TEMP News and Press, JPMorgan Climate Change Solutions ETF From 08/16/22

A climate mitigation policy mix of carbon taxes, green subsidies, and infrastructure investment could reduce global balances by a quarter by 2027. Global interest rates are also likely to fall in the longer term because of the decline in investment in fossil fuels, following an initia...

The Senate has passed the Inflation Reduction Act; amid its multifaceted, approximately $370b of energy-related spending, both the clean energy theme and the electric vehicle theme are key components of the bill and the primary focuses of this commentary. If the bill becomes law, the ...

Investors have a lot to worry about nowadays as interest rates continue to march higher despite cooling economic growth. The outlook for stocks remains uncertain amidst inflation readings not seen. We believe there are very few excellent companies out there that combine a steadily gro...

SolarEdge Technologies has penetrated the majority of its total addressable market in the residential and commercial segment. The company has made good progress in international expansions. The company has a respectable financial profile compared to its peers. For further de...

Autodesk is a leading company for 3D design, engineering, and entertainment software. Structural tailwinds for ADSK such as accelerating digitalization, ESG, and virtual reality likely support a multi-year growth outlook of 15-20% CAGR. Although the stock is down 31.5% YTD, ADSK s...

Carrier Global reveals more opportunities, as the U.S.' decarbonization footprint shows only modest improvement. It benefits from a strong outlook for share repurchases and minimal operating impact from the conflict between Russia and Ukraine. The company is one of the publicly tr...

At the end of 2019, had we been told that a two-year pandemic was about to begin, we would have found it impossible to predict the set of returns that followed in subsequent years. Historically, “tightening,” or “over-tightening,” policy was about corrallin...