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
A financial analyst’s Bloomberg keyboard layout.

GREENSAIF: a not-so-green, double-edged sword

06/02/2023

BlackRock Real Assets looks to the bond market to refinance their investment in Aramco.

Nissan: shift expectations with an SLB?

05/02/2023

In this report, we explore the market trend of increasing issuance of green bonds by the auto industry.

A financial analyst’s Bloomberg keyboard layout.

Adani Group: Investment Grade to High Yield risks

30/01/2023

We discuss how Adani's bonds have fallen further in cash price terms.

A financial analyst’s Bloomberg keyboard layout.

Adani Group: Bonds underperforming equities

25/01/2023

Here, we show how equities within the Adani Group moved after a critical report was posted.

A row of wind turbines at dawn.

Air France-KLM: Come fly with SLBs

09/01/2023

Air France-KLM comes to the market with two SLBs.

A row of wind turbines at dawn.

One small step for Orlen, one giant leap for the SLB market

29/11/2022

An exploration of the triggering of a sustainability-related financial penalty for PKN Orlen.

A magnifying glass zooming in on some statistics.

Sembcorp: Carbon footprint arbitrage of a lifetime

06/11/2022

In this report, we discuss Sembcorp's sale of thermal coal power in India.

A financial analyst’s Bloomberg keyboard layout.

No green ePIFany

29/09/2022

In this report, we consider whether PIF's new bond deal is really 'green.'

A financial analyst’s Bloomberg keyboard layout.

MHI: The wrong kind of transition

06/09/2022

In this report, we explore how ammonia co-firing features in Japan's transition plans.

A financial analyst’s Bloomberg keyboard layout.

Bond investors and new Queensland thermal coal mines

29/08/2022

We review the status of Queensland Treasury Corporation's grey and green-labelled bonds.

Auto bonds: Any colour so long as it is green

17/08/2022

Transitioning the auto manufacturing sector is essential to tackling climate change.

The steps of a government building.

The Reformed SSA Trader: Kreditanstalt Fossil Wiederaufbau?

01/07/2022

Recent developments put KfW's green bond investors in an awkward position.

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