Sustainable investing insights
We believe that ESG considerations can play a critical role in a long-term investment strategy
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.
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.
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.
After a challenging 12 months for investors with a sustainable tilt, our 2023 Investment Outlook looks at the prospects for sustainable strategies in the year ahead.
Explore our best practices for integrating sovereign emissions data into portfolios for investors interested in mitigating risk and making an impact.
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.
After a challenging 12 months for investors with a sustainable tilt, our 2023 Investment Outlook looks at the prospects for sustainable strategies in the year ahead.
A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.
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.
China does not stack up well on most ESG metrics. Explore our take on whether investing in China can be reconciled with investing sustainably.
Although climate change is a key consideration in sustainable investing, sustainable investing is more broadly about finding companies that are durable in the long run and identifying risks that traditional company analysis may not capture.
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.
Global LTCMA client survey: Key takeaways on the role of alternatives, bonds, and ESG
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.
Climate scenario modelling is becoming widely used. Read the details behind J.P. Morgan’s climate-related scenario analysis.
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.
Alternatives have the potential to be a game-changer for investors as they look to take action to mitigate climate risk, reduce portfolio emissions and maintain attractive long-term yields. Global Head of Alternatives Anton Pil and Global Head of Sustainable Investing Jennifer Wu explore the reasons why.
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.
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.
In a world where sustainability increasingly matters to companies and investors alike, our Europe Sustainable Equity Fund can help you to do well while doing good.
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.
Environmental, social and governance (ESG) factors have all grown in importance for investors in recent years. But the S in ESG – the social factor – has, until recently, often played second fiddle to environmental considerations.
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.
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.
Climate scenario modelling is becoming widely used. Read the details behind J.P. Morgan’s climate-related scenario analysis.
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.
Investors have a role in helping to slow, stabilize, potentially reverse—or adapt to some inevitable—climate change.
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.
Could carbon prices be about to rise? Global market strategist Vincent Juvyns looks at the increasing regulatory pressures on carbon pricing, and assesses the potential impact on markets.
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.
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.
When compared to environmental and governance factors, social factors are often overlooked. Explore the importance of ESG social factors while investing.
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.
