Social bonds are the sustainable finance asset class that never quite escaped the shadow of their greener sibling — and in 2026, that perception gap between their actual importance and their market recognition has never been wider. Moody’s forecasts $115 billion of social bond issuance in 2026 — a significant market by any measure, financing … Read more
Wildfire risk repriced utility bonds faster than almost any other physical climate risk in 2025 — and the lessons are directly applicable to fixed income investors analyzing utility credit in 2026. When the Palisades and Eaton Fires tore through Los Angeles in January 2025, they did not just cause human tragedy on a devastating scale. … Read more
Corporate green bonds versus traditional debt is one of the most common questions in sustainable fixed income — and in 2026, the data offers a more nuanced answer than either the advocates or the skeptics typically acknowledge. The short version: you probably don’t have to sacrifice return, but the reasons why are more complicated than … Read more
Green bond yields in 2026 are holding up better than many investors expected — and understanding why tells you a lot about where this market is heading. The era of breakneck issuance growth is over. What’s replaced it may actually be better for yield-seeking investors. S&P Global Ratings projects global sustainable bond issuance will stabilize … Read more