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
Claire Simpson
Anne Osborn (née Kuleshova)
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
Duncan Smith
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
Danielle Bose
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
Andrew Cameron
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
Jo Leaper
JANA 'Whats New' Newsletter
Please take a look at JANA’s June Quarter ‘What’s New’ Newsletter. In this update we provide insights on the latest happenings in the JANA office, including the Private Equity Research Trip, Introducing David Surridge, and Oxfam Trailwalker Melbourne. Read more about JANA 'Whats New' Newsletter
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
Kirsten Temple
Observations from a JANA veteran
Jim Kiely retired in February this year. Read more about Observations from a JANA veteran