Tag Archives: fixed income
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…
- Categories Equities, Fixed Income, Thematics
- Other Tags
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…
- Categories Thematics
- Other Tags
- Categories
- Thematics
- Other Tags
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…
- Categories Fixed Income, Sustainability
- Other Tags
- Categories
- Fixed Income, Sustainability
- Other Tags
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…
- Categories Fixed Income
- Other Tags
- Categories
- Fixed Income
- Other Tags
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…
- Categories Fixed Income
- Other Tags
- Categories
- Fixed Income
- Other Tags
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.
- Categories Fixed Income
- Other Tags
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.
- Categories Fixed Income
- Other Tags
- Categories
- Fixed Income
- Other Tags
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…
- Categories Equities, Fixed Income, Thematics
- Other Tags
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…
- Categories Fixed Income
- Other Tags
- Categories
- Fixed Income
- Other Tags
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.
- Categories Equities, Fixed Income
- Other Tags