Institutional investors have not been as broadly optimistic as they are today since the announcement of a COVID-19 vaccine. It suggests they are becoming immune to policy uncertainty or at least believe such uncertainties have peaked.

Growth stocks have outpaced value stocks over the past decade, with growth’s lead particularly clear in the U.S. market. That’s the high-level perspective – which suggests that value investors have been left out in the cold in recent years. But have they really? Chris Hart, portfolio manager at Boston Partners, discusses…

Securitized products and private asset-based finance (ABF) have monopolized the discourse with investors seeking to diversify their portfolios while capturing additional spread and yield.

Currency investing requires a resilient framework built on fair value, macro insight and long-term discipline. How do we navigate FX risk through market cycles, dislocations and the shifting role of the U.S. dollar?

The global landscape is witnessing a significant shift in sustainability strategies, influenced by political pressures and economic realities. On this week’s podcast, Alexander Bernhardt, Global Head of Sustainability Research at BNP Paribas Asset Management, explains how sustainability is adapting and evolving to the…

This expert-led discussion will help demystify the expanding private credit space and provide practical insights to support informed investment decisions in a rapidly transforming credit environment.

What do duration, the yield curve and credit trends tell us about the evolving fixed income landscape? S&P DJI’s Anu Ganti and Ben Vörös explore the recent performance of S&P DJI’s iBoxx indices in Europe and highlight the latest innovations in the fixed income indexing toolkit.

Learn more about the European Union's central role in shaping ESG regulation.

Learn about the merits of active management in fixed income investing from Portfolio Manager Ford O'Neil.

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.

The One Big Beautiful Bill marks a major shift in U.S. energy policy.

Companies across the food and agriculture value chain have been facing challenges ranging from changing eating habits as a result of weight loss drugs to tighter U.S. rules on food additives. Daniel Morris, Chief Market Strategist, and Agne Rackauskaite, Portfolio Manager at BNP Paribas Asset Management, discuss the…

Peter van der Welle and Co-Head of Investment Solutions, Colin Graham discuss the prospects for various asset classes and dig deeper into the findings of this 135-page report.

Explore practical and theoretical insights into portfolio construction with experts from CalPERS and FTSE Russell.

Group CIO Dan Ivascyn discusses how looming Federal Reserve interest rate cuts and continued policy uncertainty are shaping PIMCO’s investment playbook at a time of abundant fixed income opportunities.

Private markets are no longer the exclusive domain of large institutions. Across Europe, regulatory reform, digital innovation, and investor demand are converging to democratize access to alternative investments. As frameworks like ELTIF 2.0 (European Long-Term Investment Funds), UCI part II (Undertaking for Collective…

In this episode of Better Vantage, Sara Devereux, Global Head of Fixed Income at Vanguard, discusses why fixed income is re-emerging as a strong asset class after years of muted returns.

"The top two customers of Nvidia generate around 40% of the revenue and the next four customers generate another 40% of revenue". As Barrie highlights, the AI capex and revenue attribution numbers are stark.

New research shows that most portfolios of active funds have tended to underperform comparable combinations of index strategies over the long term. Model portfolios give wealth managers an opportunity to capitalize on these findings. Join S&P DJI and industry leaders to find out how wealth managers can add value through…

Speaking with Huw Van Steenis, Vice Chair of Oliver Wyman, Simon Brewer asks if this is a trend which will serve big private asset firms at the expense of individuals?