Sustainable investing insights
We believe that ESG considerations can play a financially material role in the management of long-term investment strategies
Spending pledges to support the net-zero transition could boost potential growth. Find out more in this article from our 2024 Long-Term Capital Market Assumptions.
The ongoing low-carbon transition creates investment opportunities, but also poses material investment risks if not managed effectively.
The potential for hydrogen to play an important role in the transition to a low-carbon economy is increasingly of interest to investors.
Learn more about how sustainable investment themes will shape the remainder of 2023 with this outlook from J.P. Morgan Asset Management.
Read about the complex issues at the heart of measuring the financial impact of ESG investing.
How private investors can support adaptation in nature and ecosystems.
Volatile gas prices remain a challenge for Europe. Find out how energy costs may influence the European economy in the months ahead.
Discover sustainable investment opportunities, insights, and solutions offered by JP Morgan for rising food prices, food security, & future food inflation.
Read about the complex issues at the heart of measuring the financial impact of ESG investing.
The new age of scarcity presents challenges, but also provides opportunities for investors to tap into secular economic shifts. Find out how long-term investors may tap into the scarcity theme.
Accelerating efforts to achieve a green and secure energy supply are having an impact on the economy and markets.
A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.
Green bonds are attractive instruments for working towards positive environmental benefits. Find out why demand for green bonds from investors is expected to continue to grow.
With global inflation soaring high, policymakers are caught in a difficult place. Read more about the central banks and climate change amidst inflation.
Explore the ESG investment landscape to help better understand the use of ESG factors alongside traditional metrics to mitigate sustainable investment risks.
Governments are aligning behind the goal of achieving net zero emissions by 2050, but dramatic changes to the global economy will be required to get us there. Learn more about the policies and innovations that could pave the way to a carbon-neutral world.
History provides only a limited guide to the implications of ESG factors for returns. We look at the conclusions that can be drawn from the past, and how investors can prepare for the future.
In an extremely tight labour market, screening for strong social credentials will be crucial to identifying companies who can build strong talent pipelines without higher wage bills squeezing margins.
Spending pledges to support the net-zero transition could boost potential growth. Find out more in this article from our 2024 Long-Term Capital Market Assumptions.
Climate change and other global challenges are leading to increased state intervention in the economy. Learn more in this paper from our 2024 Long-Term Capital Market Assumptions.
The ongoing low-carbon transition creates investment opportunities, but also poses material investment risks if not managed effectively.
The potential for hydrogen to play an important role in the transition to a low-carbon economy is increasingly of interest to investors.
Learn more about how sustainable investment themes will shape the remainder of 2023 with this outlook from J.P. Morgan Asset Management.
How private investors can support adaptation in nature and ecosystems.
With the global transition to an energy system based on renewables expected to lead to a sharp increase in demand for critical minerals, the mining sector may provide attractive investment opportunities.
Discover more about how we combine our machine learning tools and engagement with other parties for ESG assessment in China. Read the case study now.
The green, social and sustainability bond markets have experienced huge growth in recent years. Learn more about the case for GSS bond investing.
How private investors can participate in evolving investment opportunities as cities adapt to climate risks.
Discover how value investing strategies can provide fertile ground for investors to build effective ESG portfolios, without the need for blanket exclusions.
Renewables are growing but don’t always behave the way you want them to.
Energy policy is gathering momentum around the world. A series of major policy initiatives in the US are prompting European leaders to consider their own regulatory initiatives, with both regions looking to loosen China’s current grip on many key components of the renewable energy ecosystem.
With momentum building around biodiversity investing, we took a closer look at the current state of the biodiversity data solutions landscape to support investors in their data solution selections.
Dispelling fixed income and ESG myths: Survey shows bonds offer great potential to engage issuers on ESG. Discover opportunities for fixed-income investment.
The debate around what sustainable investing is, and particularly around what it isn’t, is expected to continue into 2023.
Learn more about how investing in Timberland assets can help investors with reliable income returns and capital appreciation as well as hedging inflation.
Explore our Transportation Industry Outlook to find out how external factors such as disrupted supply chains are expected to impact performance over 2023.
Evaluating a company’s exposure to environmental, social and governance (ESG) risk is an investment essential. But accessing reliable and timely information can be a challenge, given corporate transparency is uneven, and consistent global regulatory standards are still a work in progress. Now, data science is helping to provide the information investors need.
