Portfolio Chart: A menu of options as bond yields reset higher
With yields hovering close to decade highs across many fixed income sectors, investors are presented with a “menu of options”. Still, selectivity matters as recession risks loom.
Sep 2022 (2-minute read)
Key takeaways:
Climate change can present important risks1 and opportunities. We disclose how we consider climate-related risk and opportunities in the assets we manage on behalf of our clients in our inaugural Task Force on Climate-related Financial Disclosures (TCFD) report.
Investors need clear, comprehensive, high-quality information on the impact of climate change, and this includes the risks2 and opportunities presented by rising temperatures, climate-linked policies and related technologies.
The scale and complex nature of climate change can challenge investors’ assessment of risk2. The current financial valuations may not adequately factor in climate-related risks because of insufficient information.
Do you know how the TCFD framework works?
The TCFD provides recommendations on the types of information companies should disclose to support investors, lenders, and insurance underwriters in appropriately assessing and pricing risks2 related to climate change.
Our inaugural TCFD report reflects our efforts and business practices on our journey to providing disclosures in line with the TCFD framework.
Do you know how we factor the impact of climate change?
We have systematically assessed and integrated financially material environmental, social and governance (ESG) factors, including climate-related risks and opportunities, into our investment process for certain actively managed strategies.
In addition to this, we believe we have an important role to play as investors navigating the transition to a low carbon economy.
In our view, meaningful greenhouse gas (GHG) emissions reductions in our investments are possible through:
Do you want to know more about our climate data & analytics?
We are working towards integrating climate-related data and metrics into a centralised platform alongside other material information used for portfolio management and research. The approach seeks to include what we have identified to be the relevant available data, scenarios and analytical tools, combined with the expertise of our dedicated climate researchers and our fundamental researchers.
Striving for a new level of transparency and disclosure when transitioning to a low-carbon economy.
Conclusion
We will continue to evolve and advance our reporting in line with industry developments and regulatory requirements. We seek to constantly improve our capabilities to promote sustainable business practices.
JPMorgan Global Macro Sustainable Fund seeks to capitalise on global themes that help drive return opportunities within a sustainability framework.
With yields hovering close to decade highs across many fixed income sectors, investors are presented with a “menu of options”. Still, selectivity matters as recession risks loom.
After a difficult year for bonds, we explain why fixed income could once again prove to be a useful diversifier for portfolios.
As the Fed’s rate hike cycle concludes, bonds can present an important source of income and diversification for portfolios.
We explain why investors should pay greater attention to quality bonds.
We share insights on how actively-managed fixed income ETFs can help build stronger portfolios.
Here is a chart indicating IG bond opportunities as US Treasury yields stay elevated.
Employing an equity premium income approach in an income-hungry world.
We share a flow chart to help explain ETF liquidity.
Seeking income as the outcome is the aim of our actively managed equity premium income ETF strategy.
Flexibility is at the heart of our approach to fixed income markets.
We share our insights on optimising call options in equity income ETFs.
We share the basics of call options in equity income ETFs.
We share the basics about thematic ETFs and how they are employed in portfolios.
Income investing can help tap investment opportunities while managing volatility through cash flows from a diversified portfolio of income generating assets.
Income investing remains relevant in the current market environment, as volatility is poised to remain elevated.
We believe that quality and yield opportunities can still be found in bonds.
We discuss five megatrends related to climate change and the investment implications.
We share our views on the fixed income themes and opportunities in current choppy markets.
We share our perspectives of sustainable investing in an overall portfolio.
Fixed income isn’t just government or corporate bonds, it also includes non-traditional debt securities.
The securitisation market has regained much ground in the past decade.
Harnessing an active equity ETF to seek out low-risk alpha in a high-risk world.
Employing a macro process sustainably to help investors align their goals with their values.
For more information, please call or email us. You can also contact your J.P. Morgan representative.
1800 576 100 (Application enquiries)