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.
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
Kirsten Temple
The Retirement Opportunity
JANA believes a key issue currently facing superannuation Trustees is how to manage members’ investments in retirement in a practical and efficient manner to provide suitable member outcomes. The f Read more about The Retirement Opportunity
Danielle Bose
The JANA Study Tour – Investment Insights
JANA has recently completed a study tour to the US, which has provided clients with a platform to deepen their knowledge of investment markets and the current investment climate. Read more about The JANA Study Tour – Investment Insights
Duncan Smith
Darkest just before dawn: why it’s not the time to abandon active management
Active versus passive management has been an age old debate, and has recently gained increasing attention by virtue of the relatively poor returns generated by some managers. Read more about Darkest just before dawn: why it’s not the time to abandon active management
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 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