Research

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Factories emitting pollution.

Final port of coal? The Brookfield Dalrymple IPO

16/11/2020

Brookfield IPOs the Dalrymple coal terminal.

An overhead photo of a road submerged by floodwater.

The bond market and the climate transition

01/11/2020

Here, we present arguments for the functionality of bond markets for the climate transition.

The steps of a government building.

The ECB and Alberta's oil production tax holiday

26/10/2020

The ECB facilitates cheap funding for Alberta.

Factories emitting pollution.

Reef Credits: An Indulgence

22/10/2020

Contribution to Reef Credit does not rectify Queensland’s role as a global coal player.

An ECB Rapid Decarbonisation Plan

20/10/2020

We suggest an approach for a rapid decarbonisation plan for the ECB.

Financial candles on a screen.

Low carbon credit performance: 2020 Q3 update

13/10/2020

Low carbon credit robustly outperforms a traditional portfolio, based on two indices.

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.

Factories emitting pollution.

Hard coal auction

28/08/2020

In this report we discuss the German coal decommissioning auction.

Financial candles on a screen.

ESG in CDS indices

14/08/2020

Here, we draw some conclusions on how ESG CDS indices should be used.

Factories emitting pollution.

Top coal, top ESG?

29/07/2020

Investments in Adani refinancing are not aligned with a coal exclusion policy.

An overhead photo of a road submerged by floodwater.

Green Bond Risk Premiums: A Twin-Bond ULFP Approach

02/06/2020

Here, we discuss the trading volatility of green bonds vs vanilla bonds.

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