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ESG & Sustainable Investing

TwentyFour Blog | Read | 4 min 24 Mar 2023

The ESG technical is very strong

Johnathan Owen looks at the ECB’s plans to ‘green’ their asset purchasing program going forward, and what this could mean for credit spreads.

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

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

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

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

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

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

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

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

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
TwentyFour Blog | Read | 3 min 26 Apr 2021

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
TwentyFour Blog | Read | 1 min 20 Apr 2021

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

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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