The aviation industry is under the sustainability microscope with recent estimates finding that it contributes to 6% of total global warming. This episode of Fixed on ESG explores the role of Sustainable Aviation Fuel (SAF) in mitigating aviation's environmental impact, the contrasting policy approaches in the U.S. and EU, and discusses the potential implications of SAF on airline credit profiles and decarbonisation strategies.

This episode is hosted by PGIM Fixed Income's Taylor Chatlos, ESG Specialist, and features Jack Fitzsimmons, CFA, U.S. Leveraged Finance Credit Analyst, and Sean Goodier, CFA, European Investment Grade Credit Research Analyst.

Recorded on June 18, 2024.

Tackling the intricacies of ESG investing in a warming world is a top challenge for today's investors. In the second half of this two-part series, we explore the practical application of temperature alignment in investment strategies, detail the limitations of third-party ESG data, and introduce PGIM Fixed Income’s proprietary Temperature Alignment Tool, which offers a nuanced assessment of a company's climate impact.

This episode features PGIM Fixed Income’s Ruth Klavert, Client Manager, and James Malone, CFA, ESG Specialist.

Recorded on June 3, 2024.

In the face of escalating climate challenges, temperature alignment is taking center stage and helping to reshape climate-conscious investment strategies. In the first of a two-part series, we delve deeper into this innovative tool and its role in the low carbon transition, understanding the shift from excluding to backing certain issuers critical to the low carbon transition, the reason for sector-specific decarbonization rates, and more.

This episode features PGIM Fixed Income’s Ruth Klavert, Client Manager, and James Malone, CFA, ESG Specialist.

Recorded on April 26, 2024.