Read our ESG survey report to explore ESG investment trends and find out how investors expect their sustainable investing allocations to evolve.
With global warming on the rise, it is important for investors to know about adapting to climate impacts. Learn more about climate adaptation and investing.
Investor engagement can help companies minimise their exposure to financially material risks, including environmental, social and governance (ESG) factors, and maximise their long-term potential. However, to be effective – particularly in this period of rapid technological advancement and societal change – investors need to focus their engagement on the issues where they can have the greatest impact.
ESG factors are important drivers for economic performance and impact financial risk and return in the sovereign debt space.
Nuclear power has long been a topic of often heated debate. Although it remains a meaningful component of the global energy mix, accounting for about 10% of electricity production worldwide, some doubts about its sustainability remain.
The J.P. Morgan Asset Management Future Focus Survey 2022 shows a European market that is reaching maturity. Flows are stabilising and broadening out across ESG themes, investment approaches and asset classes.
With global inflation soaring high, policymakers are caught in a difficult place. Read more about the central banks and climate change amidst inflation.
With Russian gas flows to Europe severely diminished, energy analyst David Maccarrone and utilities analyst Fred Barasi assess the impact on Europe’s energy and utilities sectors amid the ongoing energy transition.
Explore our best practices for integrating sovereign emissions data into portfolios for investors interested in mitigating risk and making an impact.
In this white paper, we highlight J.P. Morgan Asset Management’s unique active management approach to a carbon transition investment framework for fixed income assets, that is capable of harvesting opportunities while also reducing the risks involved in the transition to a low-carbon world.
Investing sustainably in China isn’t a black and white issue. While some investors will be put off by China’s headline record on environmental or social issues, a closer look reveals a much more nuanced picture, with many Chinese companies ranking favourably in ESG terms compared to their peers in the US, or even in Europe. In this sense, it’s not the market itself, but what lies within, that’s important.
How can pension schemes achieve effective inflation protection, maintain a low volatility return profile while also benefiting from regular income, and attractive sustainability characteristics? For defined benefit pension schemes with long-term investment horizons, the answer could be provided by investing in forestry, via a portfolio allocation to timber assets.
The alignment of vast pools of long-term capital with environmental, social and governance principles has the potential to generate positive returns for both society and portfolios.
How can insurance investors achieve effective inflation protection, while also benefiting from a high return on capital, a regular income and a low volatility return profile? For insurers with long-term investment horizons, the answer could be provided by investing in forestry, via a portfolio allocation to timber assets.
Many investors see today’s supply chain disruption as a consequence of the Covid-19 pandemic and high inflation. However, supply chain issues have been evident for much longer.
When assessing financial performance and investment risk, sustainability has become a key factor. Explore our expert opinions on ESG investing trends.
Today, buildings are the largest contributor to global warming. Across commercial and non-commercial buildings, the real estate sector accounts for 38% of all greenhouse gas emissions.
Joe Biden’s target of zero carbon emissions presents opportunities for European utilities.
Governments are aligning behind the goal of achieving net zero emissions by 2050, but dramatic changes to the global economy will be required to get us there. Learn more about the policies and innovations that could pave the way to a carbon-neutral world.
Sustainability can be a competitive advantage for fashion retailers. Learn how to identify truly ethical leaders in the investment landscape.
Demand is growing for investments that have the potential both to do well and do good – not only in equity markets, but across the board, Sustainable fixed income is no exception.
Europe’s world-leading offshore wind industry looks set to benefit from the focus on climate change and sustainability in post-pandemic recovery plans.
Spending pledges to support the net-zero transition could boost potential growth. Find out more in this article from our 2024 Long-Term Capital Market Assumptions.
Climate change and other global challenges are leading to increased state intervention in the economy. Learn more in this paper from our 2024 Long-Term Capital Market Assumptions.
Volatile gas prices remain a challenge for Europe. Find out how energy costs may influence the European economy in the months ahead.
How private investors can support adaptation in nature and ecosystems.
With the global transition to an energy system based on renewables expected to lead to a sharp increase in demand for critical minerals, the mining sector may provide attractive investment opportunities.
This document looks at the main types of greenhouse gases and their impact on the climate, reviews the current state of greenhouse gas emissions accounting and clarifies the main types of carbon exposure metrics.
