These webconferences are suitable for professional investors only.
Rethinking fixed income?
Please join Bob Michele, Chief Investment Officer and Head of Global Fixed Income, Currency & Commodities group, at this crucial time for fixed income markets. For the first time in a generation fixed income yields are attractive, but investors are grappling with persistent inflation and wage growth, ‘nasty’ central banks, and the prospect of a hard landing into a recession. Bob Michele will be joined by expert speakers to explain their outlook for yields, how they are navigating heightened bond market volatility and the best opportunities in fixed income markets.
Value offers value
A broad economic recovery with rising rates has put value stocks back in the spotlight for many investors. Our experts, therefore, explore if the value rebound could be sustained for an extended period of time, share their insights on value investing, discuss risks and opportunities they see within the current macro backdrop and how they identify and invest into “value” companies that offer value.
Impact of Omicron on Investing
Watch the market update in context of the emergence of Omicron. Our experts shared their views on economic outlook, central bank policies and financial markets. On top, since climate change, “net zero” and ESG continue to be on top of most investors’ agendas, our portfolio managers discussed how they invest into companies that provide solutions to fight climate change.
Convertibles Virtual Roundtable
Convertible Bonds have historically offered investors equity-like returns with lower volatility and downside protection through a bond floor. It's time for our expert to share an analysis of the global Convertible Bonds market as well as an outlook, and to discuss questions like: How do Convertible Bonds perform in periods of rising rates? How can Convertible Bonds be used in a client’s portfolio?
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?
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.
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.
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.
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.
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
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.
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.
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.