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Jasper Cox-Watson

@jaspercox.bsky.social
85 followers 344 following 9 posts

Politics, economics, finance, sustainability. Views my own.

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Jasper Cox-Watson @jaspercox.bsky.social · 17/11/2023
“fiscal crises in bond markets tend to be driven less by the inevitability of compounding interest payments and more by sudden collapses in credibility, currency runs and imported inflation.” >> worth considering when we hear panic about government deficits/debt
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Jasper Cox-Watson @jaspercox.bsky.social · 10/11/2023
📕 This report is designed to offer a practical and up-to-date guide on these topics…. read more here! www.unpri.org/sovereign-de...
unpri.org
Considering climate change in sovereign debt
Investors increasingly consider climate change in sovereign debt assessment - both risks and opportunities for positive impact. This paper helps investors understand the many links between sovereign d...
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Jasper Cox-Watson @jaspercox.bsky.social · 10/11/2023
🏷️ Green, sustainability and sustainability-linked bonds can help lenders contribute more directly to climate-related outcomes. It would help investors if sovereigns link all bonds to a coherent climate strategy; for labelled bonds, ambitious and relevant objectives would help
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Jasper Cox-Watson @jaspercox.bsky.social · 10/11/2023
💵 Climate change and the response to it has broad and deep relevance to economies – and this is inevitably material for sovereign debt investments, even if quantifying the exact impact on yields or returns is difficult www.unpri.org/sovereign-de...
unpri.org
Considering climate change in sovereign debt
Investors increasingly consider climate change in sovereign debt assessment - both risks and opportunities for positive impact. This paper helps investors understand the many links between sovereign d...
000
Jasper Cox-Watson @jaspercox.bsky.social · 10/11/2023
🤔 But investors still struggle to work out how climate risk is relevant for government bonds (often considered very safe investments) and how this asset class can work towards climate outcomes www.unpri.org/sovereign-de...
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Jasper Cox-Watson @jaspercox.bsky.social · 10/11/2023
⛈️ Extreme weather events, regulations, and investors’ own net zero commitments have sharpened minds: government bonds are are no longer “out of scope” when it comes to climate www.unpri.org/sovereign-de...
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Jasper Cox-Watson @jaspercox.bsky.social · 10/11/2023
NEW REPORT ON CLIMATE CHANGE AND GOVERNMENT BONDS 🔎 Investors are now seeking to incorporate climate considerations systematically in sovereign debt analysis and even engagement www.unpri.org/sovereign-de...
unpri.org
Considering climate change in sovereign debt
Investors increasingly consider climate change in sovereign debt assessment - both risks and opportunities for positive impact. This paper helps investors understand the many links between sovereign d...
110
Jasper Cox-Watson @jaspercox.bsky.social · 03/11/2023
Great to be in beautiful Kilkenny for @kilkenomics.bsky.social ! Tackling the big topics with a healthy dollop of humour
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Jasper Cox-Watson @jaspercox.bsky.social · 03/11/2023
House building may be a popular policy for opposition parties… but in the UK context not clear 1) that housing supply is the big block to affordable housing and 2) that if it were, you can make houses cheaper without annoying existing homeowners on.ft.com/3silwHv
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