Measuring Munis: Using Indices to Assess Yield Opportunities
How are muni indices helping market participants navigate the yield curve in the current climate? S&P DJI’s Jennifer Schnabl and Vanguard’s David Sharp take a closer look at the S&P Intermediate Term National AMT-Free Municipal Bond Index and S&P California AMT-Free Municipal Bond Index.
Turtle Returns: The Hare and the Tortoise
The tale of a footrace between a determined tortoise and a swift but ultimately complacent hare has been with us for a long time. The earliest known version is two and a half thousand years old; it begins with the hare mocking the tortoise’s slow feet, which leads to a challenge and a contest, and…
Navigating Private Credit Liquidity Challenges with Indices
What’s driving insurance companies’ increased allocation to private credit? S&P Global Market Intelligence’s Lynn Bachstetter joins S&P DJI’s Frans Scheepers and State Street Global Advisors’ Bill Ahmuty to explore how indices like the iBoxx Liquid Leveraged Loan Index are helping insurers identify and navigate liquidity challenges in private credit markets.
Bond Beginnings and Beyond
American political consultant James Carville once commented that he’d like to be resurrected as the bond market because, “you can intimidate everyone.” As of July 2023, the global bond market comprises about USD 135 trillion of securities, of which rated corporate debt represents USD 23 trillion.1 U.S. corporate debt makes up roughly half of the…
S&P DJI’s Global Islamic Equity Benchmarks Surged Nearly 12% in the Final Quarter, Outperforming Conventional Benchmarks in 2023
Global equities witnessed a strong Q4 2023 as slowing inflation and the potential for lower interest rates improved market sentiment drastically. The S&P Global BMI rallied 11.4% for the quarter, finishing the year with an impressive 21.9% return. Middle East and North Africa (MENA) equities rose 6.4% in Q4, as measured by the S&P Pan…
Surveying the Latest SPIVA India Scorecard Results
Were active and fixed income fund managers able to keep up with their benchmarks in the latest SPIVA India Scorecard? Dive into the latest results with S&P DJI’s Bhavna Sadarangani and Benedek Vörös.
- Categories Equities, Fixed Income
- Tags Active vs. Passive, Benedek Voros, Bhavna Sadarangani, IIS, indexing, indexing India, India, Indian Composite Bond Funds, Indian ELSS Funds, Indian Government Bond Funds, institutional investor, S&P BSE 100, S&P BSE 200, s&p indices versus active, SPIVA, SPIVA India Mid-Year 2023
- Categories
- Equities, Fixed Income
Happy Days for How Long?
With less than a month left to go to close out the year, it’s a good time to reflect on the highs and lows that market participants have experienced. While the year began with a rocky start due to the Silicon Valley Bank collapse, the market continued to power forward, stumbling in Q3 as 10-year…
What Do Insurance Companies Need to Know About SPIVA?
How and when are insurers implementing index-based strategies as they seek liquidity, diversification, and risk mitigation? S&P DJI’s Raghu Ramachandran and Anu Ganti join BlackRock’s Andrew Masalin to discuss what’s driving passive outperformance and the use of ETFs by insurers through the lens of SPIVA.
Finding Fee Savings in Fixed Income
One of the benefits of indexing is its low cost relative to active management. As indexing has grown, investors have benefited substantially by saving on fees and avoiding active underperformance. These benefits are not limited just to equities but have also extended to other asset classes including the fixed income space, where fees can play…
Measuring Fixed Income Opportunities in Asia with Indices
How are indices helping investors track the continued development of Asian Bond markets? S&P DJI’s Randolf Tantzscher and SSGA’s Kheng Siang Ng discuss how indexing is helping market participants track the evolving fixed income opportunity set across currencies in Asia.
