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

17 July 2026

Sustainability Wire

Mainstreaming Sustainability: News & Content

Highlights from Equity Research

Top of the Agenda…

• The second edition of Sustainable Pulse: EMEA Quarterly Chartbook

shows that Article 9 equity funds outperformed Article 6 and 8 equity funds

year-to-date both globally and in Europe, while Article 8 global fixed income

funds led in their category. Among the EU-domiciled thematic funds, EMEA Sustainable Investing

technology and materials-driven themes showed the strongest performance. Research

Link AC Jean-Xavier Hecker

• Carbon Counts 2026. What to Expect from the EU ETS Reform proposal (33-1) 4015 4472

on July 17? We flag the key issues to watch, potential EUA price implications jean-xavier.hecker@jpmorgan.com

based on forecasters’ expectations, sector reads for Cement, Chemicals and J.P. Morgan Securities plc

Pulp & Paper from our analysts, and introduce our simplified “carbon pricing” Hugo Dubourg AC

stock screener. Link (33-1) 4015 4471

hugo.dubourg@jpmchase.com

• Takeaways from the SBTi 2.0 webinar and our expert event with ERM: We J.P. Morgan Securities plc

reiterate our view that V2.0 refocuses on near-term action over long-term Noemie de la Gorce, CFA AC

ambition – a shift we expect to be broadly welcomed by investors. A key (44-20) 7134-4229

question for investors remains: how will they treat companies that hold SBTi- noemie.delagorce@jpmorgan.com

J.P. Morgan Securities plc

validated targets but report limited progress due to external dependencies?

Ojasvee Shah

Link & Link

(91-22) 6157-3757

• Sustainability Connect 2026 – Upcoming Calls: SSE (July 22), IMI (Sept ojasvee.shah@jpmchase.comJ.P.