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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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JANA’s Initial Thoughts on Recent Regulatory Developments in China and its Impact on Markets
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JANA’s Initial Thoughts on Recent Regulatory Developments in China and its Impact on Markets

The Chinese Government’s interventions within the country’s internet and education industries over July have sparked sharp declines in the share prices of companies that are most directly affected, including some of the larger cap names that comprise mainstream indices such as the MSCI Emerging Markets Index. Within this Note, the Global Equities Research Team provides an overview of the context behind this development and its initial views on the implications for investment strategies.

10 Minute Read
JANA 2020 Conference Session 1: A new decade, new challenges: Opportunities and risks for Asia of ‘de-coupling’ and ‘regionalisation’
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JANA 2020 Conference Session 1: A new decade, new challenges: Opportunities and risks for Asia of ‘de-coupling’ and ‘regionalisation’

The trends towards economic ‘de-coupling’ of China from other countries, particularly developed countries, and ‘regionalisation’, often touted as the next phase of globalisation, may be accelerated as a result of the COVID-19 pandemic. In this session, our panel of Asia-based investors will explore the opportunities and risks for China and Asia more broadly of these trends, and the implications for investors.

4 Minute Read
Global Equities Research Team
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Global Equities Research Team

JANA’s Global Equities Research Team unpacks and discusses the key drivers of market returns over the period and the implications on active manager performance.

6 Minute Read
Impacts of the rise of passive investing and exchange traded funds
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Impacts of the rise of passive investing and exchange traded funds

This paper discusses the rapid growth of passive and ETF investing and considers the potential implications on investment markets, both from a return or risk perspective.

5 Minute Read