Webkonferenzen zum Asset Management | Zeitplan & Archiv

Die internationalen Web-Konferenzen finden in der Regel in englischer Sprache statt und sind nur für professionelle Anleger geeignet.

Regular webconferences

Monthly

Market Watch series

Join Karen Ward, Chief Market Strategist, EMEA, monthly to discuss the latest Covid-19 developments and market implications. Karen will be joined by one of our senior investment professionals for a more detailed look at an individual asset class or market.

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Monthly

ESG 360° Webconference series

Join our Market Insights team and guests on the last Tuesday of every month for a webconference diving deep into the topics that matter for sustainable investors.

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Monthly

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Macro Strategies monthly

Our Macro Strategies team provide a monthly update on their market views, positioning and recent performance. The team will refer to data for the JPMorgan Investment Funds – Global Macro Opportunities Fund as representative of the funds they manage.

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Quarterly

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Fixed income investment quarterly

Iain Stealey, International CIO of our Global Fixed Income, Currency & Commodities Group, discusses all the key themes from our latest fixed income investment quarterly meeting.

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Featured webconferences

28. June 2021

The CIO Talk – Outlook for Global Equity Markets

After a strong start to the year, capital markets are becoming a bit more volatile again as a multitude of questions move the markets: Will sector rotation continue as the global economy continues to open, and what is the outlook for tech companies? What does the global climate agenda mean for equity investors? And what impact do high valuations and possible interest rate hikes have on the earnings potential of stocks?

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23. June 2021

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Mid-Year Investment Outlook

As the economic cycle and the bull market matures, it will be ever more important for investors to actively manage exposures and risks to deliver strong investment returns. Our experts will share their high-conviction ideas and discuss the key questions on top of investors’ minds including inflation, rotation towards Europe and value, Asia and China, carbon pricing and policies as well as alternatives.

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26. May 2021

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Net Zero Emission Targets and SFDR

Dramatic changes to the global economy will be required if net zero emission targets are to be achieved by 2050. A thorough understanding of how the policy changes in different industries will impact cash flows and valuations is an essential part of any investor’s decision. Join our expert speakers as they discuss the implications of the move to net zero, why we are taking a prudent approach to SFDR, and how we achieve best-in-class ESG exposure in our Europe Sustainable Equity Fund.

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28. April 2021

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Q2 Guide to the Markets

Neben dem gewohnten Blick auf die globalen Kapitalmärkte wird Tilmann Galler auch besonderes Augenmerk auf die letzten Entwicklungen der Corona-Pandemie legen.

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20. April 2021

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Looking beyond – what’s next in markets and investing?

The first quarter of 2021 has been fully risk-on and investors have deployed very large amounts into emerging markets, China, high-yield bonds and other ‘risk-on’ asset classes. While there are good reasons to believe that the risk-on trend has more runway, the sentiment and environment could change at some point. As diligent investors and advisors, we must ask ourselves today how the next stage will look like and develop an understanding which asset classes and strategies will deliver strong investment outcomes at this point in time.

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30. March 2021

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Investing in European Equities: Europe is back

While European and US equities have been driven by different dynamics over the last decade, things may be about to change. Europe could be one of the main actors in the global recovery, with markets and sectors across the region boosted by the European Recovery Fund. European equities also offer access to competitive dividend yields, several new technology trends, and global leadership on the path towards net-zero carbon emissions.

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25. March 2021

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Consciously Sustainable – also in Alternatives

Sustainable investing is at the core of investors’ minds as demonstrated by the massive capital inflows into traditional equity and fixed income asset classes. We see an increasing demand for alternative sustainable solutions to comply with investors objectives to build strategic sustainable asset allocation which will allow to enhance the risk-adjusted returns of their multi-asset portfolios. Explore how to benefit from sustainable trends in the alternative space, whether sustainable investing is compatible with shorting and alpha generation, and why to invest in sustainable alternatives

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23. March 2021

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China: Unlocking long term Potential

2021 marks the 100th anniversary of J.P. Morgan’s presence in China and we have built vast local resources over the past century. We believe we are uniquely positioned to unlock China’s potential for our investors. Howard Wang and Rebecca Jiang, Co-Portfolio Managers for Chinese equities strategies, will share their views on the Chinese economy and market, as well as the many opportunities open to investors. They will be joined by a Consumer and Technology Sector Analyst who will discuss the opportunities in China and deep dive into their respective sectors.

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9. March 2021

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Sustainable Investing around the World

As demand continues to increase rapidly for sustainable investing solutions, join our senior equity investors as they take a detailed look at the latest developments in sustainable investing across the asset class, focusing on Europe, emerging markets and Japan. You’ll have the opportunity to hear about our environmental, social and governance (ESG) journey, take a closer look at our stewardship framework, and learn how we’ve been able to fully integrate ESG factors into our equity investment processes.

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4. March 2021

China Fixed Income

China as an investment destination is attracting a massive amount of interest – probably more than ever in the context of continued economic growth even in light of the current pandemic. In the near term, China is expected to continue leading the global recovery, supported by fewer supply disruptions and strong consumer confidence. Stay ahead of this important investing opportunity.

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4. February 2021

Short squeeze activity and heightened market volatility: How to invest during recent market events?

The recent volatility in the US market driven by short squeezes and concerted flows into selected securities raises many questions over hedge funds, financial market regulation and the impact on risk and portfolio management. Join Rick Singh, Senior Portfolio Manager as he discusses the fallout from these unprecedented market event.

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28. January 2021

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Climate Change and Sustainable Investing Opportunities

With political changes in the US, a further acceleration in climate policy action is expected. As we move towards a low carbon world, investors will need – at a minimum – to manage the inherent climate-related risks lurking in their portfolios.

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26. November 2020

Outlook 2021

Look ahead to 2021 and consider what might lie in store for global economies. Karen Ward, Chief Market Strategist EMEA, will provide a market outlook, followed by a panel discussion with our senior investors on their high conviction investment views.

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Recognising that custom, practice, regulation and laws differ around the world, J.P. Morgan Asset Management is providing this notice, in the interest of transparency, so that you may consider whether participation in the event is permissible under the laws of your home country and internal policies of your organisation. By accepting this invitation, J.P. Morgan Asset Management will understand that you have obtained all necessary approvals to participate in the event.

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Market Insights

Portfolio Insights

Web-Konferenzen

Web-Konferenzen

Regular webconferences

Market Watch series

ESG 360° Webconference series

Macro Strategies monthly

Fixed income investment quarterly

Featured webconferences

The CIO Talk – Outlook for Global Equity Markets

Mid-Year Investment Outlook

Net Zero Emission Targets and SFDR

Q2 Guide to the Markets

Looking beyond – what’s next in markets and investing?

Investing in European Equities: Europe is back

Consciously Sustainable – also in Alternatives

China: Unlocking long term Potential

Sustainable Investing around the World

China Fixed Income

Short squeeze activity and heightened market volatility: How to invest during recent market events?

Climate Change and Sustainable Investing Opportunities

Outlook 2021