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2021 Outlook: optimism and opportunities in a near normal environment
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2021 Outlook: optimism and opportunities in a near normal environment

While the start of 2021 looks to be a continuation of 2020, there is a great sense of optimism that, by year end, life will have returned to somewhere near normal as COVID-19 vaccines are rolled out globally.

4 Minute Read
January 2021 Economic Update
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January 2021 Economic Update

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.

9 Minute Read
US Elections Outcomes -Some Implications
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US Elections Outcomes -Some Implications

In this brief Note, we consider the implications of this outcome on policy, the US economy and society, trade and foreign policy, and for investors.

8 Minute Read
JANA 2020 Pre-conference session 1: Accelerating the transition to an on-line world: The critical role of digital infrastructure
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JANA 2020 Pre-conference session 1: Accelerating the transition to an on-line world: The critical role of digital infrastructure

Internet access and connectivity is now an essential service for consumers and businesses and this trend has been accelerated by COVID-19.  In this session, a panel of leading infrastructure investors will discuss opportunities and emerging trends in digital infrastructure.