Join fund managers Adam Darling and Harry Richards, in conversation with Ariel Bezalel as they discuss the merits of a flexible approach to investment-grade corporate bonds, and how it is still possible to manage downside risks while remaining invested.
Having steered their clients’ investments through three tumultuous years in the credit markets, Harry and Adam will explore opportunities and risks in a range of issuers and sectors –including, topically, bonds issued by airport owners – arguing that the post-Covid “re-opening” trade is largely priced-in to some areas of the market, but that pockets of value remain elsewhere.
As part of a “deep dive” into the credit quality spectrum, they will also consider some common myths about the risks associated with holding A-rated credits relative to their BBB-rated peers, and will contrast the performance and behavioural characteristics of financial-sector credits relative to non-financial corporate peers. To provide context to their outlook, the managers will review how their strategy’s risk exposure has flexed over time, helping to generate attractive risk-adjusted returns in both bull and bear market conditions, in contrast to some peer strategies which have typically maintained a more constant level of risk exposure.
Over the course of the discussion, the managers will shed light on why investment-grade credit is seen as a distinct strategy at Jupiter, requiring specific skills and knowledge. In particular, they will highlight how environmental, social and governance (ESG) considerations are firmly embedded into their credit selection process, and why to do so effectively requires a truly active approach.
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 contentTo 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 contentThis rapid journey through the thinking of some of Jupiter’s brightest minds will take you to Japan, through emerging markets and explore the world of global sustainable investing, all in just half an hour. Your guides are Abbie Llewellyn-Waters, Dan Carter and Nick Payne.
The link below will take you to the video recording of this event.
View on-demand contentThe latest event in our “Value of Active Minds” virtual events series is now available for catch-up viewing, as we start our stopwatches and give three fund managers just 8 minutes each to update you on their area of expertise.
Mark Heslop explains how to recognise great European growth companies, Jason Pidcock looks beyond the pandemic to a post-Covid world in Asian equity income, while Brinton Johns from NZS outlines why ‘Resilience’ and ‘Optionality’ are crucial characteristics for portfolios navigating the increasing pace of change throughout the global economy.
The link below will take you to the video recording of this event.
View on-demand contentPlease join John Chatfeild-Roberts, Algy Smith-Maxwell, Alastair Irvine and other members of the Jupiter independent funds team as they provide fast insights into macroeconomics, the outlook for markets, global vaccine programmes and the Biden White House. Edward Bonham Carter also joins the discussion as the team share their views on environmental, social and governance issues.
The link below will take you to the video recording of this event.
View on-demand contentFund managers Adam Darling and Harry Richards, in conversation with Ariel Bezalel discussed the merits of a flexible approach to investment-grade corporate bonds, and how it is still possible to manage downside risks while remaining invested.
Over the course of the discussion, the managers also shed light on why investment-grade credit is seen as a distinct strategy at Jupiter and how environmental, social and governance (ESG) considerations are firmly embedded into their credit selection process.
The link below will take you to the video recording of this event.
View on-demand contentIf you are interested in viewing the content from our Big Picture Series virtual events that took place in 2020, please click here.
