2019 Behind the scenes - Harnessing Long-Term Return Drivers to Generate Attractive Investment Returns




Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income discusses the fixed income markets in an environment of modest returns across major asset classes.


2019 Behind the scenes - Looking Through the Noise for Long-Term Drivers of Equity Returns




Jason White, Managing Director, Artisan Partners explores secular economic and social trends that are expected to deliver strong and sustainable long-term growth for companies that exploit them.


2019 Behind the scenes - China 2049: What Will it Look Like and What are the Opportunities for Investors?




Susan Dietz-Henderson, China Affairs Director, Capital Group reflects on China’s ambitious goals to achieve by 2049 and the risks and opportunities for Australian investors.


2019 Behind the scenes - China 2049: What Will it Look Like and What are the Opportunities for Investors?




Chi Lo, Senior Economist, Greater China, BNP Paribas discusses China’s long-term goals to be achieved by 2049 and how Australian investors can benefit from these changes.


2019 Behind the scenes - Improving Investment Decision-Making by Leveraging Diversity and Maximising Group Effectiveness




Stuart Rae, Chief Investment Officer, Asia-Pacific Value Equities, AllianceBernstein explores through his research how different forms of diversity and group behaviour can affect investment decision making, and how boards, investment committees and teams can take advantage of this.



Conferences

2019 Core Session 1: Harnessing Long-Term Return Drivers to Generate Attractive Investment Returns

September 2019
James Leigh, Investment Analyst


In this article
  • Delivering portfolio objectives in the future given the outlook for modest returns across the major asset classes appears to be a major challenge for investors. Sonal Desai of Franklin Templeton provided her insights at the JANA Conference 2019 on economic and market themes that investors can harness in order to generate attractive investment returns and manage risk over the long term.

Read more 2 min read



Conferences

2019 Core Session 2: Looking Through the Noise for Long-Term Drivers of Equity Returns

September 2019
Tyson Yeo, Investment Analyst


In this article
  • With equity markets increasingly driven by the noise of short-term news and quarterly earnings guidance, it seems harder than ever to take a long-term view.  Jason White of Artisan Partners examined at the JANA Conference 2019 several durable, secular economic and social trends that are expected to deliver strong and sustainable long-term growth for companies that can effectively exploit them.

Read more 2 min read



Conferences

2019 Core Session 3: China 2049: What Will it Look Like and What are the Opportunities for Investors?

September 2019
Sam Mouat, Investment Analyst


In this article
  • The Chinese Government has ambitious goals for China to achieve by 2049, the centenary of the founding of the People’s Republic.  Two highly credentialed China experts assessed at the JANA Conference 2019 what China will look like if these goals are achieved, reflected on the implications for China, Asia and the world, and considered how Australian investors can seek to benefit from these changes.
Read more 6 min read



Conferences

2019 Core Session 4: Improving Investment Decision-Making by Leveraging Diversity and Maximising Group Effectiveness

September 2019
Carlo Tjahjadi, Investment Analyst


In this article
  • In investment decision-making, ‘group think’ is usually perceived as a negative and ‘diversity’ as positive. However, in certain cases the opposite can be true.  Stuart Rae of AllianceBernstein explored at the JANA Conference 2019 a range of research on diversity and the behaviour of groups and applied this to how investment teams, investment committees and boards could be composed and managed to enhance outcomes.

Read more 2 min read



Conferences

2019 Breakout Session 1A: Examining the Potential Implications of Climate Change Scenarios for Long-Term Capital Market Assumptions

September 2019
Trent Stevenson, Investment Analyst


In this article
  • Sustainable investment specialist Danyelle Guyatt of Climate Insight provided at the JANA Conference 2019 an overview of the development of long-term climate change assumptions for the JANA Solve model. Ms Guyatt discussed the approach taken, approaches that others are taking and some of the challenges, such as data, models and assumptions needed, to develop scenarios that assess potential climate change impact.

