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Is a commodity super cycle possible in a greening economy?

July 1, 2021 by Drew Meredith

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...

‘Uneven’ impact of race to net zero opens huge opportunity

May 27, 2021 by Lachlan Maddock

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...