EMEA Sustainable Investing Research Library: Must-Reads and Highlights - July 2026

研报英文原文证据摘录

EMEA Sustainable Investing Research Library: Must-Reads and Highlights - July 2026

J P M O R G A N Europe Equity Research

31 July 2026

EMEA Sustainable Investing

Research Library

Must-Reads and Highlights - July 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

• ►Sustainable Pulse: EMEA Quarterly Chartbook: Flows, Performance, (33-1) 4015 4471

Themes & Regulations, July 2026 (J. Hecker & al) - link hugo.dubourg@jpmchase.com

J.P. Morgan Securities plc

• ►The Long View: Responsible AI: The Brussels Effect, When the EU AI Act Ojasvee Shah

Becomes the World's Default, July 2026 (H. Dubourg) - link (91-22) 6157-3757

• The Activist Steward: 2026 Voting Season Tracker: Fewer Proposals, ojasvee.shah@jpmchase.com

Sharper Focus, July 2026 (N. de la Gorce) - link J.P. Morgan India Private Limited

• Forced Labor: Rising investor scrutiny as European regulations are reshaped,

July 2026 (N. de la Gorce) - link

• ►Carbon Counts 2026: EU ETS Reform Proposal - Key Takeaways &

Stock reactions, July 2026 (J. Hecker) - link

• ►Carbon Counts 2026: What to Expect from the EU ETS Reform