Thematic investing – A sustainable framework for fixed income

In this Thematic Investing video, three of our experts discuss our approach to sustainability-related investing in fixed income markets.   

Alex Bernardt, Global Head of Sustainability Research, notes thematic bond funds can invest in solutions that either facilitate the energy transition, help restore and sustainably manage our ecosystems, or address issues around basic services. He highlights our proprietary sustainability research and our frameworks to assess green, social and sustainable bonds.

Arnaud-Guilhem Lamy, Head of Euro Aggregate Bond Strategies, dives into ‘use-of-proceeds bonds’ that help finance projects with positive environmental outcomes such as clean transportation, ‘greening’ buildings and efficient wastewater management. He stresses the importance of analysing the issuer and the project carefully to prevent greenwashing.

Jean-Charles Sambor, Head of Emerging Market Fixed Income, turns the focus to the ‘sustainable cities in Asia’ theme, the effects of urbanisation and the contribution that investing in bonds targeting issues around basic infrastructure, urban mobility and social housing can make. “From a total return perspective, the potential is really great,” he argues.

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