46 episódios

We cover the topics that matter, from the global economy to market strategy.

Markets 360 BNP Paribas Global Markets

    • Negócios

We cover the topics that matter, from the global economy to market strategy.

    Greening the ECB bond portfolio

    Greening the ECB bond portfolio

    Trevor Allen, Head of Sustainability Research  

    Paola Lamedica, Head of Credit ESG and Derivatives Strategy

    Sumati Semavoine-Jain, Sustainability Research Analyst 




    Trevor, Paola and Sumati respond to Isabel Schnabel’s recent speech on greening the ECB bond portfolio. 
    The ECB's tilt towards Green and sustainable bonds will remain strong. 
    Within the most polluting sectors, they expect the highest emitters to come under increased scrutiny by the ECB, as they wish to incentivise corporates to aim for the best-in-class in their sector. 
    In the public sector space, they think the ECB to buy a larger share of sustainable bonds issued by supranationals and tilt sovereign and agency purchases towards Green bonds. 


    BNP Paribas London Branch | Global Markets (Recorded 26 January 2023)    





    For more information, please refer to : https://bnpp.lk/EyODgb 




     For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf   

    • 11 min
    Biodiversity: From theory to practice

    Biodiversity: From theory to practice

    Trevor Allen, Head of Sustainability Research  

    Sumati Semavoine-Jain,Sustainability Research Analyst 





    While 2022 was about uniting and goal-setting in biodiversity, upcoming years will be about follow-through and execution. We present our views on how COP15, the biennial UN Biodiversity Conference, will translate into policy and market-driven changes in the near future, and steps required for significant progress. 





    BNP Paribas London Branch | Global Markets (Recorded 17 January 2023)    





    For more information, please refer to https://markets360.bnpparibas.com 




     For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf   

    • 9 min
    ESG bond market in 2023

    ESG bond market in 2023

    Trevor Allen, Head of Sustainability Research  

    Sumati Semavoine-Jain, Sustainability Research Analyst 




    In 2023, we expect global green bond supply to recover and potentially exceed 2021 volumes as transition remains a priority, and as investors return to bond markets. The 2023 increase will mostly come from Europe and Asia we think. ESG investing is becoming more thematic. For green bonds, this means investors will look for more diversity in the use of proceeds, and apply more scrutiny on the issuer’s transition strategy. 





    BNP Paribas London Branch | Global Markets (Recorded 11 January 2023)    





    For more information, please refer to https://markets360.bnpparibas.com 




     For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf   

    • 10 min
    COP15: A moment to re-tune

    COP15: A moment to re-tune

    Trevor Allen, Head of Sustainability Research  

    Sumati Semavoine-Jain, Sustainability Research Analyst 





    As we concluded in Biodiversity: The price and value of natural capital, progress in measuring and correcting externalities is under way. The COP15 dedicated summit on biodiversity is finally taking place this month and will set the bar for the coming decade.

    We present a biodiversity basket in the fixed income space that gathers our high conviction issuers, committed to reversing biodiversity loss. In our view, credit portfolios would welcome such exposure, which would contribute to diversifying away from financials and utilities. We expect investor demand for biodiversity-related corporates to increase as the theme gains political traction.




    BNP Paribas London Branch | Global Markets (Recorded 7 December 2022)    




    For more information, please refer to https://markets360.bnpparibas.com 



     



    For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf  
     

    • 13 min
    COP27 – did it deliver?

    COP27 – did it deliver?

    Trevor Allen, Head of Sustainability Research  

    Megan Dale, Sustainability Research Analyst 




    Trevor and Megan discuss the key topics at COP27, and how they see this shaping sustainable finance markets. They analyse what was in line with expectations, what was not, and what to expect going forward. 




    For more information, please refer to https://markets360.bnpparibas.com  




    For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf   

    • 8 min
    What to expect for COP27

    What to expect for COP27

    Trevor Allen, Head of Sustainability Research  

    Megan Dale, Sustainability Research Analyst 



    Trevor and Megan discuss the key topics at COP27, which will take place over the next fortnight. In particular, they highlight: which emitters will make more ambitious climate targets (or not), why the adaptation will be a focal point, and which different initiatives may help to fund these goals. 



    For more information, please refer to https://markets360.bnpparibas.com  




    For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf   

    • 7 min

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