Sustainability Wire Mainstreaming Sustainability: News & Content Highlights from Equity Research

Research evidence excerpt

Sustainability Wire Mainstreaming Sustainability: News & Content Highlights from Equity Research

J P M O R G A N Europe Equity Research

22 May 2026

Sustainability Wire

Mainstreaming Sustainability: News & Content

Highlights from Equity Research

Top of the Agenda…

• European inflows drive recovery as global ESG demand stabilizes. Global

sustainable fund flows turned positive in Q1 2026 with $3.5bn in net inflows,

led by a sharp rebound in Europe, where sustainable funds attracted more than

$9bn in net new money, despite ongoing geopolitical and regulatory EMEA Sustainable Investing

uncertainty. Link Research

• SFDR 2.0: Key Take-aways from the EU Parliament Rapporteur’s Draft Jean-Xavier Hecker AC

and What it Means for Investors. Parliament's draft is an incremental step in (33-1) 4015 4472

the SFDR reform process. The forthcoming ECON committee stage jean-xavier.hecker@jpmorgan.com

amendments are due by 4 June and a vote is scheduled for 15 July. The J.P. Morgan Securities plc

trajectory of these negotiations will be closely monitored for implications on Hugo Dubourg AC

fund reclassification risk, product design constraints, and competitive (33-1) 4015 4471

hugo.dubourg@jpmchase.com

positioning within the EU sustainable finance market. Link J.P. Morgan Securities plc

• Sustainability Connect 2026: Take-aways from our call with Drax. In our Noemie de la Gorce, CFA AC

first session of Sustainability Connect 2026, we discussed with Drax about its (44-20) 7134-4229

implementation of its new sustainability framework, progress and challenges noemie.delagorce@jpmorgan.com

J.P. Morgan Securities plc

on climate and net zero targets, approaches to biomass sourcing and

Ojasvee Shah

compliance, and more. Link

(91-22) 6157-3757

• Energy and AI: Discussion with the IEA.