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US Elections Outcomes -Some Implications
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US Elections Outcomes -Some Implications

In this brief Note, we consider the implications of this outcome on policy, the US economy and society, trade and foreign policy, and for investors.

8 Minute Read
JANA 2020 Pre-conference session 2: Harnessing growth from the transition to new economic and social dynamics
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JANA 2020 Pre-conference session 2: Harnessing growth from the transition to new economic and social dynamics

The coronavirus pandemic has accelerated the already rapid transitions taking place in the global economy and society, creating strong growth opportunities. David Eiswert of T. Rowe Price will provide his insights on how to harness this growth, by identifying these changes/ trends and the companies best placed to benefit, while also managing the risks, including assessing the valuations of these stocks.

JANA 2020 Pre-conference session 1: Accelerating the transition to an on-line world: The critical role of digital infrastructure
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JANA 2020 Pre-conference session 1: Accelerating the transition to an on-line world: The critical role of digital infrastructure

Internet access and connectivity is now an essential service for consumers and businesses and this trend has been accelerated by COVID-19.  In this session, a panel of leading infrastructure investors will discuss opportunities and emerging trends in digital infrastructure.

JANA 2020 Conference session 4: Is the world really transitioning to something different, or is it just more of the same?
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JANA 2020 Conference session 4: Is the world really transitioning to something different, or is it just more of the same?

Has COVID-19 driven a final push lower in very loose monetary and fiscal policy worldwide, the rise of on-line business models, and de-globalisation, or was the world going down this path anyway? Two leading economic thinkers, Andrew Balls of PIMCO and John Butler of Wellington, will provide their perspectives on the future direction of the global economy post the pandemic.