In September 2018, JANA launched Spark, an online portal designed to showcase JANA’s thought leadership and insights. Our objective is to make it easy for our clients to access insights in a convenient and timely way, complementing the relationship they have with their JANA consulting team. Spark is intended to ignite conversations about investment opportunities and topical issues. We will upload a broad range of content at least monthly, ranging from JANA white papers, videos, audio content, insightful commentary, market and economic data as well draw focus to interesting manager-produced content. Access to JANA Spark is only available to clients and trusted partners.
Developing Trends in Infrastructure Investment
JANA’s Infrastructure Research team recently completed a research trip to Europe and the US. Our objective was to explore several themes developing in the infrastructure space. Read more about Developing Trends in Infrastructure Investment
JANA ‘WHATS NEW’ NEWSLETTER
Please take a look at JANA’s September Quarter ‘What’s New’ Newsletter. In this update we provide insights on the latest happenings in the JANA office, including: Infrastructure and Property Research Trip, Introducing Ed Giudice and Kim Slaminka, and Alice Springs to Darwin on Two Wheels – Georgina Dudley Read more about JANA ‘WHATS NEW’ NEWSLETTER
Risks and Opportunities in China – JANA 2017 Asian Research Tour
Each year JANA hosts a study tour for clients, with the purpose of extending Trustee’s and Senior Executive investment knowledge. This year John Coombe and Duncan Smith from JANA hosted the tour which focussed on Asia, with a particular emphasis on China. The following article from Duncan Smith provides a summary of some of the key risks and opportunities identified for investors looking to gain more direct exposure to China. Read more about Risks and Opportunities in China – JANA 2017 Asian Research Tour
Approaching the Retirement Puzzle
In previous editions of the JANA MyConsultant publication, we shared our thinking on retiree preferences for retirement product design. We also provided a framework for Trustees to use when tackling the retirement conundrum and shared our key principles when investing for retirement. In this article, we will provide an overview of the roadblocks that Funds have faced, and also outline a number of approaches that Funds are exploring to tackle the retirement puzzle. Read more about Approaching the Retirement Puzzle
NAB to sell a majority stake in JANA to senior management
NAB has today announced that it has agreed to sell a 55 per cent interest in its asset consulting business (JANA) to the JANA senior management team. Read more about NAB to sell a majority stake in JANA to senior management
The End of the Thirty Year Bond Rally
Global bond yields have been falling for over thirty years. What has driven this rally, how have bonds performed during this rally, have we reached the end and what does it mean for the asset class moving forward? Read more about The End of the Thirty Year Bond Rally
Fast cars and best practice operational due diligence
What do fast cars and global best practice operational due diligence have in common? At first glance, not much. Read more about Fast cars and best practice operational due diligence
From ‘ESG’ Integration to Impact
Over the past 10 years, the investment industry has broadened its focus beyond financial statements to increasingly consider environmental, social and governance (ESG) factors. While for many the primary motivation for considering ESG factors is to improve investment returns, encouraging better management of ESG risks can both improve the sustainability of financial returns and outcomes for the communities in which they operate. Some investors are now seeking to take a step further, from integration to Impact. Read more about From ‘ESG’ Integration to Impact
Observations from a JANA veteran
Jim Kiely retired in February this year. Read more about Observations from a JANA veteran
Australian Equities in 2016 – a year of contrasting halves
The 2016 calendar year provided an interesting period for Australian Equities, with a strong headline asset class return partially masking a large underlying rotation in market leadership. Read more about Australian Equities in 2016 – a year of contrasting halves