On today's episode, Dr. David Kelly is joined by Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management, to discuss the efforts against climate change and the investment opportunities that may underlie this transition towards a more sustainable future. As the need to fight climate change has become more pronounced, sustainable investing has increasingly come into focus for investors. This episode discusses the outlook for U.S. climate spending, Europe’s energy transition as the conflict in Russia-Ukraine flares up, China and its green initiatives, and the investment opportunities in agriculture, transportation, food and water, and energy efficiency. Tune in to hear two of J.P. Morgan’s thought leaders discuss these issues and more.
To learn more about the opportunities in sustainable food & water, read Meera Pandit’s latest On the Minds of Investors article.
For additional insights from Dr. David Kelly, check out the Notes on the Week Ahead podcast and newsletter on Spotify, Apple, and LinkedIn.