J.P. Morgan Asset Management - The Weekly Brief

03.05.2021 11:17 - JPMorgan Asset Management (Switzerland) LLC

J.P. Morgan Asset Management - The Weekly Brief

Netto-Null-Verpflichtungen machen derzeit Schlagzeilen, nachdem Präsident Biden kürzlich zusagte, die US-Treibhausgasemissionen bis 2030 zu halbieren. Insgesamt haben nun 58 Länder, die 54 % der globalen THG-Emissionen ausmachen, ein Netto-Null-Ziel festgelegt. Wir erwarten weitere Ankündigungen vor dem Weltklimagipfel im November. Das Engagement für Klimaneutralität bis 2050 ist zu begrüssen; die Umsetzung ist eine Mammutaufgabe, die bedeutende Durchbrüche in der Klimatechnologie erfordern wird. Da 73 % der weltweiten Emissionen aus dem Energiesektor stammen, wird die Neuausrichtung des globalen Energiemixes eine entscheidende Rolle spielen. Unsere neueste Publikation „Netto-Null-Emissionen erreichen: Der Weg zu einer klimaneutralen Welt“ befasst sich mit den anlagespezifischen Auswirkungen auf verschiedene Sektoren. Ein gründliches Verständnis dafür, wie sich die bevorstehende Welle politischer Veränderungen auf die Cashflows und Bewertungen auswirken wird, sollte schon jetzt ein wesentlicher Bestandteil jeder Anlageentscheidung sein.

JPMAM_The Weekly Brief_03.05.2021.pdf

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