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Australian equity fundamentals drive improvement in asset class view
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Australian equity fundamentals drive improvement in asset class view

JANA has recently completed its quarterly Asset Allocation review with the most notable change being an improvement to the view on Australian equities. 

9 Minute Read
JANA Market Commentary - July 2021
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JANA Market Commentary - July 2021

JANA’s year in review commentary summarises global news and economic commentary that is material to markets.

JANA Market Commentary - June 2021
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JANA Market Commentary - June 2021

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

Australian equities sentiment survey
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Australian equities sentiment survey

  • 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.
     
3 Minute Read