Should retail investors consider an allocation to illiquid investments? Michael Karagianis (JANA Investment Advisers) & John Julian (Dexus) discuss how investors can gain an exposure to these assets.
Michael Karagianis, senior consultant at JANA, says that investors should batten down the hatches and prepare for further volatility during the COVID-19 recovery.
Deanne Baker (Lonsec) and Lin Ngin (JANA) consider some key structural drivers that will impact portfolios over the long-term.
With continuing concern on the economic impact that may be caused by the COVID-19 virus, Michael Karagianis - Jana believes it’s best to take a conservative approach to investing during these times of heightened risk.