Research

All Bond spotlight Sustainability-Linked Bonds Climate risk pricing Fossil lending Nature loss Transparency Sovereigns and central banks Portfolio analysis Quantitative research

Auto bonds: Any colour so long as it is green

17/08/2022

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

JBS: A meaty SLB impact proposal

16/08/2022

In this report, we discuss how meat processing has a major role to play in tackling climate change.

Ace of Basis: Green cash-CDS basis to drive transition

01/08/2022

In this report, we show how green negative basis packages are a strategy to drive relative funding costs for green bonds tighter.

Enel: A case study in transition finance using SLBs

25/07/2022

In this report, we discuss Italian Enel's prolific use of SLBs.

A row of wind turbines at dawn.

SLB bond radar: Eni (potentially) coming to market

19/07/2022

Italian oil company Eni to come to market with an SLB.

Tilt and Run: ECB climate policy update

05/07/2022

The ECB announces further steps to incorporate climate change into their monetary policy operations.

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.

Market update: Recent performance on high carbon emitters in CSPP

27/06/2022

Market update: Recent performance on high carbon emitters in CSPP.

A financial analyst’s Bloomberg keyboard layout.

Swedish RE Bond Blowup: Not a green issue

27/06/2022

Swedish real-estate bond sell-off has little bearing on green/labelled bond performance.

Factories emitting pollution.

Net green/fossil bond syndication league table - June 2022

23/06/2022

An update on net green/fossil DCM fee generation from key banks.

Wind-down (of CSPP) is coming

08/06/2022

Inflation is pushing central banks to act on their green portfolios.

SFDR subsidiary ESG disclosures: ESMA clarifications

03/06/2022

ESMA clarifications are useful to avoid circumvention of certain end investors’ sustainability criteria.

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