JMP Securities’ Post

#GreenBond issuance in #emergingmarkets increased by 34% in 2023, according to research by Amundi and the IFC - International Finance Corporation. The sixth edition of the Emerging Market Green Bonds Report revealed that the value of the emerging market green bonds industry stood at €124bn (R2.5tn) as of the end of the year.  #GreenInvestments #Investment #Finance #FinanceNews https://lnkd.in/dJZ9gijN

Something’s happened in the Sustainability-Linked Bond market that’s never occurred before.    For the first time, not one, but two SLBs are reversing a coupon step-up after their issuer improved its sustainability performance.    ORLEN S.A., the Polish oil refiner and petrol retailer, has two SLBs outstanding. Their coupons are tied to Orlen’s MSCI ESG rating – stepping-up if it deteriorates and stepping-down if it reverts. On 6 February, MSCI upgraded Orlen’s rating from BBB to A, triggering a 10bps step-down in the coupons. This wipes out a commensurate step-up caused when the rating was downgraded back in December 2021.    It’s a new milestone in the evolution of the SLB market and a good case study for how continuously observed KPIs – in this case, the MSCI ESG rating – can motivate issuers to improve their sustainability performance over the long term.    Read the full article by clicking below.   https://lnkd.in/eZfssPaE    Research by Josephine Richardson    #investing #sustainablefinance #esginvesting    

Had a fantastic experience being part of the panel discussion during the Commodity Trading Week Singapore 2024. We discussed on 'Paving the way for greener trading: carbon emissions tracking in commodities', which is a critical topic. With emerging regulations and reporting requirements, and ever apparent case on embedding sustainability in business decision making, the valuation of carbon along with other externalities needs greater push and momentum.   Sharing some key takeaways from the panel: 1. Business Finance teams have a role to play in driving accurate carbon footprint reporting 2. All stakeholders need to collaborate to embed the carbon reduction incentives in trading products 3. For the carbon reduction targets to be achieved, it needs to be financially driven 4. Sustainable finance is key in ensuring carbon reduction programmes are commercially viable   #carbonpricing #pricingexternalities

Introducing the MSCI Emerging Markets Sovereign Bond Index (MESBI), designed to monitor the performance of USD-denominated bonds issued by emerging market sovereign and quasi-sovereign entities. It adheres to a rules-based methodology, MESBI ensures unparalleled transparency and reliability in tracking market movements. This launch marks just the beginning. Stay tuned for forthcoming differentiated solutions encompassing various sustainability objectives, glidepath, tradable bond variations, a multitude of customizations and overlays. MSCI's longstanding expertise in Emerging Market investing spans decades, offering investors a comprehensive suite of EM index solutions across equities and bonds. Explore the possibilities for enhanced portfolio diversification and growth potential. https://lnkd.in/e54u9XHq #MSCI #EmergingMarkets #MESBI

Emerging market issuance of green, social, sustainability, and sustainability-linked bonds has seen major growth in 2023 and is expected to continue on this path in the coming years, driven in particular by global spending on the green energy transition. 🌿 Check out the new @Amundi-@IFC Emerging Market #GreenBond Report for more insights and analysis on the sustainable bond market: https://lnkd.in/gcSRarH7

Our Portfolio Manager Charles Jillings met with Jeff Prestridge to discuss UEM's performance, and our exposure to Brazil and the opportunities this presents. The This Is Money is linked here: https://lnkd.in/gVWcEF6r #investmenttrusts #utilities #infrastructure #emergingmarkets #globaltrade #socialinfrastructure #energytransition #digitalinfrastructure The Association of Investment Companies (AIC)

The latest Global Fixed Income Perspectives from Brandywine Global assesses risks and opportunities across each broad sector, including developed and emerging markets as well as investment grade, high yield, and structured credit: https://lnkd.in/gCT3s5ad.

The latest Global Fixed Income Perspectives from Brandywine Global assesses risks and opportunities across each broad sector, including developed and emerging markets as well as investment grade, high yield, and structured credit: https://lnkd.in/gCT3s5ad.

HANetf and EMQQ ETF’s Emerging Markets Internet ETF becomes Article 8. Hector McNeil. HANetf and EMQQ have upgraded their Emerging Markets Internet and Ecommerce UCITS ETF (EMQQ) to Article 8 under the EU's Sustainable Finance Disclosure Regulation (SFDR). Check out Sorin-Andrei Dojan's latest article👇 https://incm.pub/45CMHMf #investing #assetmanagement #wealthmanagement #finance

The latest Global Fixed Income Perspectives from Brandywine Global assesses risks and opportunities across each broad sector, including developed and emerging markets as well as investment grade, high yield, and structured credit: https://lnkd.in/dFp6SUXB.