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Is a commodity super cycle possible in a greening economy?

Leading investment bank JP Morgan this month released an article titled “Are commodities still a good inflation hedge amid decarbonization?” The piece, penned by Kerry Craig, Ian Hui and Gareth Lam, offers a detailed analysis of what may be one of the most popular ‘reflation’ trades occurring at the present time. One would struggle to…
Drew Meredith | 1st Jul 2021 | More
‘Uneven’ impact of race to net zero opens huge opportunity

The mooted transition to net-zero will have an “uneven impact” across sectors, presenting opportunity and risk in equal measure, according to JP Morgan Asset Management. Companies that can achieve climate-based technology solutions are set to be the “biggest beneficiaries” of any new environmental initiatives, with autos in the hot seat as one of the most…
Lachlan Maddock | 27th May 2021 | More