Macro Strategy Views: ESG credit risk at your doorstep – our framework and sector implications

In today’s podcast, we outline our framework for assessing environmental, social and governance (ESG) credit risk in corporate bonds in light of the EU taxonomy. We discuss physical and transition risks in the pulp and paper, shipping and real estate sectors. We discuss the winner’s curse in shipping and how long-term physical risks in pulp and paper and real estate may turn into short-term risks. Global Head of FI&C Research Thomas Harr chairs today’s podcast and he is joined by Head of Credit Research in Sweden Louis Landeman, Senior Norwegian Credit Analyst Bendik Engebretsen and Senior Swedish Credit Analyst David Andrén

Om Podcasten

In our podcast, Macro Strategy Views, we focus on topical macro and market themes targeting investors and trading corporates. Host Thomas Harr will discuss weekly market views, and deep dive into a selected theme together with his co-host of the week.