• The majority of managers are seeing average or above average opportunities in terms of absolute upside for Australian Equities over a 1-2 year timeframe.
• Managers are significantly more optimistic on the opportunity set for Value relative to Growth. 
• A key driver of positive sentiment is the expectation of fundamental upside relative to current consensus estimates.
   

Impact investing with its dual goals of positive impact as well as market-rate return, presents a growing and appealing prospect for environmentally and/or socially conscious institutional investors. This pack provides an overview of what private equity impact investing is, how the market has evolved, and given it’s opportunities and challenges JANA’s recommendation on how to best access the space.

JANA holds fortnightly all-staff research meetings on Monday mornings, and once a month a member of our Capital Markets Group provides the business with a snapshot of JANA’s major economic developments from around the globe.

JANA’s monthly market commentary summarises global news and economic commentary that is material to markets.