In this paper, JANA take a deep dive into the convertibles market, looking at the different types of convertibles and their use in credit portfolios. Read more

As we look forward, one of the questions investors continue to ask is whether gold has reached a peak or has enough fuel to push higher. Read more

The US dollar influences the EMD hard currency asset class, but the relationship is complicated. What are the underlying drivers? Read more

As a less mature private market sector, infrastructure has not always been a major part of the secondaries conversation; however, this is changing. Read more

Long gone are the days of parity between the AUD and the USD, but that trend may not continue and investors should consider their options for mitigating the risks of currency fluctuations. Read more

Will falling rates mark the return of liquidity to private equity? Read more

While gold's contribution to managing portfolio risk is well established, supported by a large body of work devoted to its hedging characteristics, its contribution to portfolio return is not. Read more

Natural capital is the world's stock of renewable and non-renewable natural resources, such as soils, air, water and living organisms. The opportunity to achieve whole of portfolio positive natural capital impact, while improving risk adjusted returns ... Read more

Fundamentally, we strongly believe in the importance of earnings surprises-analysis of which can help explain stock returns and, as such, it is a vital area which investors should pay attention to. Read more

In this paper we would like to explain why, in our view, now is an opportune time to invest in global bonds, which can provide additional return potential versus a domestic bond portfolio. Read more