Climate adaptation: Adapting to a warmer planet

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

The changing shape of Europe’s energy transition

Accelerating efforts to achieve a green and secure energy supply are having an impact on the economy and markets.

Eye on the Market 13th Annual Energy Paper

Renewables are growing but don’t always behave the way you want them to.

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.

Integrating biodiversity into investment decisions

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.

Five reasons why sustainability matters even more in 2023

The debate around what sustainable investing is, and particularly around what it isn’t, is expected to continue into 2023.

The changing shape of Europe’s energy transition

Accelerating efforts to achieve a green and secure energy supply are having an impact on the economy and markets.

A new supercycle – the clean tech transition and implications for global commodities

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: Is doing good compatible with doing well in fixed income?

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.

Sticking with sustainability

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.

Red hot inflation is not distracting the central banks from going green

With global inflation soaring high, policymakers are caught in a difficult place. Read more about the central banks and climate change amidst inflation.

The evolution of the ESG investment landscape

Explore the ESG investment landscape to help better understand the use of ESG factors alongside traditional metrics to mitigate sustainable investment risks.

Achieving net zero: The path to a carbon-neutral world

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.

The impact of ESG factors on portfolio returns

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.

Social factors are a key differentiator for companies fighting the Great Resignation

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.

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.

Eye on the Market 13th Annual Energy Paper

Renewables are growing but don’t always behave the way you want them to.

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.

Integrating biodiversity into investment decisions

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.

Fixed income performance and ESG engagement

Dispelling fixed income and ESG myths: Survey shows bonds offer great potential to engage issuers on ESG. Discover opportunities for fixed-income investment.

Five reasons why sustainability matters even more in 2023

The debate around what sustainable investing is, and particularly around what it isn’t, is expected to continue into 2023.

Timberland outlook: Demand remains strong

Learn more about how investing in Timberland assets can help investors with reliable income returns and capital appreciation as well as hedging inflation.

Transportation outlook: Navigating supply chain shifts

Explore our Transportation Industry Outlook to find out how external factors such as disrupted supply chains are expected to impact performance over 2023.

How innovative data science identifies material ESG risk before it hits markets

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.

The ESG landscape in Europe

Read our ESG survey report to explore ESG investment trends and find out how investors expect their sustainable investing allocations to evolve.

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.

The power of active engagement

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.

Sovereigns and ESG

ESG factors are important drivers for economic performance and impact financial risk and return in the sovereign debt space.

Climate-related scenario analysis

Climate scenario modelling is becoming widely used. Read the details behind J.P. Morgan’s climate-related scenario analysis.

The role of nuclear power in the energy transition

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 ESG landscape in Europe: Investment trends 2022

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.

Red hot inflation is not distracting the central banks from going green

With global inflation soaring high, policymakers are caught in a difficult place. Read more about the central banks and climate change amidst inflation.

Europe’s energy crisis: What are the options ?

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.

Alternative assets and climate change

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.

Sustainable transport: Uncovering the investment opportunities in electric vehicles

Find out more about what is causing the rise in demand for sustainable vehicles and what this means for electric vehicle investment.

Sovereign emissions data: Facts and best practices

Explore our best practices for integrating sovereign emissions data into portfolios for investors interested in mitigating risk and making an impact.

Building better carbon transition fixed income portfolios

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.

China equity and ESG investing: China’s sustainable future

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.

Investing in forestry: The case for timber allocations in pension portfolios

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.

Crowding-in, feedback loops and tipping points: The self-sustaining case for ESG

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.

Investing in forestry: The case for timber allocations in insurance 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.

The ESG issues at the heart of supply chain disruption

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.

ESG Outlook 2022: Asset class views

When assessing financial performance and investment risk, sustainability has become a key factor. Explore our expert opinions on ESG investing trends.

Why social factors matter when investing in emerging markets

Discover the role of social factors and why they should be at the forefront of your decision-making when investing in emerging markets.

Buildings Reimagined: why carbon neutral property is the future of real estate

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.

