Tag Archives: fixed income
AI Anxiety or Opportunity?
U.S. equity markets have been volatile recently, driven by a sharp sell-off in tech stocks, followed by a rebound, as investors struggle to assess the sustainability of the AI trade, with the S&P 500® up 1% month-to-date.1 Anthropic’s public IPO filing makes the question especially timely: is the market’s long-standing reliance on AI-related optimism a…
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S&P DJI’s Global Islamic Benchmarks Outperformed Conventional Peers in Q3 2026
Global equities posted modest gains in the third quarter of 2026, supported by resilient corporate earnings despite persistent geopolitical uncertainty and growing concerns over the sustainability of the AI-driven market rally. Conventional benchmarks advanced across global, U.S. and developed markets, while emerging markets also ended the quarter higher. MENA equities declined amid ongoing geopolitical tensions…
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The Evolution of the S&P USD Select Leveraged Loan Index
Indices are constructed from components brought together by methodology and the market. Unlike stocks in an equity index, the constituents in the S&P USD Select Leveraged Loan Index are retired or reweighed as new loans are issued and existing loans are paid down. As a result, loan vintages from different years are mixed within the…
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Measuring USD Leveraged Loans for the Brazilian Market
The author would like to thank Sofia Lozada for her contributions to this blog. Introduction: The Challenge Brazilian institutional investors are increasingly looking beyond domestic markets in search of income. With local yields subject to monetary policy cycles and a concentrated domestic credit universe, global fixed income could offer diversification. Instruments with different risk drivers,…
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How and Why Institutions Are Evolving Their ETF Usage
What’s driving the continued growth of ETF adoption among institutional investors? Explore the expanded range of ETF applications across portfolio types and objectives. For a deeper dive into the trends and insights highlighted in this video, read the full research report, ETFs in Institutional Portfolios: The New Normal.
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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…
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The Rebalance | The Future of Indexing On-Chain with Kaiko
The Rebalance is a video podcast series hosted by S&P DJI CEO Cathy Clay, exploring the trends, ideas and innovations shaping the future of capital markets. In this installment, Cathy sits down with Kaiko CEO Ambre Soubiran to discuss S&P DJI’s collaboration with Kaiko to tokenize the iBoxx USD Treasuries Index and bring a major…
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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…
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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…
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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…
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