Market commentary

Green hydrogen may be a long way off, but could be the wild card in decarbonization.

The duration-sensitive Barclays Agg was negative in August as long-term interest rates rose slightly.

Declining long-term rates have begun to shift the technical picture in credit markets, which bear monitoring going forward.

Capital discipline today could set up energy producers for solid cash flow in the future.

The duration-sensitive Barclays Agg posted its third positive return of the year in June as long-term interest rates declined slightly.

Strong performance has led to inflows into energy funds, both for traditional energy and renewables.