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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?
  • COVID-19 further reinforced the existing environment of low global growth, low interest and inflated asset valuations, and accelerated de-globalisation.
  • But it also appears to have triggered change in some key themes including the shift from monetary to fiscal dominance and risk of higher inflation over the medium to long term.
  • Investors need to be realistic about future return expectations given starting valuations. Key topics for investors to consider are the value of cash safety and the importance of diversification looking ahead due to differences in fiscal support across countries resulting in greater idiosyncratic risks.
28th October 2020 / 7 mins read
Robert Moore
Senior Consultant, Head of Fixed Interest
Lucie Bielczykova
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