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ESG & Sustainable Investing

4 Aug 2021 TwentyFour Blog

The End of the Road for Petrolheads

We can model all kinds of credit risk as long as there is enough protection in the structure for investors to get comfortable with a degree of residual value risk.
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12 Jul 2021 TwentyFour Blog

ESG is Inflationary

As companies and individuals adopt sustainable practices, we believe the potential exists for inflationary consequences.
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2 Jul 2021 TwentyFour Blog

Second time lucky?

It is hard to draw any immediate conclusion from this transaction other than Repsol's notable persistence to obtain sustainable financing.
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30 Jun 2021 TwentyFour Blog

The new mortgage prisoners – the unintended consequences of improving the world

In both instances, the good intentions of the regulator and the authorities are clear… But at the same time both changes have the potential to cause an increasingly undesired side effect.
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23 Jun 2021 TwentyFour Blog

A Lighter Shade of Green

We have a high opinion of Kensington as a mortgage lender and when we score it for ESG as part of our investment analysis it performs very well even without this latest Green initiative, but we do feel it can stretch further.
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24_2021-05-10_blog_is-shunning-coal-a-good-policy-for-capital-markets_teaser
10 May 2021 TwentyFour Blog

Is Shunning Coal a Good Policy for Capital Markets?

As long as coal usage is not illegal, a private buyer of any origin will be able to purchase these assets cheaper and run them for as long as possible with no regard for ESG matters.
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24_2021-04-26_blog_tobacco-bonds-volatile-as-investors-chew-on-esg-risks_teaser
26 Apr 2021 TwentyFour Blog

Tobacco Bonds Volatile as Investors Chew On ESG Risks

Tobacco company bond spreads were volatile last week on news that the Biden administration is exploring a ban on menthol cigarettes and may pursue a policy to reduce nicotine levels in all cigarettes to non-addictive or minimally addictive levels. Rumours about an increased tobacco tax also surfaced, further shaking up the industry.
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24_2021-04-20_blog_barclays-prison-break_teaser
20 Apr 2021 TwentyFour Blog

Barclays' Prison Break

ESG conscious investors, ourselves included, of course, are applauding this brave decision by Barclays to put their conscience before profit, but they are not the first to do so.
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24_2021-03-30_blog_sustainability-to-the-fore-as-sfdr-kicks-in_teaser
30 Mar 2021 TwentyFour Blog

Sustainability To the Fore as SFDR Kicks In

There are many other aspects of SFDR to discuss and we expect the market to take some time to fully adjust.
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24 Mar 2021 TwentyFour Blog

Brass Builds Momentum in ESG ABS

In terms of execution, it is difficult to assess any ‘ESG premium’ in Brass 10 given the overall strong demand, and in our view it’s still early to weigh the importance of a ‘social’ label for ABS investors.
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24_2021-03-17_blog_green-rmbs-is-no-storm-in-a-tea-cup
17 Mar 2021 TwentyFour Blog

Green RMBS Is No STORM in a Tea Cup

For most investors this deal would likely be considered a liquidity position, and at a spread of 15bp this is certainly not the sexiest proposition the European ABS market has to offer, but what is interesting about this latest instalment from the STORM platform is what makes the deal ‘Green’.
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24_2021-02-08_blog_esg-looking-under-the-label_teaser
9 Feb 2021 TwentyFour Blog

ESG: Looking Under the Label

This deal, backed by a £472m pool of owner-occupied mortgages partially securitised in a previous transaction, drew over £1.2bn of orders and was printed 10-30bp tighter than initial price guidance depending on the tranche, reaching pre-COVID tights.
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