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2021 Outlook: optimism and opportunities in a near normal environment
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2021 Outlook: optimism and opportunities in a near normal environment

While the start of 2021 looks to be a continuation of 2020, there is a great sense of optimism that, by year end, life will have returned to somewhere near normal as COVID-19 vaccines are rolled out globally.

4 Minute Read
January 2021 Economic Update
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January 2021 Economic Update

JANA holds fortnightly all-staff research meetings on Monday mornings, and once a month a member of our Capital Markets Group provides the business with a snapshot of JANA’s major economic developments from around the globe.

9 Minute Read
US Elections Outcomes -Some Implications
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US Elections Outcomes -Some Implications

In this brief Note, we consider the implications of this outcome on policy, the US economy and society, trade and foreign policy, and for investors.

8 Minute Read
JANA 2020 Conference session 4: Is the world really transitioning to something different, or is it just more of the same?
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JANA 2020 Conference session 4: Is the world really transitioning to something different, or is it just more of the same?

Has COVID-19 driven a final push lower in very loose monetary and fiscal policy worldwide, the rise of on-line business models, and de-globalisation, or was the world going down this path anyway? Two leading economic thinkers, Andrew Balls of PIMCO and John Butler of Wellington, will provide their perspectives on the future direction of the global economy post the pandemic.