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2025 JANA Investment Strategy Outlook

Balancing Risk & Resilience in a Changing Landscape 

In an increasingly complex world, investors must navigate both structural shifts and short-term volatility. 

This three-part series explores the risks and opportunities shaping tomorrow’s investment landscape — and how to build resilient, well-positioned portfolios in the face of uncertainty. 

Now available: Part 1 – Balancing Risk and Resilience 

The first instalment of the 2025 JANA Investment Strategy Outlook examines the structural forces shaping the investment landscape in 2025 and beyond.  

Key themes include the shift to a multi-polar world, demographic headwinds, the energy transition and climate change, sustainable capitalism, and the accelerating impact of technology — particularly AI and healthcare innovation. 

Get the full Outlook

Building on the insights from Part 1, the next two instalments of the 2025 JANA Investment Strategy Outlook explores how asset classes are evolving — and how investors can adapt to stay ahead in an uncertain environment. 

Part 2: Asset Class Trends and Strategy

Highlights the evolution of asset classes and the implications for asset allocation and portfolio design. 

Part 3: Navigating Structural and Cyclical Changes 

Analyses the current environment and key areas JANA will monitor closely throughout 2025. 

Want to explore the full reports? Contact us here.

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Depth with Difference

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Research Approach
Our intensive investment manager research is a key differentiating factor. Our asset class research teams conduct their own research face-to-face with investment managers in their offices all around the world. We do not rely on advice prepared by distant partners or associates.
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Sustainability is something far deeper than simply a word. It’s a deep, organisational wide belief that the choices we make today will impact the world tomorrow and beyond. We believe that by fostering and making sustainable future choices in all we do, we can maximise positive impact for ourselves and others.
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DEPTH OF EXPERIENCE
Diverse Client Base
Our diversity drives innovation. At JANA, you’ll see a breadth of clients that’s unique in our market. Clients range from Government Departments, Superannuation Funds, Universities, Charities, Endowments and beyond. We deliver tailored successful outcomes for our clients.
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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.