How did U.S size and style leadership evolve in 2025? Prediction: Large caps could outperform small caps, mirroring 2017, where easing regulatory expectations initially boosted smaller companies before rate…
Read more Looking back at 2025: Equities | Insights | Bloomberg Professional ServicesInvesting in the nuclear revival: Why an index approach works For market participants, gaining targeted exposure to the nuclear theme can be complex. The ecosystem includes miners, reactor…
Read more Indexing the atom: How to capture the nuclear comeback | Insights | Bloomberg Professional ServicesKoCAA engaged Bloomberg to build a custom equity benchmark that would reflect the firm’s unique investment universe, aligned with Catholic guidelines. Bloomberg Source link
Read more KoCAA: A values-based investing partnership built on precision and trust | Insights | Bloomberg Professional ServicesThis review shows how commodities fared against asset classes in 2025, using BCOM data to examine volatility spikes, tariff effects, metal-market divergence, laggard mean reversion, and supply inflation…
Read more Look back at 2025: Commodities | Insights | Bloomberg Professional ServicesAs AI dominates headlines, who’s really building it? We explore how a rules-based framework distinguishes companies materially engaged in AI development and deployment from those merely adopting the…
Read more Mapping AI exposure through rules and reason | Insights | Bloomberg Professional ServicesPublic and private markets converge Public high yield remains roughly the same size as a decade ago, about $1.5 trillion, but its composition has changed dramatically. Higher-quality issuers…
Read more Why fixed income is back in favor with global investors | Insights | Bloomberg Professional ServicesCocoa will rejoin the Bloomberg Commodity Index (BCOM) in January 2026, following a 21-year hiatus, after meeting the minimum inclusion threshold for two consecutive years under BCOM methodology.…
Read more Cocoa returns to BCOM for 2026 | Insights | Bloomberg Professional ServicesThe data included in these materials are for illustrative purposes only. The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance…
Read more Bloomberg Chartbook: Private Company M&A H1 2025 | Insights | Bloomberg Professional ServicesBuilt using a rules-based approach informed by Bloomberg Intelligence (BI) research, the index maps the AI value chain and identifies companies with significant involvement in each link of the AI infrastructure. Numerous business models fit within this theme, from cloud computing platforms to semiconductors to…
Read more The AI value chain: Understanding the engines of growth | Insights | