jana

• Illiquid investments: The risks and opportunities

  Should retail investors consider an allocation to illiquid investments? Michael Karagianis (JANA Investment Advisers) & John Julian (Dexus) discuss how investors can gain an exposure to these assets.

   

• Investors are being lulled into a false sense of security

  Michael Karagianis, senior consultant at JANA, says that investors should batten down the hatches and prepare for further volatility during the COVID-19 recovery.

• Structural themes to drive portfolio returns

  Deanne Baker (Lonsec) and Lin Ngin (JANA) consider some key structural drivers that will impact portfolios over the long-term.

   

• The boring approach is best

  With continuing concern on the economic impact that may be caused by the COVID-19 virus, Michael Karagianis - Jana believes it’s best to take a conservative approach to investing during these times of heightened risk.