Sustainable investing insights
We believe that ESG considerations can play a critical role in a long-term investment strategy
China does not stack up well on most ESG metrics. Explore our take on whether investing in China can be reconciled with investing sustainably.
Biodiversity—an essential for life, especially food production—is being harmed by human impacts. Investors can help as new global commitments, metrics and initiatives emerge and companies improving biodiversity present new investing opportunities.
The Elephants in the Room. We start with a global summary of the energy landscape, including the energy crisis in Europe. We continue with a detailed assessment of the hydrogen economy, whose liftoff is still many years away.
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.
It is inevitable, that sustainability, one of the fastest growing and biggest trends in investment management, would blaze a trail to the global insurance industry.
Assessing the Bank of England stress test framework for insurers.
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.
Sarah Kapnick, Ph.D., our Senior Climate Scientist and Sustainability Strategist, explains why interest in carbon markets and emissions trading systems is surging—to both help halt climate change, and for investors, to potentially achieve long-term returns.
A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.
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.
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.
COP26 saw significant announcements in areas such as coal, methane and deforestation, yet progress fell short of the scale required to give us confidence that disruptive climate outcomes can be avoided. Physical climate risks warrant careful consideration for long-term investors.
Global LTCMA client survey: Key takeaways on the role of alternatives, bonds, and ESG
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.
Explore our Real Asset Investment Outlook to discover the key themes, opportunities, and risks across Infrastructure, Timber, and Transport.
Discover the role of social factors and why they should be at the forefront of your decision-making when investing in emerging markets.
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.
Assessing the Bank of England stress test framework for insurers.
Social factors – the S in ESG – have taken a back seat to the E and the G. We believe that’s about to change.
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.
Explore our Sovereign ESG whitepaper to discover principles and a shared framework that can help investors assess the ESG characteristics of sovereigns.
Joe Biden’s target of zero carbon emissions presents opportunities for European utilities.
Government subsidies helped make wind and solar the cheap sources of energy they are today – cheap enough to now compete without the prop that subsidies provide.
Explore our insights on China's ESG reporting. Discover its limitations and improving trends to strengthen your investment decision process.
Climate change is considered to be one of the most pressing challenges of our time, with far-ranging and interconnected environmental, societal and economic ramifications. In this blog, we highlight risks to portfolios and how they can be quantified.
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.
Uncovering opportunities in actively-managed Net Zero portfolios through an inclusive, integrated, forward-looking framework.
Europe’s world-leading offshore wind industry looks set to benefit from the focus on climate change and sustainability in post-pandemic recovery plans.
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.
Transportation is capital-intensive and increasingly focused on ESG. Discover what the need for capital strength and new technology means for investing.
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.
COP26 saw significant announcements in areas such as coal, methane and deforestation, yet progress fell short of the scale required to give us confidence that disruptive climate outcomes can be avoided. Physical climate risks warrant careful consideration for long-term investors.
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.
Explore our Real Asset Investment Outlook to discover the key themes, opportunities, and risks across Infrastructure, Timber, and Transport.
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.
Uncovering opportunities in actively-managed Net Zero portfolios through an inclusive, integrated, forward-looking framework.
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.
Climate change is considered to be one of the most pressing challenges of our time, with far-ranging and interconnected environmental, societal and economic ramifications. In this blog, we highlight risks to portfolios and how they can be quantified.
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.
Government subsidies helped make wind and solar the cheap sources of energy they are today – cheap enough to now compete without the prop that subsidies provide.
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.
COP26 saw significant announcements in areas such as coal, methane and deforestation, yet progress fell short of the scale required to give us confidence that disruptive climate outcomes can be avoided. Physical climate risks warrant careful consideration for long-term investors.
Assessing the Bank of England stress test framework for insurers.
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.
COP26 saw significant announcements in areas such as coal, methane and deforestation, yet progress fell short of the scale required to give us confidence that disruptive climate outcomes can be avoided. Physical climate risks warrant careful consideration for long-term investors.
Climate change is already having a measurable impact on human and natural systems
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.
Discover the role of social factors and why they should be at the forefront of your decision-making when investing in emerging markets.
Social factors – the S in ESG – have taken a back seat to the E and the G. We believe that’s about to change.
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.
When compared to environmental and governance factors, social factors are often overlooked. Explore the importance of ESG social factors while investing.
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.
Climate change is already having a measurable impact on human and natural systems
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.
