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JANA 2020 Conference Session 1: A new decade, new challenges: Opportunities and risks for Asia of ‘de-coupling’ and ‘regionalisation’
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JANA 2020 Conference Session 1: A new decade, new challenges: Opportunities and risks for Asia of ‘de-coupling’ and ‘regionalisation’

The trends towards economic ‘de-coupling’ of China from other countries, particularly developed countries, and ‘regionalisation’, often touted as the next phase of globalisation, may be accelerated as a result of the COVID-19 pandemic. In this session, our panel of Asia-based investors will explore the opportunities and risks for China and Asia more broadly of these trends, and the implications for investors.

4 Minute Read
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.

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
Insurers need to cast net wider
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Insurers need to cast net wider

It is now more important than ever for insurers to consider how to utilise the reserves backing their regulatory capital requirements and any surplus capital to best support their businesses.