and higher interest rates?

Jupiter European Webcast: Seeking quality in European markets With the global economy perhaps headed for recession, where can investors find secular growth opportunities?

Jupiter Merlin Webcast: A growing ‘cost of governing’ crisis As the UK and others look towards future elections, will the aspiring governments of tomorrow have fiscal headroom to enact meaningful change?

Webcast: A golden breakout? Is the US dollar gold price poised for a sustained rally? What do higher for longer and geopolitical risk mean for gold and silver? Ned Naylor-Leyland and Dominik Issler discuss the market dynamics and outlook for monetary metals and miners.

Jupiter Strategic Bond Fund webcast: Gearing up for a recessionary world Listen to the latest webcast from Ariel Bezalel and Harry Richards, who examine the prospects for fixed income amid a potential sharp downturn in growth.

Webcast: Why the time is ripe for Emerging Markets Nick Payne, fund manager of our Global Emerging Markets Focus strategy will delve into opportunities in emerging markets and our fund capabilities within the asset class.

Talking Factsheet: Jupiter Global Emerging Markets Focus Fund Nick Payne gives an overview of Jupiter’s global emerging markets focus strategy, how the investment process works, and how the team seek to generate alpha.

Talking factsheet: Jupiter Emerging Market Debt Fund Alejandro Arevalo and Reza Karim give an overview of Jupiter’s emerging market debt strategy, how the investment process works, and how the team seek to generate alpha.

Talking factsheet: Jupiter Global Equity Absolute Return Fund Amadeo Alentorn gives an overview of Jupiter’s global equity absolute return strategy, how the investment process works, and how the team seek to generate alpha.

Talking factsheet: Jupiter Japanese Income Fund Dan Carter and Mitesh Patel give an overview of Jupiter’s Japanese equities strategy, how the investment process works, and how the team seek to generate alpha.

Talking factsheet: Jupiter Gold & Silver Fund Ned Naylor-Leyland gives an overview of Jupiter’s gold & silver strategy, how the investment process works, and how the team seek to generate alpha.

Talking factsheet: Jupiter Strategic Absolute Return Bond Fund Mark Nash gives an overview of Jupiter’s fixed income absolute return strategy, how the investment process works, and how the team seek to generate alpha.

Engagement Case Study – Anta Sports Nick Payne describes the Global Emerging Markets Equities team’s engagement with Anta Sports and why the team continued a dialogue with the company even after divesting.

Engagement Case Study – De Grey Mining Joe Lunn describes the Gold & Silver team’s engagement with De Grey Mining and the importance of mining companies operating with sensitivity towards local communities.

Jupiter Merlin webcast: Should we be worried about government debt? Debt, and how to manage it, is a subject which polarises opinion and manifests itself in volatile market behaviour. How should investors react?

 

Webcast: Jupiter Merian Global Equity Absolute Return Fund

 

Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, answers audience questions on the Jupiter Merian Global Equity Absolute Return (GEAR) Fund.

 

Talking factsheet: Global Flexible Bond Strategy

Ariel Bezalel gives an overview of Jupiter’s global flexible bond strategy, how the investment process works, and how the team seek to generate alpha.

 

Talking factsheet: Global High Yield Bond Strategy

Adam Darling gives an overview of Jupiter’s global high yield bond strategy, how the investment process works, and how the team seek to generate alpha.

Talking factsheet: Asian Equity Income Strategy

Jason Pidcock gives an overview of Jupiter’s Asian equity income strategy, how the investment process works, and how the team seek to generate alpha.

Talking factsheet: Sterling Investment Grade Bond Strategy

Harry Richards gives an overview of Jupiter’s sterling investment grade bond strategy, how the investment process works, and how the team seek to generate alpha.

 

Webcast: The death of the inflation cycle may be exaggerated

 

With labour markets in many parts of the world remaining tight, talk of disinflation could be premature. In this webcast Mark Nash, Huw Davies and James Novotny discuss the macro backdrop and the outlook for fixed income.

Rethinking fixed income: two top bond managers debate the path ahead With uncertainties over inflation and rates, how should investors navigate bond markets? In this video, Matthew Morgan, Head of Fixed Income, asks Ariel Bezalel and Mark Nash for their views.

 

Jupiter Strategic Bond Fund webcast: Prospects for fixed income as growth slows

Listen to the latest webcast from Ariel Bezalel and Harry Richards, who examine the outlook for inflation and growth and the potential opportunities for fixed income investors in 2023.

 

 

Jupiter Merlin Webcast: Is the worst of inflation over?

In this webcast, the Jupiter Merlin team will assess the investment landscape as we end 2022 with central banks suggesting they will slow the pace of interest rate rises. Inflation was the dominant economic factor of 2022 … but will it subside in 2023?

 

 

 

Webcast: why an alternative approach to global equities makes sense in 2023

Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, answer audience questions on the Jupiter Merian Global Equity Absolute Return (GEAR) Fund.

 

Investment Commentary, Investments, Partner Webcasts