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.
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.
Webcast: why an alternative approach to global equities makes sense in 2023
Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, and John Morrison, Director – London, UK, answer audience questions on the Jupiter Merian Global Equity Absolute Return (GEAR) Fund.
Webcast: Looking beyond volatility in fixed income
It’s been a difficult year for fixed income investors. Listen as Ariel Bezalel and Harry Richards discuss where they see opportunities in sovereigns and credit, on this Dynamic Bond webcast.
Webcast: in volatile times, an alternative approach
Dr Amadeo Alentorn, Lead Investment Manager, and Yuangao Liu, Investment Manager, Systematic Equities, discuss their market neutral approach, and address the problems investors face in finding diversification during a year of uncertainty in global equity markets.
Webcast: finding diversification during uncertain markets
Dr Amadeo Alentorn, Lead Investment Manager, and James Murray, Investment Manager, Systematic Equities, address the problems investors face in finding diversification during falling global equities and bond markets and explain why the Jupiter Merian Global Equity Absolute Return Fund has had low correlation to both.
Webcast: Taking stock of a turbulent world
Listen to the latest webcast from Ariel Bezalel and Harry Richards, who examine the path for inflation and growth, the potential opportunities for fixed income investors, and how the portfolios are positioned heading into 2022.
Webcast: Gearing up to face headwinds
All eyes are on central banks this year, after a bumpy ride for fixed income markets in 2021: rates continue to be volatile and short-term inflation remains elevated. Is there a risk that central banks tighten policy too quickly as inflation and growth start to normalise?
Systematic Equities Q4 2021 webcast
Dr Amadeo Alentorn and Yuangao Liu present their Q4 2021 review of the Jupiter Merian Systematic Equity funds.
Webcast: Gold & Silver – Who loved the 1970s?
The current macro environment feels like a repeat of the 1970s. All that’s missing is a disco revival … and a big rally for gold. Ned Naylor-Leyland looks at what has driven monetary metals markets so far in 2021, and what the catalysts could be for a turnaround in fortunes.