ESG Impact
Market participants are focusing more on the potential for environmental, social and governance (ESG) issues to affect investment decisions and to assist in the development of a more sustainable economy.
  • SUMMARY
  • REPORTS

  • SECTOR COMMENT
    20 Nov 2019|Moody's Investors Service
    California's wildfire fund is large enough to cover potential claims from the state's three investor-owned utilities. The amount that a utility ultimately seeks from the wildfire fund will be much lower than its gross claims because the claims are typically settled at a much lower value.

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    PODCAST
    20 Nov 2019|Moody's Investors Service
    Martin Petch and Natasha Brereton-Fukui from the Sovereign team discuss how the credit implications of a structural current account deficit will depend on both its size and how it is financed over the next decade. However, on balance, China’s government is well positioned to deal with the challenges it faces ahead.​
    ISSUER IN_DEPTH
    20 Nov 2019|Moody's Investors Service
    A shift into deficit – as China’s rapidly ageing population and other social trends drive savings lower – could weigh on the sovereign's credit profile if it happened faster and to a greater degree than we currently expect.

    SECTOR IN-DEPTH
    19 Nov 2019|Moody's Investors Service
    In this report, we detail key findings from our recent “Spotlight on Credit as ESG Accelerates” event, including results of a number of polls and some of the views our analysts presented.
    SECTOR IN-DEPTH
    19 Nov 2019|Moody's Investors Service
    The European Union’s 2050 long-term strategy, published by the European Commission at the end of 2018, outlines the pathway to a low-carbon economy. We estimate that it will require $500 billion in capital investment to deliver the increased wind and solar capacity indicated in the EU long-term strategy to 2030.

    SECTOR IN-DEPTH
    18 Nov 2019|Moody's Investors Service
    Globally, offshore wind has greater construction and operating risk compared with onshore peers. US offshore wind projects face additional difficulties compared to their European counterparts. A fully wrapped construction contract with a creditworthy and experienced contractor can help mitigate construction risk.

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    PODCAST
    13 Nov 2019|Moody's Investors Service
    Vincent Allilaire and Antonio Tena from the Credit Strategy & Standards and Structured Finance teams discuss the dynamics of an ageing population in the UK and the fiscal/economic challenges it creates in the long run.​​​​
    SECTOR IN-DEPTH
    13 Nov 2019|Moody's Investors Service
    The UK's population will continue ageing in coming decades, creating fiscal challenges for government and private sector revenue opportunities. Even though age growth is slower in the UK than for EU peers, the UK's healthcare burdens and adult social care spending will quickly rise.

    SECTOR IN-DEPTH
    08 Nov 2019|Moody's Investors Service
    Installed capacity of wind and solar power will continue to be the key growth engines for the country’s power sector but there will be a divergence between the two forms of renewable energy.