JANA Podcast: Scale, Skill and the Search for Alpha in Alternatives

Have higher rates and AI reshaped where investors can find an edge in Alternatives?
Chris Beattie speaks with Chris McAvoy, JANA’s Head of Alternatives, following 70+ manager meetings across the US, UK and Asia. Together they explore why manager skill is becoming increasingly important, how AI is changing investment processes, and where the most compelling opportunities and risks sit today.
Topics covered include:
  • Why scale is becoming a competitive advantage in alternatives
  • How AI is changing research but not replacing investment judgement
  • The case for equity long-short in a higher-rate environment
  • Key opportunities and risks in insurance-linked securities

Click here to listen on Spotify.

Footnote:

  1. Citizens Property Insurance Corporation is officially designated Florida’s “insurer of last resort” under state law. The term is used in this podcast in that statutory sense.
  2. The views expressed on incremental allocation are general in nature and listeners should consult their JANA consultant to determine the applicability of any views expressed to their specific investment portfolio and circumstances.

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.