/Insights/JANA Podcast: What’s Changed? Structural Themes Driving the 2026 Outlook
Insights & Perspectives

JANA Podcast: What's Changed? Structural Themes Driving the 2026 Outlook

JANA’s Head of Capital Markets, Gary Wilson, and Senior Consultant, Chris Beattie discuss the key structural shifts shaping the outlook for 2026 and beyond.

12 Feb 2026   |   Capital markets
by Gary Wilson
by Christopher Beattie
Drawing on JANA’s recent paper Navigating Structural Shifts, the conversation explores what has changed since last year’s themes and why long-term forces are now having a much more immediate impact on economic and market outcomes.
The pair discuss:
  • Why structural themes are exerting greater influence on growth, inflation, and market cycles
  • The rise of economic nationalism and fiscal intervention as enduring policy forces
  • How accelerating AI investment and adoption could reshape productivity, labour markets, and inflation over time
  • What these shifts mean for portfolio resilience as investors look ahead to 2026
Tune in for a top-down perspective on the forces shaping the next phase of the global investment landscape.

Important information

This podcast is issued by JANA Investment Advisers Pty Ltd (ABN 97 006 717 568) (AFSL 230693) (‘JANA’). It is intended for use only by a ‘wholesale client’ (as defined in the Corporations Act).

Where JANA relies on third parties to provide information used in this recording, JANA its directors and its employees, are not responsible for the accuracy of that information. Opinions expressed constitute JANA’s judgement at the time of this publication and are subject to change. Subsequent changes in circumstances may also affect the accuracy of the information.

Any past performance noted in the recording is not indicative of future performance.

JANA does not provide any guarantee about the future performance of the investment products, managers, asset classes or capital markets discussed.

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JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.