A team of our senior investors completed the GFICC Investment Quarterly (IQ) meeting and released our views on global fixed income markets for the next three to six months.
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.
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.