Fixed Income

Large US public sector pension funds are increasing their investment allocations to private credit, according to a report from global rating agency KBRA.

With investors incorporating ESG (Environmental, Social, and Governance) principles into their investment strategies, and many organizations looking to finance or refinance sustainability focused projects, sustainable bond volumes have grown – more than tripling since 2019.

Their size and diversified nature can foster long‑term change.

Inflation concerns are highest in decades.

The SSAG model provides a sector allocation framework.

Building back greener, fairer, and more sustainable is not just the goal of governments and companies—central banks have also begun to incorporate issues such as employment equality and climate change into their policies. What we should expect from these developments, and their implications for bond markets and monetary policy, were the key discussion points during our latest investment policy meetings.