The ageing effect: how demographics shape BTPS climate solutions strategy
Arek Zawada, head of investment solutions at Brightwell, discusses the scheme’s approach to climate solutions
Fixed Income
Steady at the helm: what AP3’s half year results suggest about its climate commitments
The pension fund’s green bond-tilted fixed income portfolio outperformed its benchmark and timberland assets continued to deliver
Aegon Asset Management launches climate transition fund for investment grade corporate bonds
The strategy will target a 30% carbon footprint reduction by 2029 and net zero portfolio alignment by 2040.
Collateral climate haircuts: the ECB’s new ‘climate factor’ could reshape bond portfolios
A climate risk adjustment to collateral valuations could steer capital away from carbon-intensive issuers
Engaging with sovereign issuers: Developed Market investors can learn from Emerging Markets
When it comes to engaging with sovereigns on climate change, developed market investors can learn a thing or two from emerging markets, argues Claire Meier Underhill, investor director at ASCOR
Despite it all: what explains the resilience of green bonds?
The green bond market has been surprisingly resilient; the latest figures from the Climate Bonds Initiative show cumulative GSS+ debt has reached a $6tn milestone
UPP’s Barbara Zvan on the shift to inflation-proof and climate assets
UPP is now fully funded just four years after launch, CEO Barbara Zvan discusses the fund’s shift to inflation-protected assets, its C$1.2bn commitment to climate solutions, and the challenge of decarbonising private markets
Uninsurable mean uninvestable: pricing in physical and litigation risks
Investors are bracing themselves for a stark increase in litigation costs as the physical impacts of climate change become increasingly tangible yet pricing this in remains far from straightforward
Can labelled debt hold the key to tackling methane abatement?
The Methane Finance Working Group recommends a new approach to oil & gas debt structuring, linking it to methane abatement
The dragon takes flight: tailwinds for China’s first green bond issuance
China has launched its first sovereign green bond, the issuance is significant for three reasons – confidence, geography and timing, reports Atharva Deshmukh
Smart Pension’s James Lawrence on growing DC demand for green bonds
Thomas Helm speaks to James Lawrence, director of investment proposition at Smart Pension, to find out how the DC provider plans to green its fixed income portfolio
Beyond green: inside the nascent space of transition bond funds
A major challenge for net-zero-focused bond investors is finding not only credible but also financially attractive transition finance opportunities