Sustainable investing insights
We believe that ESG considerations can play a critical role in a long-term investment strategy
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.
Climate scenario modelling is becoming widely used. Read the details behind J.P. Morgan’s climate-related scenario analysis.
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.
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.
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.
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.
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.
Surging energy prices and faltering gas supply could trigger an economic shock for Europe. Learn more about the investment implications of the looming energy crisis.
Explore our best practices for integrating sovereign emissions data into portfolios for investors interested in mitigating risk and making an impact.
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.
A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.
Global LTCMA client survey: Key takeaways on the role of alternatives, bonds, and ESG
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.
Surging energy prices and faltering gas supply could trigger an economic shock for Europe. Learn more about the investment implications of the looming energy crisis.
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.
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.
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.
Investors are looking for sustainable investment strategies that include ESG factors. Explore five reasons why the future of ESG investing is long lasting.
Explore our Real Asset Investment Outlook to discover the key themes, opportunities, and risks across Infrastructure, Timber, and Transport.
Social factors – the S in ESG – have taken a back seat to the E and the G. We believe that’s about to change.
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.
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.
Selecting stocks for an environmentally sustainable future.
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.
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.
The climate-related disclosure recommendations set out by the TCFD are structured across four key areas: governance, strategy, risk management, and metrics and targets.
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.
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.
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.
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.
Social factors – the S in ESG – have taken a back seat to the E and the G. We believe that’s about to change.
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 (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.
