SUSB News and Press, iShares ESG 1-5 Year USD Corporate Bond ETF From 11/09/22

Summary Avenues of investing aligned with megatrends are inherently predicated on visions of the future. But what makes thematic investing a lot more palatable than prophesizing, is that certain megatrends are already in motion. Thematic investors, therefore, need only observe...

Summary Social Bonds represent the majority of ESG issuance. General purpose represents the largest use of proceeds amongst ESG issuance this quarter. Majority of ESG issuance in the third quarter of 2022 has used a verifier. During the third quarter, Municipal issua...

Summary The pain in bond-land is palpable. The IGSB ETF is now more oversold than either the 2008 or 2020 lows. The 10-year Treasury yield closed at 4.12% today, despite Powell’s rhetoric from last night. In this post from Tuesday night, the relative attra...

Summary Investors who opt for a sustainable approach are aligning themselves with some of the world’s most powerful growth trends. Multi-asset portfolios have access to additional levers to balance portfolio risks and reduce volatility - especially in a sustainable universe...

Summary This year’s sharp rise in treasury yields creates an attractive opportunity in short-term bonds heading into 2023 as the Fed slows the pace of rate hikes. We favor transitioning from floating-rate notes to fixed-rate notes going into 2023 now that interest rates hav...

Summary Year-to-date, allocations to floating rate notes have resulted in a more than 20% performance differential compared to U.S. 10-Year notes. Rising rates explain why owning the same securities as the Agg but reducing the maturity profile (1–5 years) led to losses that...

Summary Rising bond yields this year have seen many market analysts reach for a famous fixed income quote. Fixed income markets are facing one risk that they cannot face down. Fixed income markets are not only unable to face down or ignore SI issues, but they are also assimila...

Summary The impact of market volatility on the ESG sector. How energy insecurity is affecting the outlook for ESG? Should ESG funds should still be part of your portfolio? Interest in ESG funds has been growing for some time. But will that momentum continue a...

Summary The Economist recently highlighted numerous issues with the present state of ESG investing and how it is falling short of its intended goals. Investors face challenges understanding the nuances of ESG strategies and what the strategies they invest in are accomplishing. ...

Summary The environmental factors (E) in ESG are dominated by measures of carbon emissions, energy and net zero, but less attention is paid to the use of materials and waste. This, in turn, is reflected in the relatively poor quality of data and associated metrics on waste and rec...