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.
Jupiter Merlin Webcast: Can economic growth wait for another day?
The Jupiter Merlin team discuss mixed messages from policymakers, as Bank of England warns about the recession but keeps raising rates anyway.
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 Strategic Bond webcast.
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?
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.
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.