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Brown bonds in a green world: Are investors punishing high-carbon issuers with illiquidity?
Journal article   Open access   Peer reviewed

Brown bonds in a green world: Are investors punishing high-carbon issuers with illiquidity?

A Schöffel, Florian Kiesel, M Geissdoerfer, L Müller and D Schiereck
Journal of Empirical Finance, Vol.87, 101691
87
2026
Handle:
https://hdl.handle.net/10863/50947

Abstract

Economic Sustainability Carbon emissions Carbon intensity Corporate bonds Liquidity Climate Change
We investigate whether corporate bond liquidity is negatively impacted by issuers' carbon intensity, particularly given a rising share of sustainably investing bond funds. Using several established illiquidity measures, we analyze the long-term impact of carbon performance on bond illiquidity. We do not find conclusive evidence that carbon intensity leads to bond illiquidity; however, we find evidence that bonds from high-carbon issuers exhibited heightened illiquidity around the Paris Agreement. A higher share of funds holding low-carbon portfolios does not seem to be associated with improved liquidity in low-carbon bonds. Despite the growing market share of sustainability-oriented funds, continued investment in brown bonds suggests that carbon-intense sectors remain economically attractive to investors.
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url
https://www.sciencedirect.com/science/article/pii/S092753982600006XView
url
https://doi.org/10.1016/j.jempfin.2026.101691View

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