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.
JANA 'What's New' Newsletter
Please take a look at our first ‘What’s New’ newsletter of 2017. In this update, we provide insights on the latest happenings in the JANA office, including: Recent retirements, Read more about JANA 'What's New' Newsletter
TRANSITION MANAGEMENT – AN EXERCISE IN RISK MANAGEMENT
At $115 billion per annum, the transition of on-market investments represents “big money” and a very significant risk that needs to be carefully managed. Read more about TRANSITION MANAGEMENT – AN EXERCISE IN RISK MANAGEMENT
JANA awarded top rating from Chant West
Australia’s largest asset consultant JANA was recently awarded Chant West’s ‘highest quality’ multimanager rating, 5 Apples for the 11th time. Read more about JANA awarded top rating from Chant West
Brexit vote – A post mortem
The shock from last month’s surprise referendum decision by the UK to leave the European Union continues to cause uncertainty in markets and raise questions about the cohesion of the eurozone. In Read more about Brexit vote – A post mortem
Jeremy Wilmot
Climate change risks: what are your managers doing?
With the Federal election looming, it should come as no surprise that climate change continues to be a topic of hot debate. Read more about Climate change risks: what are your managers doing?
Kirsten Temple
Active Managers Have the Edge in the Concentrated Australian Equities Market
The debate in relation to whether the additional costs associated with active management of equities is justified by the additional alpha added compared to passive investing, continues to be a poin Read more about Active Managers Have the Edge in the Concentrated Australian Equities Market
Anthony Ballard
The benefits of investing in private equity
With interest rates at historic lows and many traditional investments trading at levels considered expensive relative to their history, investors have broadened their appetite to include more alter Read more about The benefits of investing in private equity
Matthew Moon
Is it time to waive the white flag on Infrastructure?
There is little doubt that Infrastructure is growing in popularity. Characteristics such as a stable income and long-term growth profile has meant that more and more investors are increasing their Read more about Is it time to waive the white flag on Infrastructure?
China’s Devaluation and Economic Slowdown
Concerns about the pace of the slowdown in China have increased recently following a run of weaker than expected economic data and China’s decision to devalue the renminbi. Read more about China’s Devaluation and Economic Slowdown
Engage or divest? The carbon debate
Institutional investors are increasingly focusing on ESG risks, and climate change is high on the agenda. Read more about Engage or divest? The carbon debate