Spark Insights

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Rates, Inflation and the New Regime

In February/March 2024, JANA’s Robert Moore, Head of Fixed Income Research and Jason Rix, Senior Investment Analyst, conducted a Global Bond and Macro research trip spanning London, Boston, New York, and Los Angeles. The trip provided valuable insights into the current state and potential direction of the economy and markets in a post-COVID, post zero-rate world.

JANA Podcast: Global Equities Research Trip

In this episode, Christopher Beattie is joined by Justin Tay (JANA Global Equities Research Team) to discuss the key takeaways from his recent overseas research trip. The pair discuss sentiment across global equity managers, the latest thinking on the Magnificent 7 and how to position portfolios going forward.

JANA's Infrastructure Research Trip Insights

Claire Simpson, Principal Consultant and Co-Head Infrastructure, and Bharat Satghare, Senior Consultant, met with infrastructure managers and investors in London and New York in June 2023. These meetings are part of JANA’s regular overseas research trips conducted by each asset class team. This article provides an overview of their key takeaways and observations from their meetings.
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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.