Tag Archives: fixed income
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.
- Categories Fixed Income
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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…
- Categories Fixed Income
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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…
- Categories Equities, Fixed Income, S&P 500 & DJIA
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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.
- Categories Fixed Income
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Tracking the Evolving Yield Landscape with Indices
How have shifts in U.S. interest rates influenced the fixed income opportunity set in Asia? S&P DJI’s Randolf Tantzscher joins SSgA’s Kheng Siang Ng for a closer look at how indices are helping investors track the development of global fixed income markets and assess potential shifts in the search for yield.
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Seeking Shelter in Short-Term Municipals
As has been the case for most of 2023, markets continue to grapple with the notion of whether the Fed will maintain its plan of “higher for longer.” Last week’s release of strong economic data (improved GDP expectations and strong unemployment) exacerbated selling in longer-dated treasuries, sending yields higher. As a result, U.S. Treasury bonds…
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The Challenge Continues: Results from the SPIVA Latin America Mid-Year 2023 Scorecard
In the history of SPIVA (S&P Indices Versus Active) Scorecards, most active managers have tended to underperform benchmarks most of the time, especially over longer periods. The SPIVA Latin America Mid-Year 2023 Scorecard revealed that active managers produced mixed performance during the first half of 2023. During H1 2023, more than one-half of active managers…
- Categories Equities, Fixed Income
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Analyzing Active in Australia: Lessons from the SPIVA Australia Mid-Year 2023 Scorecard
Since 2013, our SPIVA® Australia Scorecards have shown that the majority of actively managed Australian equity funds have typically underperformed the S&P/ASX 200. According to the recently published SPIVA Australia Mid-Year 2023 Scorecard, 55% of Australian Equity General fund managers lagged the S&P/ASX 200 in the first half of 2023. Results for some fund categories…
- Categories Equities, Fixed Income
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- Equities, Fixed Income
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iBoxx Sovereign Debt Indexing with ESG Scores and Green Bonds
The iBoxx Sovereign Debt Indices span developed and emerging markets, including the iBoxx Global Government Index (GGI), iBoxx Eurozone, iBoxx USD Emerging Markets Sovereigns and iBoxx Global Emerging Market Index (GMEX) series. Interest in government debt has increased since last year, following the “run-to-quality” amid the 2022 markets’ rout and the shift to a higher…
- Categories ESG, Fixed Income
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ESG, ESG scores, green bonds, iBoxx EUR Eurozone Sovereigns Green Bonds Capped Index, iBoxx EUR Sovereigns ESG Tilted Index, iBoxx Eurozone, iBoxx Global Emerging Market Index, iBoxx Global Government Index, iBoxx MSCI ESG USD EM Sovereigns Quality Weighted Index, iBoxx USD Emerging Markets Sovereigns, Markit iBoxx USD Emerging Markets Sovereigns Index, sovereigns, sustainability
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- ESG, Fixed Income
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- ESG, ESG scores, green bonds, iBoxx EUR Eurozone Sovereigns Green Bonds Capped Index, iBoxx EUR Sovereigns ESG Tilted Index, iBoxx Eurozone, iBoxx Global Emerging Market Index, iBoxx Global Government Index, iBoxx MSCI ESG USD EM Sovereigns Quality Weighted Index, iBoxx USD Emerging Markets Sovereigns, Markit iBoxx USD Emerging Markets Sovereigns Index, sovereigns, sustainability
Cutting Carbon without Changing Course: Net Zero Fixed Income Indices
S&P DJI recently expanded its range of S&P PACT™ Indices (S&P Paris-Aligned & Climate Transition Indices) to go beyond equity to now cover fixed income. Within these indices, the differences between the two asset classes in terms of the balance between cost (tracking error) and reward (sustainability profile) are material and highly thought-provoking. As shown…
- Categories ESG, Fixed Income
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