5th December 2023 ESG bond issuance has slowed from a record $4tn in 2021 and is on pace for more like $3tn this year, while the price premium over ordinary debt has shrunk, according to research house Capital Economics. View article
China’s bond market is screaming deflation As Capital Economics’ James Reilly noted earlier this week, with FT Alphaville’s emphasis in bold below: "One factor has been growing expectations among investors for policy rate cuts, given that the... 13th January 2025 · Financial Times
Forget Valuations. Will This Market Keep Going Up? This time, Fed rate cuts aren’t “a necessary condition for the stock market bubble to inflate further,” says Reilly. “After all, most measures of equity risk premia have scope to fall as hype around... 7th March 2024 · Bloomberg
The real impact of the ESG backlash ESG bond issuance has slowed from a record $4tn in 2021 and is on pace for more like $3tn this year, while the price premium over ordinary debt has shrunk, according to research house Capital... 5th December 2023 · Financial Times
