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.
Alternative ways to hedge your equity risk
As we head into our seventh year of an equity bull market with bond yields globally at record lows, many investors are left scratching their heads. Prospective returns have been brought forward an Read more about Alternative ways to hedge your equity risk
Wolverine and the Australian equity market
In this month’s MyConsultant, Simon Elimelakh, Head of Investment Risk, considers concentration in the Australian Equity market. We discuss several measures of concentration to review whether the Read more about Wolverine and the Australian equity market
Confronting disruption in investing
Disruption in an investment context is not new, but is something JANA believes is becoming increasingly important in investment outcomes. Read more about Confronting disruption in investing
Michael Mulcahy
Chinese Foreign Direct Investment
In this month’s edition of MyConsultant, JANA Consultant Anne Kuleshova examines how China’s new financial reforms, and the country’s plans to invest $100 billion per year into real assets, will im Read more about Chinese Foreign Direct Investment
Anne Osborn (née Kuleshova)
Oil and credit markets
The recent drop in oil prices has been both severe and sudden. So how has this impacted the sub-investment grade credit markets? Read more about Oil and credit markets
Tailoring Australian Equities portfolios for Post Retirement
The Australian investment landscape is changing rapidly, driven by significant growth in the population of over 55 year olds. Read more about Tailoring Australian Equities portfolios for Post Retirement
What’s New at JANA – November 2014
Keep up to date on all the latest happenings at the JANA office with What’s New at JANA. Read more about What’s New at JANA – November 2014
Smart betas, alternative betas and risk premia
‘Smart Beta’ has been a hot topic in investment circles in recent years, and before there was ‘smart beta’ there was ‘alternative beta’. Read more about Smart betas, alternative betas and risk premia
Kirsten Temple
Operational Due Diligence: bringing the back office into the sunlight
In July 2014, in its e-magazine Insight (Issue No.1 2014), APRA detailed its expectations of Registrable Superannuation Entity (RSE) Licensees regarding Operational Due Diligence (Ops DD): Read more about Operational Due Diligence: bringing the back office into the sunlight
Is it time to consider de-risking?
Unprecedented monetary accommodation by developed market central banks has helped support a continued strong rally in equities, sub-investment grade credit and increasingly, property and infrastruc Read more about Is it time to consider de-risking?