The past decade has been the hottest on record. 2024 just clocked in at 1.55°C above pre-industrial levels. With heat waves, wildfires and extreme weather wreaking havoc, JPMorgan says climate adaptation is no longer optional—it's an investment necessity.
In a new report, the firm highlights 157 stocks poised to benefit from climate adaptation, spanning renewable energy, water security, infrastructure, and climate risk analytics. Of those, 75 stocks carry an Overweight rating—a strong signal to investors looking for companies positioned to thrive in an increasingly volatile climate.
We’re highlighting the ones that JPMorgan is ‘Overweight’ on from the North American region. These are the top stocks U.S. investors could consider while re-shuffling or adding to their ESG investing portfolios.
Industrials: Strengthening Supply Chains For A Warming World
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Beyond Renewables: The Under-The-Radar Climate Winners
With COP30 expected to drive global climate policy, JPMorgan sees these companies gaining as governments and corporations ramp up adaptation investments.
For investors, the takeaway is clear: climate change isn't just a threat—it's an opportunity.
Is your portfolio ready for the shift?
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