Episode 28
Primary Market Activism with Ulf Erlandsson of the Anthropocene Fixed Income Institute
Free Money with Sloane and Ashby · Sloane Ortel
June 28, 202148m 5s
Audio is streamed directly from the publisher (chrt.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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.