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Key themes in global equities and noteworthy comments on the US / China trade dynamic
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Key themes in global equities and noteworthy comments on the US / China trade dynamic

Matthew Gadsden, Senior Consultant and Head of JANA’s Global Equities Research Team, and Greg Wilkinson, Senior Consultant visited in excess of 45 global equity managers during a recent research trip – here are their key takeaways.

5 Minute Read
Batteries - key takeaways for investors in the power sector
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Batteries - key takeaways for investors in the power sector

Angela Ruchin, Senior Consultant and Bharat Satghare, Consultant attended a battery forum hosted by Macquarie recently that focused on large scale batteries in the power sector – here are their key takeaways.

5 Minute Read
Australia – Looking beyond the mining boom
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Australia – Looking beyond the mining boom

Australia has been a major beneficiary of the economic rise of China, particularly the urbanisation and massive surge in fixed asset investment that has led to a once-in-a-century mining boom. The benefits for Australia from the mining boom have been experienced through higher wages, capital investment, economic growth and tax revenue.

20 Minute Read