Sustainable and transition content for responsible investors
A first-hand look at the Vicuña district high in the Andes, exploring why large-scale copper projects are vital to the energy transition and long-term global supply.
Could heightened uncertainty driven by the Middle East conflict lead to strong return potential? Emerging-market (EM) equities have been hit hard since the Iran war began, as investors worry about...
China lowers its growth target in 2026, placing a greater emphasis on quality growth. We expect the impact of oil shocks on China’s GDP, inflation and supply chain to remain contained, and see poli...
We are now four weeks into the Iran conflict, which began on 28 February. What makes this episode uniquely difficult to assess – both in terms of its duration and its ultimate economic impact – is...
When bond markets exhibit wide credit-spread dispersion, look to a systematic approach to generate alpha. Today’s credit markets look deceptively dull: while average spreads are tight, dispersion a...
Curating diverse return streams is important. Asset-based finance may help. Diversification is often treated as an asset-allocation decision. How much capital should go to equities? Bonds? Alterna...
Assess the investment implications of the Iran conflict, and explore the potential economic and market impact under different scenarios, with the latest analysis from J.P. Morgan’s Market Insights...
As crypto regulation evolves and blockchain-integrated technology adoption accelerates, the tokenization of real-world assets is gaining momentum. Sandy Kaul, Head of Innovation at Franklin Templet...
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