Spark Insights

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What to expect from COP27

Nicki Hutley, JANA Sustainability Advisory Council member and Independent Economist & Councillor (economics) for Climate Council, is heading to Sharm El-Sheik, Egypt to attend COP27. Ahead of her travels, she sat down with JANA’s Head of Sustainability, Rachel Halpern, to discuss what to expect from COP27 and the Climate Council's recently released report, ‘G'Day COP27: Australia's Global Climate Reset’.

What are Carbon Credits, and do they deserve a place in my investment portfolio?

The carbon credit market an emerging asset class that JANA thinks warrants attention from investors. While the market remains small, it is rapidly maturing and expected to grow substantially as the world seeks to mitigate the effects of climate change. In this article, we explain what carbon credits are and why we expect them to play a growing role in investment portfolios in future.

Performance Test – more questions as well as answers

The results from the second iteration of APRA’s ‘Your Future, Your Super’ Performance Test were released on 31 August. Five products failed the test; four failed for a second time and will therefore be unable to accept new members, whilst one product failed for the first time. We have outlined some of our key takeaways from the results as well as some thoughts on implications for the policy going forward.

Inflation, recession or both?

Inflation has proved very sticky over 2022, rising higher and lasting longer than many would have expected. Central banks are widely considered to have been too slow to respond to inflation, in some cases, by their own admission. Now many investors are concerned that central banks will again be too slow, this time failing to respond to weakening growth and continuing to tighten into a recession, resulting in worse economic outcomes than may be necessary.

Soaring energy prices and the path to net zero

Energy prices have been booming, and with this the energy sector has surged, strongly outperforming the broader equity market. This has posed challenges for investors that have allocated away from the energy sector as part of their net zero and broader sustainability plans and raised questions about the trade-off between targeting sustainability goals and delivering on investment objectives.
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JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.