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Insights

Hear from our specialists on a wide range of key economic influences, market challenges and the potential impacts on your investment decisions.

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The unique role of technology in investment portfolios
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The unique role of technology in investment portfolios

  • An overview of the unique and evolving role technology plays within investment portfolios.
  • The benefits of drawbacks of the different ways to access technology exposures.
  • As well as the potential structural impacts brought by COVID-19.
6 Minute Read
Key Trends in Infrastructure
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Key Trends in Infrastructure

Will the Coronavirus Hit Infrastructure Airport Valuations? 

3 Minute Read
Key Trends in Infrastructure
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Key Trends in Infrastructure

Will the Coronavirus Hit Infrastructure Airport Valuations? 

3 Minute Read
Australian airports continue to fly high
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Australian airports continue to fly high

On average, Australian airports make up about ~30% of JANA clients’ infrastructure exposure and most Australian investors with an allocation to infrastructure, have exposure to Australian airports. As such, the outcome of the Productivity Commission (“PC”) review, relating to the Economic Regulation of Australian Airports, has been eagerly anticipated by infrastructure managers, investors and airlines alike.

7 Minute Read