Green Bonds
In-depth reporting on investing in Green Bonds for our pension fund and asset management readers from IPE’s award-winning journalists.
-
FeaturesSoft landing likely again for US economy
It has been more than a year since the attacks by Hamas in Israel and tensions in the Middle East remain high, with a rising impact on financial market sentiment.
-
FeaturesIPE Quest Expectations Indicator - November 2024
Donald Trump has profited from climate change, which he believes unimportant, as this year’s hurricane season has so far seen more storms over a wider area.
-
NewsVelliv says impact product revamp ‘in theory makes for better returns’
Danish mutual pension provider redesigns ideas behind VækstPension Aftryk, defines four categories of sustainable investment targets, adds asset classes
-
FeaturesFixed income, rates, currencies: All eyes are on US elections
With so many important elections taking place this year, politics were likely to have an outsized influence on financial markets.
-
FeaturesIPE Quest Expectations Indicator - October 2024
In generic US polls, Democrats beat Republicans, with a small but increasing margin, signalling an opportunity for reforms if Kamala Harris wins and a continuation of a divided and blocked Congress if Donald Trump wins.
-
NewsSweden’s AP7, AP2, AP3 back World Bank’s SEK2.6bn EM blue bond
Bond issue designed to promote ocean-friendly projects and improve access to clean water and sanitation in emerging markets
-
FeaturesFears grow of US slowdown
US president Joe Biden’s decision to step aside was much murmured about following his disastrous performance in a debate with Donald Trump, but it was still a surprise when he announced his decision. However, market reactions were relatively muted, despite shaking pollsters’ predictions on who might now win the election.
-
FeaturesIPE Quest Expectations Indicator - September 2024
Kamala Harris’ candidacy has turned the political mood in the US. The two candidates are very close together in the polls but while Trump’s score is stable – except for a worsening favourability – Harris’ statistics all show a positive trend.
-
Special ReportTop 10 European pension funds raise equity and bond exposure
Pension funds in most European countries recorded strong returns of between 6% and 9%, according to preliminary figures published this summer by the OECD.
-
NewsNew guidelines seek to define sustainability-linked loan bond instrument
ICMA body also released guidance for ‘green enabling projects’
-
AnalysisWhat happens if we burn all the carbon?
As someone who started his career working for Shell International (albeit four decades ago when fossil-fuel-induced global warming was not an issue that we were aware of), I do not believe that oil companies are inherently evil.
-
FeaturesMarket predicts US soft landing - June 2024
A combination of Federal Reserve chair Jerome Powell’s press conference and a slightly weaker-than-expected US April non-farm payrolls outcome succeeded in flipping the market back to a soft-landing narrative for the US economy. US Treasury bonds rallied sharply, taking other markets with them, while the yen weakened significantly against the dollar before recovering.
-
FeaturesIPE Quest Expectations Indicator - June 2024
Trump and Biden are both losing to undecided voters, a group that is now unusually large and may be sensitive to Trump’s legal troubles. Biden’s approval rate is below his score in presidential polls, while Trump’s score is the same in presidential polls and those measuring voters’ opinion of him. In the UK, the Conservatives took another drubbing in the local elections.
-
Asset Class ReportsThe quest for innovation in sustainable fixed income
Japan’s climate transition bond is the latest in a string of innovative developments in sustainable fixed income
-
FeaturesUS economy continues to surprise
The resilience of the US economy continues to confound observers. The Federal Reserve’s 11 hikes in interest rates over the course of 2022 and 2023 were implemented to rein in economic strength and to stifle inflation. Scroll forward to the second quarter of 2024 and both inflation and economic activity are still higher than expected.
-
Asset Class ReportsClosing the data gap in green, social and sustainability-linked bonds
Luxembourg’s bourse has capitalised on its experience as a green bond hub
-
Asset Class ReportsGreen bonds reach escape velocity
The green bond market looks set to grow further, despite pressure from many sides and key questions over their function
-
Opinion PiecesBond markets look set to become the new stewardship powerbroking arena
Investors in bond markets are starting to assume a more powerful position than equity investors to influence companies and countries. Innovation is sweeping through bond markets with the introduction of specific ‘use of proceeds’ bonds and sustainability-linked bonds.
-
FeaturesIPE Quest Expectations Indicator - May 2024
EU parliamentary elections are approaching fast. Current polls predict a shift to the right, with the current centrist parties remaining dominant and the extremist right overtaking the Eurosceptics. US President Donald Trump is still liable to be convicted in a criminal case, but his poll figures are rising.
-
NewsFirst quarter sees uptick in sustainability bonds
Market represents a lower proportion of wider bond markets, despite recent growth in issuance
