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JANA Global Equities Research Team Webinars
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JANA Global Equities Research Team Webinars

In quarter 3 of 2020 the JANA Global Equities Research Team hosted 4 webinars, click more to watch.

Maintaining portfolio balance in global equities: Will style diversification finally be rewarded?
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Maintaining portfolio balance in global equities: Will style diversification finally be rewarded?

The state of the US economy is mixed. Sustainability considerations are gaining traction; asset managers have built (and are building) proprietary databases and ratings systems. Manager anecdotes highlighted the differences in company ESG considerations outline the vast degrees of interpretation across the industry.

5 Minute Read
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