Webcast: El final del ciclo inflacionista puede sonar exagerado
Dado que los mercados laborales de muchos países del mundo siguen mostrando tensiones, hablar de desinflación podría ser prematuro. En este webcast, Mark Nash, Huw Davies and James Novotny analizan este escenario macroeconómico de incertidumbre y las perspectivas para la renta fija.
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: Mirando más allá de la volatilidad en la renta fija
Ha sido un año difícil para los inversores en renta fija. En este webcast del Dynamic Bond, Ariel Bezalel y Harry Richards hablan sobre las oportunidades que ven en la deuda soberana y en el crédito.
Webcast: en tiempos de volatilidad, un enfoque alternativo
El Dr. Amadeo Alentorn, Responsable de Inversiones, y Yuangao Liu, Gestor de Inversiones de Renta Variable Sistemática, comentan su enfoque de neutralidad respecto al mercado y abordan los problemas a los que se enfrentan los inversores a la hora de encontrar diversificación en un año de incertidumbre en los mercados globales de renta variable.
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.