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JANA’s monthly market commentary summarises global news and economic commentary that is material to markets.
The February 2021 Reporting Season for the ASX is all wrapped up with market consensus providing an upbeat outlook for both earnings and dividends through CY2021 an impressive rebound considering the impact of COVID-19 through 2020. Materials and Financials sectors are expected to deliver a strong improvement in underlying earnings with both sectors accounting for 50% of the S&P/ASX300 index.
JANA explores the events of the 1930s and consider to what extent they can be applied to the contemporary environment of ultra-low interest rates and significant fiscal stimulus.
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.