Jupiter: The Value of Active Minds Series – Everything changes, but nothing changes: Merlin Portfolios

The world has felt like a distinctly strange place over the last 12 months or so, and it is undoubtedly the case that the pandemic has brought with it a series of changes to lives and routines that few – if any – of us could have imagined, let alone predicted. For seasoned investors though, the Covid-19 crisis is arguably but one major inflection point in a long series of significant changes in the global economy and markets.

 

Please join John Chatfeild-Roberts, Algy Smith-Maxwell, Alastair Irvine and other members of the Jupiter independent funds team for what promises to be a fascinating and illuminating examination of the pandemic and the economic and market impacts thereof, in the context of over two decades of managing fund-of-funds investment portfolios.

 

In addition, the team will consider the macroeconomic and market outlook for the remainder of 2021 and beyond, as the UK settles into its new relationship with the EU, President Biden establishes a new regime in the White House, and vaccine programmes around the world gather pace. Edward Bonham Carter will also join the discussion as the team share their latest thinking in relation to environmental, social and governance considerations, which have come so prominently to the fore in recent years.

 

As ever, the team will be delighted to take questions from the audience.