Investor Views

Physical climate risk in climate adaptation investing

Discussion on efforts to assess physical climate risk and identify areas where better information could enhance investment decisions.

Net zero targets: Streamlining portfolio decarbonisation

Explore J.P. Morgan Asset Management’s insights on portfolio decarbonisation and net zero investment framework from our latest European roundtables.

Timberland outlook : Solid economic fundamentals and a growing need for climate solutions

As a key Natural Capital investment combining climate benefits with strong risk adjusted returns, Timberland valuations increased in 2023 amid solid economic fundamentals and a growing need for climate solutions

Global Transportation Outlook

Core Transportation investing generates steady and resilient returns through economic and geopolitical disruption.

The UK Sustainability Disclosure Requirements (UK SDR) explained

The UK Financial Conduct Authority (FCA) released the latest consultation paper on its Sustainable Disclosure Requirements (UK SDR) and investment labels in October 2022, having first raised the proposal in November 2021

Child labour in cobalt mining: A holistic view on the complexity of the issue and a reality check on the effectiveness of engagement

Cobalt is a mineral that is vitally important to the carbon transition, but where potential human rights abuses in supply chains it could carry particularly acute risks to companies and investors.

A systematic tool to help identify leaders and laggards in the low carbon transition

J.P. Morgan Asset Management has developed a Carbon Transition Score that incorporates the key implications of the Paris Agreement. This portfolio management tool may identify those companies that are leaders and laggards in the low-carbon transition, compared to their respective sector peer.

How investment can support adaptation for health and healthcare systems

Investors have a key role to play in the support and development of climate adaptation solutions across all stages of the healthcare value chain.

Climate scenarios: What they are, why they are important, and how they are applied to investment portfolios

Climate scenario modelling is becoming widely used. Given the multitude of climate scenarios that are available, it is crucial that investors understand how scenarios are constructed, the uncertainties that are inherent in climate model design, and the associated implications for the results of a climate scenario analysis.

What might the transition to a low-carbon economy mean for long-term capital market assumptions?

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.

How investors can assess the rise of industrial policy

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.

How investors can perform decarbonisation analysis

The ongoing low-carbon transition creates investment opportunities, but also poses material investment risks if not managed effectively.

Evolution of ESG Investing

Learn more about index equity ETF range with J.P Morgan’s research for ESG revolution and ESG solutions for stock-specific performance and risk management.

The role of hydrogen in the energy transition: A complementary option, not a silver bullet

The potential for hydrogen to play an important role in the transition to a low-carbon economy is increasingly of interest to investors.

Climate adaptation: How private investors can support adaptation in nature and ecosystems

How private investors can support adaptation in nature and ecosystems.

Mining and the energy transition

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.

ESG assessment with machine learning for China

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 case for green, social and sustainable bond investing

The green, social and sustainability bond markets have experienced huge growth in recent years. Learn more about the case for GSS bond investing.

Climate adaptation: Adapting to a warmer planet

How private investors can participate in evolving investment opportunities as cities adapt to climate risks.

Value investing strategies and ESG

Discover how value investing strategies can provide fertile ground for investors to build effective ESG portfolios, without the need for blanket exclusions.

What do recent developments in energy policy mean for investors?

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.

The case for green, social and sustainable bond investing

The green, social and sustainability bond markets have experienced huge growth in recent years. Learn more about the case for GSS bond investing.

Climate adaptation: Adapting to a warmer planet

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.

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