The green, social and sustainability bond markets have experienced huge growth in recent years. Learn more about the case for GSS bond investing.
How private investors can participate in evolving investment opportunities as cities adapt to climate risks.
Accelerating efforts to achieve a green and secure energy supply are having an impact on the economy and markets.
A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.
Energy policy is gathering momentum around the world. A series of major policy initiatives in the US are prompting European leaders to consider their own regulatory initiatives, with both regions looking to loosen China’s current grip on many key components of the renewable energy ecosystem.
Green bonds are attractive instruments for working towards positive environmental benefits. Find out why demand for green bonds from investors is expected to continue to grow.
Learn more about how investing in Timberland assets can help investors with reliable income returns and capital appreciation as well as hedging inflation.
Explore our Transportation Industry Outlook to find out how external factors such as disrupted supply chains are expected to impact performance over 2023.
With global warming on the rise, it is important for investors to know about adapting to climate impacts. Learn more about climate adaptation and investing.
COP27 in Sharm el-Sheikh, Egypt, concluded to somewhat mixed reviews. Nevertheless, there were a number of developments during the conference that we believe investors should be aware of.
Find out more about what is causing the rise in demand for sustainable vehicles and what this means for electric vehicle investment.
Explore our best practices for integrating sovereign emissions data into portfolios for investors interested in mitigating risk and making an impact.
In this white paper, we highlight J.P. Morgan Asset Management’s unique active management approach to a carbon transition investment framework for fixed income assets, that is capable of harvesting opportunities while also reducing the risks involved in the transition to a low-carbon world.
The climate-related disclosure recommendations set out by the TCFD are structured across four key areas: governance, strategy, risk management, and metrics and targets.
How can pension schemes achieve effective inflation protection, maintain a low volatility return profile while also benefiting from regular income, and attractive sustainability characteristics? For defined benefit pension schemes with long-term investment horizons, the answer could be provided by investing in forestry, via a portfolio allocation to timber assets.
How can insurance investors achieve effective inflation protection, while also benefiting from a high return on capital, a regular income and a low volatility return profile? For insurers with long-term investment horizons, the answer could be provided by investing in forestry, via a portfolio allocation to timber assets.
Amid volatile markets, the capacity of timber to deliver steady returns with low volatility can improve portfolio efficiency while offering resiliency in the face of inflation and rising rates
Explore these three key climate change investment risks that investors need to focus on now if they want to support long-term climate change solutions.
Demand is growing for investments that have the potential both to do well and do good – not only in equity markets, but across the board, Sustainable fixed income is no exception.
Governments are aligning behind the goal of achieving net zero emissions by 2050, but dramatic changes to the global economy will be required to get us there. Learn more about the policies and innovations that could pave the way to a carbon-neutral world.
Joe Biden’s target of zero carbon emissions presents opportunities for European utilities.
Today, buildings are the largest contributor to global warming. Across commercial and non-commercial buildings, the real estate sector accounts for 38% of all greenhouse gas emissions.
The climate-related disclosure recommendations set out by the TCFD are structured across four key areas: governance, strategy, risk management, and metrics and targets.
With momentum building around biodiversity investing, we took a closer look at the current state of the biodiversity data solutions landscape to support investors in their data solution selections.
How to read and digest and ESG Fund Report.
ESG factors are important drivers for economic performance and impact financial risk and return in the sovereign debt space.
The amendments to the European Union Markets in Financial Instruments Directive II (EU MiFID II) Delegated Regulation aim to integrate sustainability preferences into financial firms’ advisory and portfolio management processes to ensure that clients’ sustainability preferences are taken into account.
Explore our guide to the EU's new Taxonomy Regulation and find out what the enhanced levels of ESG-related disclosures will mean for investors.
ESG is the use of environmental, social, and governance factors to inform investment decisions.
Explaining the Sustainable Finance Disclosure Regulation (EU SFDR) Helping investors understand the SFDR and why it is important.
Sustainable solutions built on our active heritage
At J.P. Morgan Asset Management, our approach to sustainable investing builds on our long heritage of active management and stewardship, and the expertise of our 200+ analysts, who incorporate ESG factors in their research. We offer a broad range of dedicated sustainable solutions designed to align with the financial goals and values of our clients.
