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

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.

Unfortunately due to time zone restrictions you were unable to watch this live but 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.

Unfortunately due to time zone restrictions you were unable to watch this live but 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

Live event

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

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