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With COP 26 imminent, climate change is top of the agenda for J.P Morgan Asset management
J.P.Morgan Asset Management is building carbon transition aware strategies to insulate investors’ money against the effects of climate change. This takes two forms according to investment specialist Katie Magee. The first is assessing how companies can best prepare themselves to address climate change. The second is finding the most innovative businesses in areas such as renewable energy, transportation and agriculture that can help the world reduce, and eventually eliminate, emission of greenhouse gases.
introduction
KATIE MAGEE
Investment Specialist at J.P. Morgan Asset Management
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Investment Specialist at J.P. Morgan Asset Management
KATIE MAGEE
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Head of Sustainability Research at Lombard Odier Investment Managers
THOMAS HÖHNE-SPARBORTH
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Head of Emerging Market Debt, Nordea Asset Management
thede rÜst
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Lombard Odier Investment Managers reveals how it is handling the low carbon transition
A strategy focusing on low carbon sectors alone will fall short when capturing the benefits of the journey to net zero, argues Thomas Höhne- Sparborth, Lombard Odier Investment Managers’ Head of Sustainability Research. While the initial intuition of investors has been to avoid higher carbon sectors such as steel, cement, chemicals or the power industry, these areas will in fact remain economically essential. And as they are higher emitting, its where the transition needs to happen the most and therefore where most of the significant carbon reductions can be achieved. ‘To us it is not about getting out of these sectors but instead finding the leaders within these industries, those that understand the challenge, that have a clearly defined business strategy and that understand the commercial implications and identify those, opposed to the laggards which we believe are increasingly exposed to carbon risks and are failing to transition.’
introduction
THOMAS HÖHNE-SPARBORTH
Head of Sustainability Research at Lombard Odier Investment Managers
play the video
Investment Specialist at J.P. Morgan Asset Management
KATIE MAGEE
01
Head of Sustainability Research at Lombard Odier Investment Managers
THOMAS HÖHNE-SPARBORTH
02
Head of Emerging Market Debt, Nordea Asset Management
thede rÜst
03
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Nordea Asset Management explains how to make portfolios more climate resilient in EM debt
The urgency of policymaking when it comes to ESG is high, not just for emerging markets but the entire world, says Thede Rüst at Nordea Asset Management. But while greenhouse emissions are still higher in developed economies, EM regions remain largely exposed to the physical risks of climate change. The solution? Avoid an exclusionary approach and deploy capital to finance sustainable corporate activities as well as innovative tools such as green bonds. ‘Green bonds are a fascinating form of financial innovation in fixed income, but also social bonds. That will continue to grow because it’s also a very good tool for investors to make their portfolios more climate resilient whilst at the same time have impact.’
introduction
thede rÜst
Head of Emerging Market Debt, Nordea Asset Management
play the video
Investment Specialist at J.P. Morgan Asset Management
KATIE MAGEE
01
Head of Sustainability Research at Lombard Odier Investment Managers
THOMAS HÖHNE-SPARBORTH
02
Head of Emerging Market Debt, Nordea Asset Management
thede rÜst
03