Jupiter: The Value of Active Minds Series – Quick thinking: Asian income, European and global equities

"Zoom fatigue" is an all-too-familiar reality for many of us who have spent months working through lockdown. With this in mind, we have designed this series of virtual events to share the greatest number of insights and ideas from some of our leading fund managers, in the shortest possible timeframe. Please join us for as many of the sessions as you can to hear the "quick thinking" of no fewer than three of our experts, in a total of little more than 30 minutes.

 

Looking to Asia for income in a post-Covid world

As investors have started to look beyond the pandemic to a post-Covid world, Asia Pacific equities have recovered meaningfully, and there are many tailwinds that could continue to support markets in the region over the longer term. But in a world where political decisions and environmental disasters make bouts of inflationary pressure increasingly likely, identifying those companies with the strongest pricing power has become more important than ever. Join Jason Pidcock, Head of Strategy, Asian Income, as he discusses where he is currently finding the most attractive Asian income opportunities, and why he is positive about the outlook for dividend growth in the region.

 

How do you recognise great European growth companies?

Although Europe’s domestic economy remains sluggish, Europe is home to some of the world’s leading companies. Please join Fund Manager Mark Heslop to learn why investing in the highest quality business models that have exposure to worldwide secular growth themes can be a way to deliver excellent returns for the long-term investor. Mark will talk about the benefits of investing in companies that have recurring revenues, strong cash generation and occupy niche positions in faster-growing areas. Their strong business models should leave such companies well positioned to weather economic shocks, while benefiting from long-term structural global growth trends.

 

The power of resilience and optionality

Brinton Johns, investor at NZS, will explain how the firm’s view of the world informs its portfolio construction process, which combines a relatively small number of Resilient companies with a long tail of Optionality companies. Resilient businesses have very few predictions underpinning their success and a narrow range of outcomes, while Optionality businesses have a wider range of outcomes and their success hinges upon a more specific view of the future playing out. This combination of long-duration growth with asymmetric upside is well suited to navigating the increasing pace of change throughout the global economy.