State Street's Lacaille on Green Bonds

The video discusses the growth of ESG in fixed income investing, focusing on green bonds. It explores the increasing demand for green bonds, driven by a desire for sustainable returns and the need to finance climate transition projects. The video highlights the challenges of supply not meeting demand and the role of State Street in evaluating ESG factors through the R Factor. It also covers the broader market outlook, including global economic risks like trade wars and Brexit, and the potential for volatility in equities and bonds.

In what ways does the R Factor concept help in evaluating investments?

What is the current state of the global economy and how does it relate to green bonds?

How do geopolitical factors, such as Brexit, impact investor sentiment towards green bonds?