Blog Posts

High yield bonds have significantly outperformed higher rated debt in the first seven months of 2023, posting strong positive returns, despite a considerable rise in interest rates and concerns about the health of the banking system earlier this year.

The STOXX Global 1800 index advanced 3.3% last month and the STOXX World AC rose 3.7% amid reports that showed US inflation continues to drop while the economy may avoid a recession. Value and banks’ shares were among the best performers.

At a recent IPE webinar, experts from STOXX, ISS ESG and DWS discussed how biodiversity impact is becoming a new risk consideration for portfolio managers amid tightening regulation and client demand. Participants also examined the new ISS STOXX Biodiversity indices as a framework to tackle nature-related risks and opportunities.

Hamish Seegopaul, Global Head for Index Product Innovation, and Brian Zimmer, Chief Technology Officer, share their thoughts on the potential impact of artificial intelligence on the index industry in the latest issue of The Financial Technologist from Harrington Starr.

Looking at business lines’ revenues allows the index to tap those companies benefitting from growing demand for the AI ecosystem — from computing applications to chips, and from data to cloud computing. As AI has its “iPhone moment,” we explore what’s in an AI index portfolio.

Christoph Schon from our Applied Research team recently joined an ETF Stream roundtable on thematic ETFs. Together with colleagues from the industry they discussed the importance of index construction and theme selection.

Macro and geopolitical issues are key inputs into any market forecasting model. Today, we’re facing a period of prolonged uncertainty, such as when the peak of the interest rate cycle will be reached, and this, coupled with low volatility makes for an unusual combination and a difficult investment landscape. With fixed interest options also available, investment choices are much broader than they were just two years ago. Despite all this doom and gloom, could there be some bright spots for equities investors? There are two competing views.

SRP recently held an interview with Armelle Loeb, Head of Index Sales for EMEA at STOXX, to discuss indexing trends in the structured-products industry. Here we republish the exchange.

The STOXX Global 1800 index jumped 6.1% last month and the STOXX World AC rose 5.7%. US, Value and automakers’ shares were among the best performers.

The IIA published their third annual ESG Global Survey of Asset Managers, revealing that widening factors, expanding asset classes, and emerging tech are driving a maturing ESG landscape.

Recent market developments and investing trends have prompted investors to reconsider their investment allocations. Factors assist investors in understanding the present market and informing their investment decisions. Melissa Brown, Managing Director of Applied Research, joins two experts to discuss factor investing in this video.

A recent panel organized by Enfusion discussed the shift in portfolio risk dynamics that’s taken place since March this year. We sat down with Olivier d’Assier, Head of Applied Research for APAC at Qontigo, to expand on the topic.