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Free Money with Sloane and Ashby - Sloane Ortel EPISODE 28, 28th June 2021
Fixed Income in the Anthropocene (Feat. Ulf Erlandsson)
00:00:00 00:48:04

Fixed Income in the Anthropocene (Feat. Ulf Erlandsson)

A portfolio manager turned activist, Ulf takes us inside some recent fixed income transactions that imply some banks (and some pensions) are taking their commitments to ESG less than seriously. He then disaggregates the "yield pickup" that buyers of fossil fuel debt have been feasting on, explains how his activist ESG strategy benefits from fixed income trading's nature as a primary market, and talks about how pensions can profit from sustainable fixed income strategies.