Content (34)
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White papers
The Bloomberg Fixed Income Indices are Turning 50
The Bloomberg Fixed Income indices’ history traces back to 1973 when the Kuhn, Loeb & Co. investment bank created the first version of bond total return indices. Over the subsequent decades, the ownership of these benchmarks has been passed to Lehman Brothers then Barclays before getting acquired by Bloomberg LP in August 2016.
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White papers
Cracking the code of pricing power
This article provides a summary of key concepts from our latest whitepaper, “Pricing Power Everywhere”, written by Steve Hou, PhD, Quantitative Researcher at Bloomberg.
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White papers
Sustainable debt issuance slows after strong start to year
This article was written by Jonathan Gardiner, Sustainable Indices Product Manager at Bloomberg and Tom Freke, Fixed Income Data Specialist at Bloomberg.
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White papers
Does sustainable investing have a future in the U.S. market? Part 2
In this series, Bloomberg’s Sustainable Indices team takes account of current market sentiment and conditions surrounding sustainable and ESG investing in the U.S. market and explores opportunities for 2023. Catch up on the Introduction and Part 1 which discusses opportunities to Use ESG without using “ESG”.
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White papers
A look into PAB optimization approaches for Fixed Income Investors
In this blog, the Bloomberg Sustainable Indices team discusses the rise in popularity of Paris-Aligned Benchmarks and provides an overview of certain optimization approaches for fixed income investors.
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White papers
Sustainable debt finds greener pastures in 2023
Sustainable bond issuance rebounded in the first quarter of 2023, following a challenging 2022. This signals the overall decline observed last year is not a continued trend. Corporate and Government new bond issuance finished the quarter up 21.1% YoY.
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White papers
Does sustainable investing have a future in the U.S. market? Part 1
In this series, Bloomberg’s Sustainable Indices team takes account of current market sentiment and conditions surrounding sustainable and ESG investing in the U.S. market and explores opportunities for 2023. Catch up on the introduction here.
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White papers
Does sustainable investing have a future in the U.S. market? Introduction
For many of the clients we met, sustainable and ESG investing has been at the top of agendas in recent years. But 2022 brought on a wealth of challenges. To name just a few: rocky markets, sustainable fund outflows, ESG as an increasingly politically charged topic, and market scrutiny of sustainable funds around greenwashing.
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White papers
Climate Investment Insights
Roads to Paris alignment - Climate Transition Pathways and Indices
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White papers
Carbon Aware Portfolios
Over the past 5 years, arguably the dominant theme in equity and fixed income investing has been the inclusion of ESG (Environmental, Social and Governance) factors into the asset allocation process. As investor attention starts to expand into the commodity markets, we discuss a broad framework for investors seeking to incorporate ESG themes within their commodity portfolios.
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White papers
Investment case for companies shaping the future of finance
Over the past fifty years, technological innovation has been critical to driving the financial industry’s development of new products and services. However, much of the financial system today still relies on antiquated infrastructure that is slow and inefficient for today’s modern needs.
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White papers
Crypto Insights: The impact of volatility targeting
The rapidly growing interest among mainstream investors in cryptocurrencies has sparked a series of questions ranging from which cryptos to invest in and what is the preferred means of access to ascertaining a sensible way to compare returns with traditional asset class returns.