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While the start of 2021 looks to be a continuation of 2020, there is a great sense of optimism that, by year end, life will have returned to somewhere near normal as COVID-19 vaccines are rolled out globally.
JANA holds fortnightly all-staff research meetings on Monday mornings, and once a month a member of our Capital Markets Group provides the business with a snapshot of JANA’s major economic developments from around the globe.
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.
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.