Following the success of our Autumn "Big Picture Series" and hugely positive feedback from many of those clients who were able to attend, we are delighted to announce our forthcoming "Value of Active Minds" virtual event series. Incorporating various formats and including views from experts across a range of asset classes, the series promises to showcase the latest thinking and ideas of some of Jupiter’s leading fund managers. We hope you will join us for as many of the sessions as you are able to.

EVENT INFO

"Zoom fatigue" is an all-too-familiar reality for many of us who have spent months working through lockdown. With this in mind, we have designed this series of virtual events to share the greatest number of insights and ideas from some of our leading fund managers, in the shortest possible timeframe. Please join us for as many of the sessions as you can to hear the "quick thinking" of no fewer than three of our experts, in a total of little more than 30 minutes.


Welcome

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Alejandro Arevalo

Head of Emerging Market Debt

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Investors cannot ignore the emerging market debt (EMD) asset class, as it offers some of the most attractive yields in a world where 90% of the fixed income universe yields less than 3%, as well as potential high risk-adjusted returns. While the asset class is still heavily underrepresented in many global portfolios and indices, it’s unsurprising that many investors are now looking to increase their EMD exposure. Join Alejandro Arevalo, Head of EMD, as he discusses where he is currently finding the most attractive opportunities in EMD, and why being selective, active and risk-aware is crucial when investing in such a diverse asset class.


Mark Nash

Fund Manager,
Fixed Income

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To generate positive fixed income returns in today’s markets you need to do things differently given the low levels of interest rates. Fund manager Mark Nash will discuss why a dynamic and flexible approach to building a portfolio fits the current macro environment. His all-weather’ approach seeks to generate returns from interest rates, foreign exchange, credit, volatility and emerging markets. Mark also will share his views on the outlook for risk markets, rates and the dollar.


Ned Naylor-Leyland

Head of Strategy,
Gold and Silver

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There is a growing realisation among investors that not only has the emperor no clothes, but that fiat currencies, pre-eminently the US dollar, are becoming increasingly threadbare and bedraggled. Central banks’ largesse in printing money will eventually have consequences for economic stability, believes Ned Naylor-Leyland, Head of Gold & Silver. He will explain why gold and silver are best seen, not as commodities, but as monetary metals with a vital economic role. He will be happy to take your questions.

"Zoom fatigue" is an all-too-familiar reality for many of us who have spent months working through lockdown. With this in mind, we have designed this series of virtual events to share the greatest number of insights and ideas from some of our leading fund managers, in the shortest possible timeframe. Please join us for as many of the sessions as you can to hear the "quick thinking" of no fewer than three of our experts, in a total of little more than 30 minutes.


Welcome

Close


Abbie
Llewellyn-Waters

Head of Sustainable Investing

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Investors have become increasingly aware that their allocations can have a measurably positive impact on the planet, people, and profits. And this is just the start of a significant and long-term trend, believes Abbie Llewellyn-Waters, Head of Sustainable Investing at Jupiter. She will explain how to avoid tick box ESG investing and adopt an authentic, analytical approach in a special video presentation on her strategy and portfolio. She will be happy to take your questions.


Dan Carter

Fund Manager,
Japan

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Tight-fisted, unprofitable and old; Japan is no place for an equity investor… or is it? In this session, Dan Carter will separate the fact from fiction in these common preconceptions and show how, by taking a different perspective, identifying changes and being open to the booming population of new and innovative businesses in Japan, he seeks opportunity for the Jupiter Japan strategy.


Nick Payne

Fund Manager and Co-Head of Strategy, Global Emerging Markets

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As the world becomes ever more connected and automated, the role of leading-edge chips, datacentres and cloud infrastructure in this growth story is absolutely critical.

In this presentation, Nick Payne will talk about how investors can position their portfolios to take advantage of the opportunities in the world’s technological plumbing, as many of the world’s leading players are found in emerging markets.

Next-gen technologies such as 5G, smart homes, smart cities, driverless cars, wearable technology, AI and robotics all rely on the latest chips and data infrastructure, with huge amounts of R&D and capex spend helping drive innovation. Separating the winners from the also-rans through active stock-picking will be key to achieving long-term outperformance.

"Zoom fatigue" is an all-too-familiar reality for many of us who have spent months working through lockdown. With this in mind, we have designed this series of virtual events to share the greatest number of insights and ideas from some of our leading fund managers, in the shortest possible timeframe. Please join us for as many of the sessions as you can to hear the "quick thinking" of no fewer than three of our experts, in a total of little more than 30 minutes.


Welcome

Close


Jason Pidcock

Head of Strategy,
Asian Income

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As investors have started to look beyond the pandemic to a post-Covid world, Asia Pacific equities have recovered meaningfully, and there are many tailwinds that could continue to support markets in the region over the longer term. But in a world where political decisions and environmental disasters make bouts of inflationary pressure increasingly likely, identifying those companies with the strongest pricing power has become more important than ever. Join Jason Pidcock, Head of Strategy, Asian Income, as he discusses where he is currently finding the most attractive Asian income opportunities, and why he is positive about the outlook for dividend growth in the region.


Mark Heslop

Fund Manager

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Although Europe’s domestic economy remains sluggish, Europe is home to some of the world’s leading companies. Please join Fund Manager Mark Heslop to learn why investing in the highest quality business models that have exposure to worldwide secular growth themes can be a way to deliver excellent returns for the long-term investor. Mark will talk about the benefits of investing in companies that have recurring revenues, strong cash generation and occupy niche positions in faster-growing areas. Their strong business models should leave such companies well positioned to weather economic shocks, while benefiting from long-term structural global growth trends.


Brinton Johns

Co-founder and investor at NZS Capital, LLC

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Brinton Johns, investor at NZS, will explain how the firm’s view of the world informs its portfolio construction process, which combines a relatively small number of Resilient companies with a long tail of Optionality companies. Resilient businesses have very few predictions underpinning their success and a narrow range of outcomes, while Optionality businesses have a wider range of outcomes and their success hinges upon a more specific view of the future playing out. This combination of long-duration growth with asymmetric upside is well suited to navigating the increasing pace of change throughout the global economy.

Live event

The link to the live event will be available here on each of the event dates.

PREVIOUS EVENTS

The first of our “Value of Active Minds” virtual events featured four of Jupiter’s most experienced fund managers discussing the compelling potential opportunities available in UK equities as the country prepares to exit the pandemic lockdown and after securing a trade deal with the EU. Richard Buxton, Dan Nickols, Chris Smith and Richard Watts were in conversation with Edward Bonham Carter. We are pleased to share the full-length video recording of the event as well as a shortened highlights via the link below.

View on-demand content

To assuage your “Zoom fatigue” we’ve given our fund managers just eight minutes each to share the latest insights on their areas of expertise. The first event in this “Quick thinking” series featured Alejandro Arevalo on why this could be a great time to allocate to emerging market debt, Mark Nash on finding diversification in alternative fixed income, and Ned Naylor-Leyland on the stories behind the headlines in gold and silver.

We are pleased to share the full-length video recording of the event as well as a shortened highlights via the link below.

View on-demand content

If you are interested in viewing the content from our Big Picture Series virtual events that took place in 2020, please click here.

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