Building climate aware stress tests

Assessing the Bank of England stress test framework for insurers.

ESG: It's time for the S to shine

Social factors – the S in ESG – have taken a back seat to the E and the G. We believe that’s about to change.

The social factor - unfairly underrated

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.

Green and pleasant land: Decarbonising American electricity

Joe Biden’s target of zero carbon emissions presents opportunities for European utilities.

Achieving net zero: The path to a carbon neutral world

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.

Sustainable Fashion: Why it matters, and how to identify the winners

Sustainability can be a competitive advantage for fashion retailers. Learn how to identify truly ethical leaders in the investment landscape.

Green bonds: Finding sustainability, finding value

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 dominates offshore wind power

Europe’s world-leading offshore wind industry looks set to benefit from the focus on climate change and sustainability in post-pandemic recovery plans.

Selecting stocks for an environmentally sustainable future

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.

The changing shape of Europe’s energy transition

Accelerating efforts to achieve a green and secure energy supply are having an impact on the economy and markets.

A new supercycle – the clean tech transition and implications for global commodities

A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.

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.

Green bonds: Is doing good compatible with doing well in fixed income?

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.

Timberland outlook: Demand remains strong

Learn more about how investing in Timberland assets can help investors with reliable income returns and capital appreciation as well as hedging inflation.

Transportation outlook: Navigating supply chain shifts

Explore our Transportation Industry Outlook to find out how external factors such as disrupted supply chains are expected to impact performance over 2023.

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.

COP27: A patchwork of progress

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-related scenario analysis

Climate scenario modelling is becoming widely used. Read the details behind J.P. Morgan’s climate-related scenario analysis.

Sustainable transport: Uncovering the investment opportunities in electric vehicles

Find out more about what is causing the rise in demand for sustainable vehicles and what this means for electric vehicle investment.

Sovereign emissions data: Facts and best practices

Explore our best practices for integrating sovereign emissions data into portfolios for investors interested in mitigating risk and making an impact.

Building better carbon transition fixed income portfolios

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.

Explaining the Task Force on Climate-related Financial Disclosures (TCFD) recommendations

The climate-related disclosure recommendations set out by the TCFD are structured across four key areas: governance, strategy, risk management, and metrics and targets.

Investing in forestry: The case for timber allocations in pension portfolios

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.

Investing in forestry: The case for timber allocations in insurance 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.

Deep Roots and New Branches: A Strategic Perspective on Timber Investing

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

Climate change investment risks: What investors need to focus on now

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.

How can I invest for climate change?

Investors have a role in helping to slow, stabilize, potentially reverse—or adapt to some inevitable—climate change.

Green bonds: Finding sustainability, finding value

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.

Achieving net zero: The path to a carbon neutral world

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.

Green and pleasant land: Decarbonising American electricity

Joe Biden’s target of zero carbon emissions presents opportunities for European utilities.

Building climate aware stress tests

Assessing the Bank of England stress test framework for insurers.

Buildings Reimagined: why carbon neutral property is the future of real estate

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.

Understanding carbon exposure metrics

Climate change is already having a measurable impact on human and natural systems

Social factors are a key differentiator for companies fighting the Great Resignation

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.

Why social factors matter when investing in emerging markets

Discover the role of social factors and why they should be at the forefront of your decision-making when investing in emerging markets.

Integrating diversity into investment decisions

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.

Understanding an ESG fund report

How to read and digest and ESG Fund Report.

Sovereigns and ESG

ESG factors are important drivers for economic performance and impact financial risk and return in the sovereign debt space.

Explaining the impact of EU MiFID II regulation on Sustainable Investing

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.

EU Taxonomy Regulation Explained

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 explained: 7 essentials you need to know

ESG is the use of environmental, social, and governance factors to inform investment decisions.

Explaining the European Union Sustainable Finance Disclosure Regulation (EU SFDR)

Explaining the Sustainable Finance Disclosure Regulation (EU SFDR) Helping investors understand the SFDR and why it is important.

Understanding carbon exposure metrics

Climate change is already having a measurable impact on human and natural systems