The AFII View

When fiscal risk reprices the transition

Rising long-end yields and hyperscaler borrowing are making transition finance more expensive

JBS drops net zero target

Bondholders can ask JBS to reinstate net zero targets

Banks, the transition, and turning attention into action

How banks earn fees (not just what they lend) reveals their role in the transition.

Australian coal: majors exit, private players in – can lenders raise the bar?

Anglo American's coal exit raises transparency and safety concerns, signalling an opportunity for debt investors to request stronger standards.

SLB 2025 reporting: a mid-stream analysis of this watershed year

Deforestation risk to security: why the UK should fund TFFF

Deforestation poses a direct UK national security risk. AFII CEO Justine Leigh Bell argues funding the TFFF is a strategic investment, aligning climate protection with economic resilience.

San Miguel Global Power: timing the engagement

A December 2026 bond call may open a window for investor engagement.

A framework for Asia on the new world order - Japan's strategic resilience

The global order is undergoing a structural shift.

Amazon’s record bond issuance: data centres, energy, and deforestation

Amazon.com's bumper deal may present risks for sustainable investors

BP investor activism – try a new approach?

Time for bondholders to use their engagement powers

Archer Daniels Midland: governance questions meet a maturity wall

Use AFII's bondholder engagement toolkit to seek reassurance from ADM.

The tide is out, and Thames Water green bond investors are swimming without support

Allocation and impact reporting delayed