Rarely has the adage that “two views make a market” had a truer ring for investors. Will the world experience a feared “second spike” in the pandemic, or will an effective vaccine be identified to keep it at bay? What form might the policy response take in such an eventuality? Will the vast stimulus programmes already in place support a global economic recovery, or will more be needed? These are big topics, with outcomes that will have significant ramifications for investors across all major asset classes. We hope you will join us for as many sessions as you can in “The Big Picture Series” of virtual events, to hear some of the brightest minds in the field of active asset management discuss their thoughts and weigh the balance of probabilities on these crucial topics.

EVENT INFO

9.30am

Welcome

9.35am

In praise of active minds

9.45am

Active investing... in extraordinary times

10.05am

The great inflation debate

10.50am

Close

Timings are in British Summer Time


Arriving at Jupiter as CEO in March 2019, Andrew Formica could never have predicted the issues investors would have to face barely a year into his tenure. In this video interview, Andrew reflects on the effects of disruption on a scale most people have never experienced, and speaks of his belief in "The power of active minds," to encapsulate what it means to apply rigorous thought and human insight to approaching the challenges presented by markets that can be far from rational. Andrew also touches on Jupiter's investment performance and engagement with clients through the pandemic, and why he considers these a testament to how active fund managers can help to deliver superior outcomes when the market environment becomes suddenly more challenging.

Andrew Formica (Chief Executive Officer)

2020 has presented more than a few challenges to humanity and therefore, by extension, to investors. Join us to listen in on an informal conversation between two long-standing figures in the world of investing, namely Jupiter's vice chairman, Edward Bonham Carter, and UK alpha strategy head and former Merian CEO, Richard Buxton. The pair will discuss the bringing together of two businesses with extraordinarily similar strategies – characterised by a strong focus on maintaining a distinctive, boutique culture of accountability, and a belief in the pursuit of high alpha and a high active share – as well as their early impressions of the combined firm. They will also reflect on their personal and professional experiences of the pandemic, and share their thoughts on how the world, and corporate landscape, might look in a few years from now, against the backdrop of ongoing negotiations between the UK and the EU, and an impending US presidential election.

Edward Bonham Carter (Vice Chairman) and Richard Buxton (Head of Strategy)

This panel discussion will bring together experts from a wide range of investment disciplines and backgrounds to debate the thorny topic of the likely trajectory of inflation as the world emerges from the coronavirus pandemic. Will US/China trade tensions resume in earnest, and what might this mean for prices? What course could central banks chart over the coming years as they address clear economic challenges? What might various potential paths mean for bond yields, monetary metals and corporates? Will our panellists find consensus on these and other key macro considerations, or will they have to agree to disagree? Please join us to find out.

Ariel Bezalel (Head of Strategy), Chi Kit Chai (Head of Capital Markets and CIO, Ping An Asset Management, Hong Kong), Mark Richards (Strategist Multi-Asset), Ned Naylor-Leyland (Fund Manager)

Moderated by Katharine Dryer (Deputy Chief Investment Officer)


Andrew Formica

Chief Executive Officer

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Edward Bonham Carter

Vice Chairman

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Richard Buxton

Head of Strategy, UK Alpha

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Ariel Bezalel

Head of Strategy,
Fixed Income

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Chi Kit Chai

Head of Capital Markets
and CIO, Ping An Asset Management (Hong Kong)

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Mark Richards

Strategist

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Ned Naylor-Leyland

Fund Manager

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Katharine Dryer

Deputy Chief Investment Officer

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8.30am

Welcome

8.35am

Panel debate - Income: taking calculated risk

9.30am

Close

Timings are in British Summer Time


In a world where over $14 trillion of debt trades on negative yields, and policy intervention drives markets higher at the same time as economic data nosedives, it's never been more important to be active, diligent and creative about sourcing income. Fortunately, there are still plenty of opportunities in the vast $100 trillion bond universe – if you know where to look. Our panellists will discuss why they believe having a credit analyst and risk manager mindset is the key to successful bond and multi-asset investing in these volatile times. Join us to find out where they're looking for opportunities, as well as the pitfalls they're avoiding.


Alejandro Arevalo

Fund Manager

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Ariel Bezalel

Head of Strategy,
Fixed Income

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Luca Evangelisti

Head of Credit Research

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Talib Sheikh

Head of Strategy, Multi-Asset

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Katharine Dryer

Deputy Chief Investment Officer

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3.00pm

Welcome

3.05pm

Panel debate - Income: it's time to think creatively

4.00pm

Close

Timings are in British Summer Time


With real interest rates remaining at or near historic lows, monetary stimulus at unprecedented levels, widespread dividend cuts and an uncertain economic outlook, investors are having to think increasingly creatively about the topic of income generation. Join our panel of experts for what promises to be a lively discussion on this subject of huge importance to yield-hungry investors.


Dan Carter

Fund Manager

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Harry Richards

Fund Manager

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Jason Pidcock

Head of Strategy,
Asian Income

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Talib Sheikh

Head of Strategy, Multi-Asset

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Katharine Dryer

Deputy Chief Investment Officer

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3.00pm

Welcome

3.05pm

Panel debate - Double disruption!

4.00pm

Close

Timings are in GMT


The reality of 'disruption' in many sectors of the economy was a hot topic long before most of us had even heard – let alone uttered – the word 'coronavirus.' From the much-debated dislocations in an established geopolitical order, to a sharp rise in the prominence of the discourse about the relationship between business and society, and the impact of the former on the environment, to the dramatic challenges to old business models from newer, technology-enabled players, the world was changing at a rapid pace. Then, quite unannounced, came the most serious global health emergency in living memory. Join our panel for a fascinating insight into the effects of such disruptions on the economy and markets, and to hear the panellists' thoughts on the extent to which the pandemic might accelerate, or alter, previous trends.


Brinton Johns

Co-founder and investor at NZS Capital, LLC

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Guy de Blonay

Fund Manager

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Mark Heslop

Fund Manager

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Richard Watts

Head of Strategy,
UK Small & Mid Cap

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Stephen Pearson

Chief Investment Officer

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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

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