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Evolving perspectives of Bitcoin and cryptocurrencies
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Evolving perspectives of Bitcoin and cryptocurrencies

The astonishing upheavals across the globe over the past 12 months saw dramatic developments in investment markets, including the fastest equity market correction and subsequent recovery on record, radical changes to fiscal policy and regulation, the continued outperformance of ‘unicorns’ and the resurgence of cryptocurrencies, in particular Bitcoin.

JANA 2020 Pre-conference session 3: Investing in challenging times: Tools for the road
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JANA 2020 Pre-conference session 3: Investing in challenging times: Tools for the road

The transitions occurring in the global economy and society pose many challenges for investors. Global equity investor Sharon Fay of AllianceBernstein shall reflect on her experience of investing through challenging times and discuss some of the tools that investors can draw upon, including active management, ensuring diversity of investment approaches, and the assessment of ESG risks including climate change.

JANA 2020 Conference session 2: Can Australian equities transition to a high growth market?
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JANA 2020 Conference session 2: Can Australian equities transition to a high growth market?

Over the past decade, Australian equities have produced high dividends, but returns have lagged the US market. In this session, three leading Australian equity managers will consider if this will remain the case, or whether changes in the dominant sectors such as banking, mining and retailing and the increasing representation of ‘new’ industries will see a transition to a higher growth market.

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.

5 Minute Read