“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.
Episodes
Tuesday Jan 30, 2024
Tuesday Jan 30, 2024
In this episode we hear from Anna Stupnytska, Global Macro Economist at Fidelity International. Anna discusses the impact of Climate Change on growth, inflation and interest rates under various policy scenarios, the trade-off between nearer-term ‘transition risks’ and longer-term ‘physical risks’, what all this means for asset prices and strategic asset allocation, and distinguishing ‘signal from noise’ across the breadth of ESG data. Anna is in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.
Links for show notes:
From the top down: Capital market assumptions in the climate crisis (fidelity.co.uk)
February-2023-Global-Macro-Insights-Tracking-net-zero-progress.pdf (fidelity.co.uk)
Race to net zero: Seeing the world in an investment portfolio (fidelity.co.uk)
This episode was recorded on January 22, 2024.
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