Why Eurozone Green Bonds Are Outperforming in 2026

In this episode, Lucas and Luna dive into the surprising surge of euro-denominated green bonds, which have returned 7.2% year-to-date, outpacing conventional sovereign debt by 180 basis points. They explore how the ECB's recent rate hike is paradoxically boosting demand for ESG-labeled debt, and why corporate issuers from utilities to automakers are flocking to the market. Using real data from the latest auction of French OAT green bonds and a spike in issuance from German industrials, the hosts unpack the structural shift: tighter EU disclosure rules and a wave of institutional mandates are creating a self-reinforcing cycle. Lucas challenges the notion that green bonds are just a marketing tool, pointing to hard performance metrics, while Luna questions whether the 'greenium' can survive a recession. Expect concrete numbers, issuer names, and a clear-eyed look at what this means for eurozone capital markets. #GreenBonds #Eurozone #ECB #ESG #SovereignDebt #CorporateBonds #ClimateFinance #EuropeanEconomy #SustainableInvesting #BondMarket #Economics #FexingoBusiness #BusinessPodcast #EurozoneEconomy #GreenFinance #RateHike #Inflation #YieldCurve Keep every episode free: buymeacoffee.com/fexingo