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Apr 28 2017

Sector Showdown

Apr 28 2017

The Energy Effect

Apr 18 2017

How Safe Is Your Sector?

Explore an analysis of the required returns of stock and bond sectors to understand potential weighting opportunities within each asset class and to find the relative value between asset classes within each sector.

Apr 12 2017

Should Municipal Bonds be Considered “Core”?

In the current financial environment, the often misunderstood municipal bond market is not considered to be a “core” asset class by many investors, nor is it labeled as such by institutions offering financial products to investors

Mar 23 2017

Aligning Impact and Income - The Next Generation of Green Bond Indices

Explore the potential opportunities and remaining challenges for green bonds as green finance investment instruments.

Feb 28 2017

Persistence of Australian Active Funds

While comparing active funds against a benchmark index is a typical practice used to evaluate their performance, persistence is an additional test that reveals fund managers’ skills in different market environments.

Jan 31 2017

Evaluating Sustainable Investment Trends

A number of key developments are likely to shape environmental, social, and governance (ESG) trends over the course of 2017. Managing these transitions and the deeply interconnected risks they entail will require long-term thinking, investment, and international cooperation.

Dec 15 2016

Persistence Scorecard: December 2016

Does Past Performance Matter?

Nov 23 2016

Liquid by Design–Building Brazilian Inflation-Linked Bond Indices

Historically, inflation has been a concern in Brazil. Inflation-linked bond strategies are commonly used by market participants as a way to manage changes in inflation; however, due to market constraints and limited trading volume, not all issuances are liquid.

Nov 21 2016

The Climate Change Challenge - From COP 21 to COP 22

At the December 2015 Conference of the Parties (COP 21) in Paris, 197 countries agreed on their aim to keep global temperature rise “well below” 2ºC from pre-industrial times. Explore the ramifications of that goal and the movement toward COP 22.

Aug 24 2016

Fixed Income Update: Unveiling the Hidden Cost of Retail Bond Buying & Selling August 2016

Owning individual bonds has its risks and rewards. However, buying a bond entails an unseen transaction cost, which may not always be clear to retail investors. This transaction cost exists because bonds are not typically sold with a commission. Instead, a markup is built into the bond price.

Jul 21 2016

SPIVA® Institutional Scorecard–How Much Do Fees Affect the Active Versus Passive Debate?

Our findings show that within domestic equity, the majority of managers in nearly every category underperformed their respective benchmarks over the five-year horizon, for both retail funds and institutional accounts.

Jul 15 2016

S&P 500® Bond Index Sector Rotation Strategies

The concept of trend-following as an investment strategy can be traced back to practitioners more than a century ago.

Jul 12 2016

Approaches to Benchmarking Listed Infrastructure

Why Consider Investing in Infrastructure?

Jun 15 2016

Fixed Income Update: Unveiling the Hidden Cost of Retail Bond Buying & Selling June 2016

Owning individual bonds has its risks and rewards. However, buying a bond entails an unseen transaction cost, which may not always be clear to retail investors.

May 10 2016

Unconstrained Bond Funds - A Closer Look

Unconstrained bond funds can also pose potential challenges for measuring and understanding their performance.

Mar 24 2016

Mexico’s Fixed Income Markets: March 2016

On Feb. 17, 2016, Mexican authorities launched a coordinated effort to stem the slide in the value of the Mexican peso (MXN).

Mar 22 2016

Factor-Based Investing in Fixed Income: A Case Study of the U.S. Investment-Grade Corporate Bond Market

Our analysis finds that factor-based fixed income strategies implemented in a rules-based, transparent index can represent an alternative tool for fixed income portfolios.

Jan 15 2016

Fixed Income Update: Unveiling the Hidden Cost of Retail Bond Buying & Selling January 2016

Owning individual bonds has its risks and rewards. However, buying a bond entails an unseen transaction cost, which may not always be clear to retail investors.

Oct 30 2015

Digging Deeper Into the U.S. Preferred Market

Like a common stock, a preferred stock is an equity security, representing ownership in a company. However, there are several significant differences between these two types of equity.

Sep 16 2015

S&P 500® Bond Index: Simplifying the U.S. Corporate Bond Market

Since it was first established as an index in 1957, the S&P 500 has been widely adopted by the financial community as the barometer of the largecap U.S. equity market.

Aug 31 2015

Fixed Income Update: Unveiling The Hidden Cost of Retail Bond-Buying August 2015

Owning individual bonds has its risks and rewards. However, buying a municipal bond entails an unseen transaction cost, which may not always be clear to retail investors.

Aug 03 2015

What Rising Rates Will Not Do

The prospect of rising interest rates is unsettling.

Jul 24 2015

An In-Depth Look at the Dow Jones Sukuk Indices

In 2014, issuance in the U.S. dollar-denominated sukuk market (as tracked by the Dow Jones Sukuk Index) reached USD 14.1 billion, which increased from the drop in 2013 amid the global slowdown.

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