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JANA’s monthly market commentary summarises global news and economic commentary that is material to markets.
JANA considers that expansion of economic growth is underpinned by unlocking value from, and providing opportunities to, all segments of the community. In the investment management context, JANA considers that a diverse, inclusive culture provides a strong foundation for sustainable, high performing investment organisations.
Green hydrogen is increasingly discussed as key to reducing carbon emissions and fighting climate change and there have been numerous announcements about planned hydrogen projects, particularly in Australia.
Alternative yield research has been a focal point for JANA's research team for several years now. Against a backdrop of ultra-low interest rates and tight credit spreads, the need to provide innovative solutions that can provide yield has intensified over the past 18 months.
