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Whilst ongoing developments in the US/China trade war have contributed towards marked short-term movements in investment markets and sentiment over the past year, there are longer-term structural investment implications to consider regardless of how the current trade negotiations play out.
JANA’s purpose is to deliver sustained investment outperformance for our clients and their beneficiaries. We recognise the growing challenges that you face as asset owners and fiduciaries including a lower return outlook and increasing regulatory complexities. I’d like to take this opportunity to update you with some of the changes that we have made and what we hope they will mean to you as our clients.