Taking the Pulse: What Private Wealth Managers Are Saying in ARC’s Market Sentiment Survey (Q2 2026)
Private wealth managers occupy an important position between public markets and end-investor portfolios. Their views can offer useful context on how market narratives are translating into allocation preferences, risk appetite and implementation choices. ARC Research,1 now part of S&P Dow Jones Indices, tracks these views through its quarterly Market Sentiment Survey. In its 63rd edition,…
Exploring the Rise of ETF Usage in Insurance General Accounts
What’s driving growth in ETF usage among insurers to all–time highs? S&P DJI’s Anu Ganti and Nick Didio share key takeaways across asset class, company size and geography from their latest research, “ETFs in Insurance General Accounts – 2026.”
S&P DJI’s Global Islamic Benchmarks Outperformed Conventional Peers in H1 2026
Global equities showed solid gains in the first half of 2026, supported by strong earnings in semiconductor-related industries. Conventional benchmarks rose across regions, with both global and developed markets posting double-digit gains, while emerging markets advanced at a slower pace, partly reflecting U.S. dollar strength. MENA equities continued to lag, weighed down by geopolitical tensions…
Mexico Rating Actions: Market Impact through the Lens of Bond Indices
Mexico’s recent rating actions have brought renewed attention to the country’s sovereign credit profile. Moody’s downgraded Mexico in May 2026, while S&P Global Ratings revised its outlook to negative. For fixed income investors, the key question is not only what changed from a ratings perspective, but also how those events translated into market performance. Bond…
A New Normal for Institutional ETF Usage
North American institutional asset owners have been using exchange-traded funds (ETFs) for more than a decade, but the way they use them has evolved. What began as a set of short-term tactical applications—manager transitions, portfolio completion and liquidity management—has expanded into long-term strategic uses. Sizable assets are now being deployed and held in ETFs for…
- Categories Equities, Fixed Income
- Tags asset owners, ETF usage, institutional investor, passive investing
- Categories
- Equities, Fixed Income
Balancing Sustainability and Benchmark Reality in Corporate Bonds
With flows into sustainable funds turning positive in early 20261—led by Europe—a key challenge may now be incorporating sustainability considerations without materially altering fixed income risk. In sustainable fixed income index construction, screening is often used to improve the sustainability profile of an index, but it also tends to change the risk profile of the…
Navigating Fixed Income in a Changing Market: S&P/ASX iBoxx Australian & State Governments 0+ Index
How is innovative index construction supporting investment decisions in a shifting interest rate environment? S&P DJI’s Jessica Tan sits down with industry experts to share insights on how market participants can better navigate uncertainty and uncover new opportunities in fixed income through index-based strategies.
SPIVA Special Report: Heroes in Haystacks
Can Hero Funds save portfolios? S&P DJI’s Joe Nelesen takes a closer look at our special SPIVA report examining the performance of multi-asset portfolios of funds versus weighted blends of indices.
The Evolution of Fixed Income Indexing: A Look over 25 Years
Over the past 25 years, the iBoxx EUR indices have evolved alongside the market they were built to measure (see Exhibit 1). The journey began in 2000 with the launch of the iBoxx EUR Sovereigns, at a time when the eurozone bond market was still taking shape and investors were looking for transparent benchmarks. As…
Leveraged Loan Market Snapshot
Amid growing uncertainty, small market shifts can have large impacts on companies with lower credit ratings like those found in the S&P USD Select Leveraged Loan Index. This index measures the performance of a liquid and diversified universe of USD‑denominated leveraged loans by tracking all fully funded term loans with a minimum facility size of…
