Research

PPC: Coal decommissioning success impacts SLBs

19/02/2024

PPC’s Jan 2024 capital market day revealed strong coal decommissioning, with implications for SLB investors.

日本のサステナビリティ・リンク・ボンドのプロポーザル (Japan SLB: Japanese version)

15/02/2024

We show how Japan’s Climate Transition Bond could be complemented with an SLB, to boost its green credentials

ConocoPhillips' Q4 2023 oil sands production breaches investment exclusion thresholds

13/02/2024

ConocoPhillips’ Q4 2023 results show production from Oil Sands of 6.6%, potentially breaching investor exclusion thresholds.

Transition power, a JGB SLB, prints in USD

07/02/2024

We show how Japan’s Climate Transition Bond could be complemented with an SLB, to boost its green credentials

Factories emitting pollution.

Adani’s SLB: Likely to meet its weak targets

06/02/2024

The electricity provider AEML's SLB should be considered in the context of the wider Adani Group strategy on coal.

A financial analyst’s Bloomberg keyboard layout.

STT GDC issues a Sustainability-Linked Perpetual

23/01/2024

STT GDC’s sustainability-linked perpetual issuance shows its commitment to sustainable financing

ECB 2023 climate review of corporate bond portfolios

22/01/2024

We assess whether the ECB has moved to improve the climate impact of its corporate bond portfolio, and the potential impact for investors

日本製鉄グリーンボンド:最小限の戦略 (Nippon Steel: Japanese version)

19/01/2024

Transitioning the steel sector is crucial for the climate. We review the impact of Nippon Steel's green bonds.

Nippon Steel green bonds: A bare minimum strategy

09/01/2024

Transitioning the steel sector is crucial for the climate. We review the impact of Nippon Steel's green bonds.

McDonald’s deforestation footprint: We’re not lovin’ it

03/01/2024

McDonald's is a major contributor to tropical deforestation, and investors should closely monitor its impact.

RDCP: Deforestation exposure in liquid credit portfolios

22/12/2023

In this report we introduce our Representative Deforestation Credit Portfolio, a tool for analysing the extent of deforestation in liquid credit portfolios

Factories emitting pollution.

The Box: a tool for bank influence

20/12/2023

Dec 2023 update of The Box - a tool for investors to use their counterparty selection process to influence bank behaviour