Bond spotlight

Bottom-up situational analyses of individual securities and issuers to support investors in these bonds and provide case studies for the sustainable development of the fixed income market.

All Bond spotlight Sustainability-Linked Bonds Climate risk pricing Fossil lending Nature loss Transparency Sovereigns and central banks Portfolio analysis Quantitative research
The steps of a government building.

Tar sand new issue alert: Korea National Oil Corporation

24/03/2021

Given KNOC's tar sand exposure, syndicating banks should request a carbon footprint on behalf of KNOC.

A financial analyst’s Bloomberg keyboard layout.

Bond portfolio fossil exposure review: PFA Pension

06/03/2021

PFA's engagement with Enbridge is positive but its position as a lender to Alberta poses issues.

EQT and Adani Enterprises: Some ESG questions

24/02/2021

Private equity house EQT enters into JV with Adani Enterprises to build data centres.

A financial analyst’s Bloomberg keyboard layout.

Coal, coup, CDP and credit: Adani Ports update

09/02/2021

In this report, we review the factors to be taken into account for Adani Ports bond investors.

The steps of a government building.

Green reputation hijacking: how multilateral green credit lines are used for Carmichael purposes

05/02/2021

In this report, we discuss how multilateral green credit lines are used.

The steps of a government building.

The Reformed SSA Trader: New Year's Exclusions

10/12/2020

In this report, we initiate our Supras, Sovereign and Agencies (SSAs) exclusion list.

A financial analyst’s Bloomberg keyboard layout.

So long. Farewell. xAuf Wiedersehnx. Adieu.

02/12/2020

We discuss how the German coal decommissioning auction is shutting 4.8GW of hard coal power.

State Bank of India and Coal Mega-Mine? Not so fast please

18/11/2020

SBI is looking to provide fresh funding to Adani and Carmichael.

A financial analyst’s Bloomberg keyboard layout.

Your AMs/PMs want to buy new Saudi Aramco bonds? Have them consider alternatives

17/11/2020

Here, we explore how Saudi Aramco close to issuing bonds again.

A financial analyst’s Bloomberg keyboard layout.

Dalrymple of Queensland and the Mighty Greenwash

29/09/2020

In this report, we detail the potential sale of Dalrymple to Queensland.

A financial analyst’s Bloomberg keyboard layout.

Global investors and the Carmichael mega-mine

01/09/2020

In this report, we detail the largest exposures to Adani Ports.

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