EMEA Sustainable Investing Research Library Must-Reads and Highlights - June 2026

研报英文原文证据摘录

EMEA Sustainable Investing Research Library Must-Reads and Highlights - June 2026

J P M O R G A N Europe Equity Research

30 June 2026

EMEA Sustainable Investing

Research Library

Must-Reads and Highlights - June 2026

EMEA Sustainable Investing About the EMEA Sustainable Investing Research Library

Research

This monthly publication shows in one spot the published insights from our AC Jean-Xavier Hecker

Sustainable Investing Specialists & Sector teams within EMEA Equity

(33-1) 4015 4472

Research; combining in-depth sustainability knowledge with industry jean-xavier.hecker@jpmorgan.com

context and expertise to produce forward-looking and investable ideas. We J.P. Morgan Securities plc

AC remain at your disposal to discuss any of the below themes & reports in detail. Noemie de la Gorce, CFA

(44-20) 7134-4229

noemie.delagorce@jpmorgan.com

This month in EMEA Sustainable Investing Research... J.P. Morgan Securities plc

Hugo Dubourg AC

• First Principles - Shareholder Activism: The Art of Influence: From (33-1) 4015 4471

Engagement to Alpha, June 2026 (N. de la Gorce) - link hugo.dubourg@jpmchase.com

J.P. Morgan Securities plc

• ►Flash Note: Shareholder Activism in EMEA: Mid-Season Update, June Ojasvee Shah

2026 (N. de la Gorce) - link (91-22) 6157-3757

• ►The Long View: Q&A on AI, Energy and Climate, June 2026 (H. Dubourg) ojasvee.shah@jpmchase.com

- link J.P. Morgan India Private Limited

• ► Controversy Watch: TotalEnergies: Our View on the Paris Judicial Court

Ruling Under The French Duty of Vigilance Law, June 2026 (J. Hecker) - link

• ►SFDR 2.0: Look Before You Leap. Key Debate Points and Investor

Concerns ahead of Trilogue Negotiations - Takeaways from our Roadshow &

Latest Developments, June 2026 (J. Hecker) - link