Anthropocene Fixed Income Institute

We discuss why short selling of the right kind has positive climate impact, both when executed in fixed income as well as in equities. This note first appeared in Environmental Finance and is reprinted with permission.

(25 Oct 2021)

Given the last week’s flurry of short selling stories, from Wall Street Bets and Gamestop to Wirecard and BaFin, spiced with flow machine Larry Fink and BlackRock, we discuss the societal value of short sellers. We further elaborate on how this applies in bond markets and its potential usefulness for climate change mitigation.

( 31 Jan 2021)

"The biggest capital markets arbitrage of my lifetime" is a comment from the world's biggest asset manager that necessitates some analysis. We look at positioning in the private vs public market divide.

(11 Nov 2021)