Skip to main content
Insights

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

Want More Insights?

Sign up for our SPARK newsletter for regular JANA insights. 

Subscribe
Evolving perspectives of Bitcoin and cryptocurrencies
More

Evolving perspectives of Bitcoin and cryptocurrencies

The astonishing upheavals across the globe over the past 12 months saw dramatic developments in investment markets, including the fastest equity market correction and subsequent recovery on record, radical changes to fiscal policy and regulation, the continued outperformance of ‘unicorns’ and the resurgence of cryptocurrencies, in particular Bitcoin.

JANA Global Equities Research Team Webinars
More

JANA Global Equities Research Team Webinars

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

6 Minute Read
Maintaining portfolio balance in global equities: Will style diversification finally be rewarded?
More

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
More

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