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

9.00am

Welcome and Active Minds Debate

9.30am

Audience Q&A

9.40am

Close

Timings are in GMT


The UK stock market has sat firmly in the "unloved" category in recent years, as Brexit uncertainty and, latterly, the pandemic have weighed on sentiment, leading both domestic and international investors to pull money out of UK equities in significant volumes.

In 2021 though, the nature of the UK’s economic relationship with its nearest neighbours is clearer than at any stage since the 2016 referendum, and the country’s vaccination programme is being deployed with vigour, efficiency and efficacy. Against this backdrop, there is a strong argument to be made for investors to reconsider whether such a generally bearish view on UK equities is still merited.

But this large and mature market – home both to established, world-class businesses and smaller, fast-growing innovators alike – is not a homogeneous one. Please join us to hear Richard Buxton, Richard Watts, Dan Nickols and Chris Smith, four of Jupiter’s most experienced UK equity fund managers in conversation with Edward Bonham Carter to discuss some of the most pressing topics facing those considering increasing their exposure to the UK, including:

  • the prospects for a range of distinctive approaches to allocating to UK stocks;

  • the outlook for "value" and "growth" styles;

  • the differing dynamics affecting small-, mid- and large-cap businesses, as well as unquoted firms;

  • shifting dynamics in stewardship and governance;

  • the longer-term implications of the Government’s Brexit deal;

  • investing in a post-pandemic world; and

  • the implications for investors of the Chancellor’s 2021 Budget, to be announced on 3rd March.

All the panellists will be pleased to take questions from the audience.


Chris Smith

Fund Manager,
UK Growth

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Dan Nickols

Head of Strategy,
UK Small & Mid Cap

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Richard Buxton

Head of Strategy,
UK Alpha

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Richard Watts

Head of Strategy,
UK Small & Mid Cap

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Edward
Bonham Carter

Vice Chairman

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"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.


8.30am

Welcome

9.00am

Close

Timings are in GMT


Alejandro Arevalo

Fund Manager,
Fixed Income

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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.


9.00am

Welcome

9.30am

Close

Timings are in BST


Abbie
Llewellyn-Waters

Head of Sustainable Investing, Fund Manager, Sustainability & Environment

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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,
Global

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Japan’s corporate image as staid and stuffy is well deserved, but it belongs more to the past than the future. In this session, Dan Carter will look at some of Japan’s dynamic new companies. The last couple of years have seen a new breed of company IPO on the Japanese stock market, typically high growth, asset light and tech enabled businesses in fields such as e-commerce, cloud software services and app development. These might not sound like typical holdings for an income strategy, but Dan will explain how this new generation of company has found a home as part of his investment approach.


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.


3.00pm

Welcome

3.30pm

Close

Timings are in BST


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.

11.00am

Welcome

11.02am

Everything changes, but nothing changes

11.14am

ESG

11.26am

Macro insights

11.38am

Live Q&A

12.15pm

Close

Timings are in BST


The world has felt like a distinctly strange place over the last 12 months or so, and it is undoubtedly the case that the pandemic has brought with it a series of changes to lives and routines that few – if any – of us could have imagined, let alone predicted. For seasoned investors though, the Covid-19 crisis is arguably but one major inflection point in a long series of significant changes in the global economy and markets.

Please join John Chatfeild-Roberts, Algy Smith-Maxwell, Alastair Irvine and other members of the Jupiter independent funds team for what promises to be a fascinating and illuminating examination of the pandemic and the economic and market impacts thereof, in the context of over two decades of managing fund-of-funds investment portfolios.

In addition, the team will consider the macroeconomic and market outlook for the remainder of 2021 and beyond, as the UK settles into its new relationship with the EU, President Biden establishes a new regime in the White House, and vaccine programmes around the world gather pace. Edward Bonham Carter will also join the discussion as the team share their latest thinking in relation to environmental, social and governance considerations, which have come so prominently to the fore in recent years.

As ever, the team will be delighted to take questions from the audience.


With John Chatfeild-Roberts and Algy Smith-Maxwell.

John Chatfeild-Roberts

Head of Strategy,
Independent Funds

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Algy Smith-Maxwell

Fund Manager,
Independent Funds

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With Amanda Sillars, George Fox and Edward Bonham Carter.

Amanda Sillars

Fund Manager,
Independent Funds

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George Fox

Analyst,
Independent Funds

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Edward
Bonham Carter

Vice Chairman

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With John Chatfeild-Roberts and Alastair Irvine.

John Chatfeild-Roberts

Head of Strategy,
Independent Funds

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Alastair Irvine

Product Specialist,
Independent Funds

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With the Merlin Portfolios Team and hosted by Sam Pennefather, Director - Head of Key Accounts & Strategic Partnerships, UK.

Sam Pennefather

Director - Head of Key Accounts & Strategic Partnerships, UK

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Live event

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

PREVIOUS EVENTS

The first of our Big Picture Series of virtual events kicked off with a chat between Edward Bonham Carter and Richard Buxton, who discussed how markets have reacted to the pandemic, as well as a look forward to the US election and Brexit. 'Inflation or deflation?' was the big subject of our debate, with panellists Ariel Bezalel, Mark Richards, Ned Naylor-Leyland and Chi Kit Chai, moderated by our Deputy CIO, Katharine Dryer. The panel outlined where they stand on the topic and discussed some of the forces driving both inflation and deflation.

We are pleased to share the full-length video recording and shortened highlights film with you via the link below.

View on-demand content

The second of our Big Picture Series of virtual events features Jupiter fund managers discussing what income investors can do in the current era of low interest rates, negative yields and policy interventions. Alejandro Arevalo, Ariel Bezalel, Luca Evangelisti and Talib Sheikh share their views and answer questions from Deputy CIO Katharine Dryer about how to build yield without distorting the risk profile.

We are pleased to share the full-length video recording and shortened highlights film with you via the link below.

View on-demand content

The third of our Big Picture Series of virtual events features Jupiter fund managers talking about how investors can think creatively about generating investment income in the Covid-19 world. Dan Carter, Jason Pidcock, Harry Richards and Talib Sheikh share their views and answer questions from Deputy CIO Katharine Dryer about the outlook for dividends and yield and how to manage risk.

We are pleased to share the full-length video recording and shortened highlights film with you via the link below.

View on-demand content

In the final event of our virtual Big Picture Series, Jupiter fund managers discuss how Covid-19 has accelerated existing trends. Mark Heslop, Richard Watts, Brinton Johns and Guy de Blonay share their views and answer questions from our CIO Stephen Pearson about how this ‘double disruption’ shapes their investment approach.

We are pleased to share the full-length video recording and shortened highlights film with you via the link below.

View on-demand content

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