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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 3: Climate change: A world in transition
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JANA 2020 Conference session 3: Climate change: A world in transition

The theme of our conference is the world in transition over the next decade, and we believe climate change is a key consideration in this. However, it can be challenging to understand what to do. This session will focus on how asset owners, both locally and globally, are addressing climate change, as well as the trends that are being observed.

4 Minute Read
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.

Caution warranted in a time of easy money
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Caution warranted in a time of easy money

Liquidity conditions have been easy for some time,  which has been exacerbated by COVID relief measures. ‘Free money’ and the comfort of knowing ‘the Fed has your back’ is not conducive to capital allocation discipline.

5 Minute Read