Webcast: Finding alpha in UK equities
The macroeconomic outlook is difficult in the UK and globally, with high inflation, rising rates, hawkish central banks and challenging energy supplies. What are the implications for long-term UK equity investors and where are the opportunities going forward? Please join Richard Buxton for the next Jupiter UK Alpha Fund webcast, at 10am on Oct. 18. Richard will share his views on macro conditions, discuss fund performance and positioning and take questions from listeners.
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: Economics goes through the looking glass
The Jupiter Merlin team discuss how economics has gone ‘through the looking glass’. As governments and central banks play tug of war across an ideological chasm, global investment markets are having to rediscover how to price risk without the Federal Reserve as backstop.
Webcast: Difficult winter ahead?
Listen as Richard Buxton discusses the challenges ahead on energy costs and supply this winter. What are the implications for the UK economy, consumers, companies and investors? Richard also discusses UK Alpha Fund performance.
Jupiter Merlin Webcast: Economic theory is losing its battle with reality
Economic theory simply describes the sum of all human activities expressed in pounds/dollars/etc. Yet human actions don’t always align to theorems. As policymakers fumble with crude policy tools, is it any wonder the world is in disequilibrium?
Jupiter Merlin Webcast: Can policymakers get a grip before it’s too late?
Politicians and central bankers have so far been all at sea, with policy responses that are either slow, ineffective, wrong-headed or all of the above. The Jupiter Merlin team seek to bring clarity to this complex investment picture in their latest webcast.
Webcast: Slowing growth ahead?
Watch as Richard Buxton discusses what investors should consider as the UK economy slows and inflation remains persistently high.
Jupiter Merlin webcast: Are the wheels coming off the global economy?
The Jupiter Merlin team discuss Portfolio positioning and how they view the investment landscape, as inflation runs rampant and recession looms.
Webcast: Energy, Commodities and UK Equities
In his latest webcast, Richard Buxton discusses what may lie ahead for UK equities in a challenging macro-economic environment.
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