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JANA 2021 Conference Session 4: Retooling for new realities - How the investment management industry is adapting to change
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JANA 2021 Conference Session 4: Retooling for new realities - How the investment management industry is adapting to change

Structural shifts in the economy are transforming the relationship between central banks, governments and the markets. Bob Michele of JPMorgan Asset Management will provide his insights on how the evolution of monetary and fiscal policy, changing demographics, ongoing technological disruption, and accelerating sustainability trends are creating a startling response from the global investment management industry.

2 Minute Read
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.

Credit intensiveness & complexity
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Credit intensiveness & complexity

Credit intensive and complex sectors sold off harder than higher quality credit in Q1, and have taken longer to recover. But in the past few weeks they have performed very strongly.

2 Minute Read
Pandemic takes massive toll on bond markets
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Pandemic takes massive toll on bond markets

Robert Moore, Head of Fixed Income outlines the opportunities we see in sectors of the credit market.

8 Minute Read