JANA Podcast: 2025 Structural Themes - Asset Class Trends and Strategy

In this episode of the JANA podcast, Christopher Beattie sits down with Kirsten Temple (JANA General Manager, Investment Strategy) to explore JANA’s recent client note, 2025 Structural Themes – Asset Class Trends and Strategy. This is the second part of our three-part series on JANA’s 2025 Structural Themes.

We discuss:

  • Linking Structural Themes to Asset Classes – How insights from our first note “Balancing Risk and Resilience” shape our views on asset allocation.
  • Navigating Market Risks – Key considerations for inflation uncertainty, climate-related risks and portfolio flexibility in 2025.

Tune in for insights on how investors can position portfolios for a rapidly evolving investment landscape.

Important information

This podcast is issued by JANA Investment Advisers Pty Ltd (ABN 97 006 717 568) (AFSL 230693) (‘JANA’). It is intended for use only by a ‘wholesale client’ (as defined in the Corporations Act).

Where JANA relies on third parties to provide information used in this recording, JANA its directors and its employees, are not responsible for the accuracy of that information. Opinions expressed constitute JANA’s judgement at the time of this publication and are subject to change. Subsequent changes in circumstances may also affect the accuracy of the information.

Any past performance noted in the recording is not indicative of future performance.

JANA does not provide any guarantee about the future performance of the investment products, managers, asset classes or capital markets discussed.

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JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.