The sustainable debt market is growing rapidly as issuers face increased pressure from investors and regulators to finance a more sustainable future. Here we look at how to assess the suitability of labelled issuance for portfolios and highlight how to use engagement to combat greenwashing.....
Alejandro Arevalo is seeing both fair value in absolute terms as well as relative value against US high yield being the the cheapest in half a decade....
Given the various inconsistencies in how the phrase is understood, what does “net zero” really mean – and how should progress towards this goal be measured?
Interest rates remain ultra-low, fiscal stimulus may be near a peak and major economies’ monetary policy will likely become less accommodative. So how do you invest in these markets?
Many institutional investors have been attracted in recent years by the potential for high yields on mortgage investments. Exposure to the mortgage market can be achieved in various ways. In this article, we compare Danish mortgage bonds with direct investments in Dutch mortgage loans.......
The quick dismissal by Christine Lagarde and other central bankers and economists on the prospect of debt cancellation as part of the pandemic recovery misses one very obvious fact......
While the COVID-19 pandemic has disrupted global credit markets, PIMCO believes bottom-up research is key to reveal opportunities for 2021......
We take an in-depth look at how asset managers can, and perhaps should, offer hedging to investors in illiquid strategies. Safe to say, it requires a bespoke approach......
We talk to Marjo Koivisto, Investment Associate and Head of ESG, for an in-depth discussion about how the firm integrates ESG in their private credit strategies....
Following our recent roundtable, we interviewed Douglas Farquhar of NN Investment Partners, who previously worked as a verifier of green bonds, to discuss different opinions around classifying green bonds.....
