Tag Archives: fixed income
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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Understanding the iBoxx Tadawul SAR Indices
How are indices bringing greater transparency to Saudi Arabia’s sukuk and fixed income markets? S&P DJI’s Jessica Tan joins GCMA’s Michael Grifferty for a closer look at the trends driving the evolution of these markets and how index-based tools are helping market participants evaluate the region’s opportunity set.
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Exploring an Index-Based Path to Leveraged Loans
What’s the role of indices in the fast-growing leveraged loans market? S&P DJI’s Frans Scheepers and State Street Investment Management’s Marcel Benjamin explore how indexing works for leveraged loans and take a closer look at the S&P USD Select Leveraged Loan Index.
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Index-Based Investing in Islamic Finance: 2025 Review
The Islamic asset management industry has been experiencing growth in index-based investing, and these trends have accelerated in 2025. As of October 2025, assets under management (AUM) in exchange-traded funds (ETFs) linked to Islamic indices reached USD 7.3 billion, a 44% YTD increase (see Exhibit 1)—outpacing the 30% growth observed in the global ETF market.1…
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The S&P USD Select Leveraged Loan Index: A Comprehensive Approach to the Leveraged Loan Market
The S&P USD Select Leveraged Loan Index is a new entrant in the leveraged loan landscape, developed to fill a critical gap in existing liquid leveraged loan index offerings that typically focus on the largest loans by market capitalization. This innovative index encompasses all USD-denominated fully funded term loans with a minimum facility size of…
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SPIVA South Africa: Key Insights and Trends
How can the latest SPIVA Scorecard help inform investors in South Africa? S&P DJI’s Tim Edwards dives into the latest SPIVA results and the trends driving South Africa’s evolving active vs. passive landscape with Asset TV’s Mosidi Modise.
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Fixed Income Funds and Their Fortunes
Global fixed income markets have been buffeted by tariff-related tensions and inflation concerns coupled with monetary policy uncertainty, with many central banks cutting rates, Japan in tightening mode and the U.S. Fed ending its quantitative tightening program. Focusing on the U.S. and Europe, sovereign yield curves in both regions have steepened since late 2024, with…
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Understanding and Tracking Leveraged Loans
How are benchmarks like the S&P UBS Leveraged Loan Index and S&P UBS Western European Leveraged Loan Index helping bring transparency to one of the largest fixed income markets? Take a fundamental look at leveraged loans with Marco Pouw, S&P DJI’s Director of Fixed Income Indices.
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Diversification across Durations
The S&P 500® surged to a third all-time closing high on Oct. 28, 2025, up 18% YTD. But the ride for U.S. equity investors has not always been a smooth one, with the index recouping sharp losses from earlier in the month on renewed tariff-related concerns and regional bank losses, coupled with AI bubble1 jitters…
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