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Hear from our specialists on a wide range of key economic influences, market challenges and the potential impacts on your investment decisions.

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Caution warranted in a time of easy money
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Caution warranted in a time of easy money

Liquidity conditions have been easy for some time,  which has been exacerbated by COVID relief measures. ‘Free money’ and the comfort of knowing ‘the Fed has your back’ is not conducive to capital allocation discipline.

5 Minute Read
COVID-19 Recession starting point – Zero interest rates, flat yield curves and high debt
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COVID-19 Recession starting point – Zero interest rates, flat yield curves and high debt

The COVID-19 recession is increasingly looking like the tipping point for a sustained regime shift in policy, with potentially major implications for economies and markets.

9 Minute Read
Credit intensiveness & complexity
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Credit intensiveness & complexity

Credit intensive and complex sectors sold off harder than higher quality credit in Q1, and have taken longer to recover. But in the past few weeks they have performed very strongly.

2 Minute Read
Steven Carew and Gary Wilson - 2019 research trip overview
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Steven Carew and Gary Wilson - 2019 research trip overview

In late 2019, Steven Carew and Gary Wilson travelled to the US and UK as part of JANA’s ongoing capital markets research program. In addition to macro and markets research, the main objective of this trip was to review active asset allocation strategy within a multi asset portfolio context.

7 Minute Read