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Insights & Perspectives

JANA Podcast: Cutting Through the Bull

In this episode, Christopher Beattie is joined by Daniel Kisnorbo (JANA Global Equities Research Team) to discuss the key takeaways from his recent overseas research trip across the US, the UK and Asia. The pair discuss manager sentiment following a strong year for global equities, the outlook for emerging markets and China as well as JANA's upgraded view on developed market equities.
28 Nov 2024   |   Equities
Insights & Perspectives

JANA Podcast: Can We Expect A Turnaround In Property Any Time Soon?

In this episode, Christopher Beattie is joined by Mary Power (JANA Head of Property Research) to discuss the key takeaways from her recent overseas research trip to the UK and the US. The pair discuss expectations for an inflection point in pricing, sentiment across property investors and the most attractive opportunities in the property space off the back of the trip.
29 Aug 2024   |   Property
Insights & Perspectives

JANA Podcast: Infrastructure – Will The Solid Returns Continue?

Stephen Hodges (JANA Senior Consultant) joins Christopher Beattie on the podcast to discuss the latest trends in Infrastructure from around the globe following his recent global research trip. The pair talk about the drivers of the recent strong returns for the asset class as well as infrastructure opportunities that align to the energy transition and digitalisation thematics.
29 Aug 2024   |   Infrastucture
Insights & Perspectives

JANA Podcast: What are the latest trends in Private Equity from around the globe?

Matt Moon (JANA Head of Private Equity Research) joins Christopher Beattie on the podcast to discuss the latest trends in Private Equity from around the globe following his recent global research trip. The pair talk about sentiment across the managers, Private Equity investing in Asia and the most attractive opportunities currently in the Private Equity space.
2 Jul 2024   |   Private equity
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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.