Bloomberg Gender-Equality Index shows progress below the c-suite

Bloomberg has sought to play a role in highlighting firms’ efforts to build gender-equal workplaces, initially in the financial services sector and now with a sector-neutral index — the Gender-Equality Index (GEI).

Indices

Stocks shunned by smart-beta ETFs lag benchmarks in performance

Stocks included in an index tracking a factor, such as low volatility or momentum, tend to outperform broader benchmarks such as the S&P 500, while those that are excluded tend to lag behind. 

Research and Analysis

Carry is a positive but crude oil prices remain extended

Crude oil appears in an opposite extreme from about a year ago, when it was declared a bear market by some.

Research and Analysis

Commodity bull appears young and vibrant vs. mature stock market

Less than three years into a recovery, commodities are gaining momentum vs. the decade-long rally in stocks. Favorable demand vs. supply and a multiyear price decline vs. bottoming equity-market volatility from the lowest in decades should continue to favor commodities.

Research and Analysis

Agriculture indicates early recovery from loss-of-faith lows

Agriculture's on pace to be the surprise commodity sector in 2018. Price optimism in the U.S. growing season should have staying power as a return of more normal weather favors continued appreciation, led by the grains. 

Research and Analysis
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Copper to gold - Metals in bull-market transition with stocks

Metals' prices should appreciate in most scenarios. Industrials rejoined the bull trend in April after early 2018 weakness driven by mean reversion in stocks. 

Research and Analysis

Five reasons why China's rating cut doesn't matter for its bonds

For many countries, a sovereign-rating cut would trigger a boost in yields and an extra layer of difficulty for its companies looking to raise cash offshore. Not for China.

Fixed Income

China's Panda-bond boom threatens Dim Sum market survival

The market for foreign issuers of bonds in Chinese yuan is shifting away from Hong Kong towards the mainland, in a sign that the city-state’s once vibrant market for such debt may never reach its past heights.

Fixed Income
Featured

Growing demand for Smart Beta in the fixed income markets

When operating in a market in flux, asset managers are increasing their use of Smart Beta in their overall approach to portfolio construction.

Portfolio Management
Featured

Tracking liquidity in the bond market: Are we there yet?

If the market is unsettled—or at least difficult to predict—in the short term, how can asset managers adequately prepare for changes in liquidity levels?

Portfolio Management