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ESG & Sustainable Investing

UK sub-prime lending raises ESG concerns
TwentyFour Blog | Read | 2 min 4 Apr 2022 by Aza Teeuwen

UK sub-prime lending raises ESG concerns

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

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Is there enough of an ESG premium in EM?
TwentyFour Blog | Read | 3 min 21 Mar 2022 by Charlene Malik

Is there enough of an ESG premium in EM?

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

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TwentyFour Blog | Read | 3 min 4 Aug 2021 by Aza Teeuwen

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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TwentyFour Blog | Read | 4 min 12 Jul 2021 by Charlene Malik

ESG is Inflationary

As companies and individuals adopt sustainable practices, we believe the potential exists for inflationary consequences.

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TwentyFour Blog | Read | 3 min 2 Jul 2021 by Johnathan Owen

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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TwentyFour Blog | Read | 3 min 30 Jun 2021 by Silvia Piva

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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TwentyFour Blog | Read | 3 min 23 Jun 2021 by John Lawler

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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TwentyFour Blog | Read | 2 min 10 May 2021 by Gordon Shannon

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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TwentyFour Blog | Read | 3 min 26 Apr 2021 by Diana Chiu

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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TwentyFour Blog | Read | 1 min 20 Apr 2021 by Mark Holman

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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TwentyFour Blog | Read | 3 min 30 Mar 2021 by Graeme Anderson

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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TwentyFour Blog | Read | 3 min 24 Mar 2021 by Elena Rinaldi

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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