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JANA Conference 2021 Session 1: Investing for change in China A-Shares
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JANA Conference 2021 Session 1: Investing for change in China A-Shares

China has long been the growth engine of the world and is among the countries most progressed with respect to its economic recovery.

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JANA 2021 Conference session 2: Assessing the impact of technological change across the Australian Equities market
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JANA 2021 Conference session 2: Assessing the impact of technological change across the Australian Equities market

Technological change is creating opportunities and threats to many industries within the Australian equity market. This is likely to produce a disperse range of outcomes over time for individual industries and companies. Australian equity portfolio managers Blake Henricks and Dawn Kanelleas considered which industries are ripe for change and which ones are adapting and leading in the digital age.

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JANA 2021 Pre-Conference Session 1A: Investing Amid Shifting Inflation Regimes – A Transitory Phenomenon or a Structural Change?
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JANA 2021 Pre-Conference Session 1A: Investing Amid Shifting Inflation Regimes – A Transitory Phenomenon or a Structural Change?

The recent sharp spike in prices means many investors are worried we are entering a new era of high inflation.  

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JANA 2021 Pre-Conference Session 2B: Investing in Real Estate in a Changing World
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JANA 2021 Pre-Conference Session 2B: Investing in Real Estate in a Changing World

The property sector is experiencing major structural changes, accelerated by behavioural changes resulting from the COVID-19 pandemic, and the enhanced digital structural drivers of real estate demand. Our panel of leading property experts discuss the key considerations for successful investing in real estate for the future, including identifying which sectors will embrace the changes and provide sustainable opportunities for investment, as well as the risks to be avoided and managed.

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