ESG & Sustainable Investing

How much do listed companies contribute to emissions? We estimate they account for about 16.9 billion tons of greenhouse gases compared to a global total of 46.3 billion tons annually. These are needle-moving volumes. Investors can make a difference by working with management teams to encourage abatement plans.

The circular economy, popularized by expressions such as “zero waste”, “right to repair”, or “from farm to fork”, is rooted in the knowledge that resources are finite. Companies that manage to reduce their consumption of raw materials are likely to increase their profits and market share, which will ultimately benefit investors. Past examples of corporate successes based on the circular economy include the Italian Vespa scooter.

Here we lift the lid on how typical ESG scoring models work in fixed income, with the help of some real-world examples that will help explain why some companies score well and others poorly. Some of the results will surprise you.

Collateralised Loan Obligations, or CLOs, are bond instruments issued to fund a specific pool of loans, typically senior secured or ‘leveraged’ loans, to companies.

Last week Oodle Financial Services successfully priced its fifth UK Auto ABS transaction, Dowson 2022-1.

Russia’s invasion of Ukraine has triggered fresh debate about ESG considerations in fixed income, particularly when it comes to emerging markets assets.

Last year the Fortune 500 had a record 41 women CEOs. Yet US women earned just $83 for each $100 by men on average, reflecting the corporate ladder’s ‘broken rungs.’ This blog looks at female led company profiles, workplace headwinds for women, and ways to improve the flow of meritocracy.

With environmental and social factors rightly growing in prominence in the field of ESG, TwentyFour portfolio manager Chris Bowie explains why governance should still matter to bond investors

The nature we depend on is bleeding as natural habitat is cleared to support population growth, consumption and waste. Nature, society and the health of our portfolios are interlinked. This blog ties biodiversity hot spots to the impact of individual companies. Get ahead of risk and regulation.

TwentyFour Asset Management’s portfolio management team offer bond issuers three tips on improving their ESG data disclosure, and explain why companies shouldn’t attempt to fool them.

Graeme Anderson shares five lessons from sustainable bond investing, including how E and S are catching up to G and why Coca-Cola scores higher than Tesla.

In recent months and years we have seen remarkable growth in the number of ESG-focused or sustainable investment strategies being offered by asset managers, a trend that first emerged in the equity market but is now making itself felt in the world of fixed income.