Read more 2 min read



Conferences

2019 Breakout Session 1B: Looking Beyond the Traditional for Long-Term Return Drivers in Property

September 2019
Irene Zabala, Investment Analyst


In this article
  • Historically, the direct property portfolios of Australian institutional investors have been dominated by domestic office, retail and industrial assets. With the return outlook for these sectors appearing more modest than in the past, Al Rabil of Kayne Anderson and Christopher Heady of Blackstone discussed at the JANA Conference 2019 the emerging or less researched sectors and geographies for property investments that are considered able to produce attractive long-term returns.

Read more 3 min read



Conferences

2019 Breakout Session 2A: Harvesting Persistent Credit Risk Premiums in Different Parts of the Private Debt Markets

September 2019
Lucie Bielczykova, Investment Analyst


In this article

Private debt offers investors access to higher and more stable credit risk premiums – one of the most persistent and attractive risk premiums available in capital markets. With some sectors of credit markets showing weakening standards and lower credit protections, David Manlowe of Benefit Street Partners and Matthew Turner of ICG explored at the JANA Conference 2019 different, more niche sectors and considered if these warrant longer-term allocations within portfolios.

Read more 6 min read



Conferences

2019 Breakout Session 1C: Understanding the Investment Impact of the Changing Superannuation Policy and Regulatory Environment

September 2019
Ben Coune, Investment Analyst


In this article
  • Australian superannuation funds face a changing policy and regulatory environment that is likely to have a significant impact on the investment landscape. Martin Fahy of ASFA discussed at the JANA Conference 2019 how the changing priorities of government and regulators are expected to impact on investment portfolios, and assess the potential long-term implications for funds and their members.

Read more 5 min read



Conferences

2019 Breakout Session 2B: Investing into Disruption for Long-Term Growth

September 2019
Sam Pfitzner, Investment Analyst


In this article
  • We live in an era of unprecedented technological change, with many markets and industries being transformed. A panel consisting of Dean Dorrell of Carthona Capital, Alistair McCreadie of IP Group and Niki Scevak of Blackbird Ventures shared their views at the JANA Conference 2019 on the ramifications of disruption, including identifying long-term growth trends, the nature and durability of competitive advantage, and the opportunities and risks involved in capturing the growth potential of disruption and innovation.
Read more 3 min read



Conferences

2019 Breakout Session 2C: Looking Through the Noise to Deliver Strong Retirement Outcomes for Members

September 2019
Neil Maines, Consultant


In this article
  • The retirement policy landscape remains complex and uncertain, making it challenging for fiduciaries to have confidence in developing products for their members. Anthony Lupa of DWS discussed at the JANA Conference 2019 his observations on global policy, product and technological evolution in the context of a post-retirement member solution, and how these learnings might apply to the Australian market.
Read more 6 min read


2018 Setting Investment Strategy in a World in Transition




Setting investment strategy at a time when the world appears to be transitioning to a new economic and market environment presents many challenges. Lori Heinel of State Street Global Advisors will provide her insights on building portfolios that can deliver investment objectives while at the same time balancing high valuations across asset classes and heightened risks on many fronts.


2018 Behind the scenes – A new economic environment?




Anne Anderson of UBS Asset Management and Guy Bruten of AllianceBernstein discuss whether we are transitioning to a new economic and market environment and if so, what it all means.


2018 Behind the scenes - Setting investment strategy in a world of transition




Lori Heinel, of State Street focuses on China and how it transitions from an investment led economy to a consumer led one and the role of the One Belt One Road initiative and Foreign Direct Investment. Lori also touches on future themes including technology and debt levels and finishes up with a thought on the likelihood of the re-election of Trump.


2018 Are We Transitioning to a New Economic and Market Environment and if So, What Does it All Mean?




Is the world transitioning to a new economic and market environment? If so, what does that look like and what does it mean for investors? Leading strategists Anne Anderson and Guy Bruten will discuss their views on how investors can best navigate this transition, including the investment possibilities that it may present and the potential risks that will need to be managed.


2018 Behind the scenes – Is there still a value premium?




Sarah Ketterer of Causeway Capital shares her perspectives on whether the ‘value premium’ still exists and the opportunities for value stocks going forward.