JANA Investment Advisers

Yesterday was World Wildlife Day, and this year’s theme—"Wildlife Conservation Finance: Investing in People and Planet"—underscores the vital role sustainable funding plays in protecting our natural world.   At JANA, we are proud to support Australian Wildlife Conservancy (AWC) as they take a major step toward long-term conservation funding with the establishment of the Australian Wildlife Endowment Fund.   We look forward to continuing our work with AWC on this meaningful cause.   #Biodiversity #WorldWildlifeDay Click below to read more https://lnkd.in/g-Sj8-fF

JANA was proud to sponsor the NextSense Accessibility and Inclusion event last week, featuring former Prime Minister, the Hon. John Howard, who shared his lived experience with hearing loss and the impact of accessibility and inclusion on his life. We appreciate NextSense for hosting such a meaningful event and for their commitment to fostering inclusive environments. #AccessibilityandInclusion

Last week, Justin Tay, Head of Global Equities, participated in [i3] Investment Innovation Institute Equities Forum 2025 Q&A for the session ‘Delving Deeper into Diversification’, chaired by Wouter Klijn (i3 Investment Innovation Institute) and featuring Peter Barany (Australian Retirement Trust).   The discussion explored how diversification remains fundamental to portfolio construction and an essential mechanism for managing risk, particularly as market relationships continue to evolve.   Thank you to i3 for facilitating another insightful and thought-provoking forum. #PorfolioConstruction #Diversification

Earlier this month, Hannemann & Brown hosted its Wealth Symposium 2025 where Michael Karagianis, Head of Wealth, joined Damon Shinnick, CFA (Western Asset Management) and Frank Danieli (MA Financial Group) for a panel discussion on the structural differences between public and private markets. We hope that those who attended found the session informative and insightful. #Investing #WealthManagement #PublicMarkets #PrivateMarkets 

Today at the The Inside Network Alternatives Symposium, JANA’s Head of Alternatives, Iain North, CFA, joined industry peers, Andrew Garrett, CFA CAIA (Perpetual) and Chetan Trehan, MBA (SQM Research) for the 'Macro Landscape, Shortcuts and Specific Risks’ session.    Moderated by Sinead Rafferty, CFA (Colonial First State), the panel explored key questions shaping the alternatives landscape, including the macroeconomic outlook, strategy positioning, and how advisers can guide clients on returns, risk, and liquidity.   We hope all who attended found the session insightful.

In our latest episode, Christopher Beattie sits down with Christopher Worthington (JANA Head of Quant & Risk) to unpack how JANA has incorporated AI into its Capital Market Assumptions (CMAs) for the first time.   We cover: 🔹 Why AI is now a structural investment theme 🔹 How JANA balanced optimism with caution in its AI adjustments 🔹 AI hype vs. reality – lessons from the Dot-Com bubble 🔹 Key AI signposts investors should watch over the next decade   Is AI truly a game-changer for markets, or are we seeing history repeat itself? Tune in to find out.   #Investing #AI #CapitalMarkets #JANA

In this episode, Christopher Beattie sits down with Kirsten Temple (JANA GM, Investment Strategy) to explore our latest client note, 2025 Structural Themes – Asset Class Trends and Strategy. This is part two of our three-part series on JANA’s 2025 Investment Strategy Outlook.   We discuss: 🔹 The link between structural themes and asset classes 🔹 Key market risks – balancing the need for inflation protection, climate risk, and portfolio flexibility within portfolios   Tune in for insights on positioning portfolios in an evolving investment landscape. Listen now!   #Investing #Markets #JANA

JANA is pleased to continue strengthening our research leadership and expertise in line with client needs. We are thrilled to announce the following well-deserved promotions: - Matthew Gadsden – Head of Research Execution - Justin Tay – Head of Global Equities Research - Robert Moore, CFA – Head of Debt / Sub-Investment Grade Debt Lead - Martin J. Rea – Investment Grade Debt Lead We are also delighted to welcome new additions to the JANA team: - Victoria Hugh  – Senior Product Manager - Stephanie O'Brien – Senior Consultant, Property Research - James Leos – Senior Consultant, Private Equity Research - Tina N. – Consultant, Infrastructure Research Please join us in congratulating our colleagues on their achievements and welcoming our newest team members. We look forward to their contributions as we continue delivering excellence for our clients. #JANA #TeamGrowth #InvestmentResearch #Congratulations #Welcome Click below to read more https://lnkd.in/g3S-wfMp

In our latest episode, Christopher Beattie sits down with Gary Wilson, JANA’s Head of Capital Markets, to break down our 2025 structural themes. We cover:   - What structural themes are and why they matter - How market trends have shaped this year’s themes - How these insights drive investment strategy   This episode complements our latest client note, Balancing Risk and Resilience. Listen now for key takeaways on the forces shaping 2025 and beyond!   #Investing #Markets #JANA

What factors could influence Australasian equities in 2025?    In a recent conversation with Stewart Oldfield from Field Research, Head of Australasian Equities, Andrew Cassar, explores key trends, opportunities, and challenges shaping the market.   Click below to read more. https://lnkd.in/gT_pBA3s #AustralianEquities