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JANA Podcast: Infrastructure – Will The Solid Returns Continue?

Stephen Hodges (JANA Senior Consultant) joins Christopher Beattie on the podcast to discuss the latest trends in Infrastructure from around the globe following his recent global research trip. The pair talk about the drivers of the recent strong returns for the asset class as well as infrastructure opportunities that align to the energy transition and digitalisation thematics.

JANA's Infrastructure Research Trip Insights

Claire Simpson, Principal Consultant and Co-Head Infrastructure, and Bharat Satghare, Senior Consultant, met with infrastructure managers and investors in London and New York in June 2023. These meetings are part of JANA’s regular overseas research trips conducted by each asset class team. This article provides an overview of their key takeaways and observations from their meetings.
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JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.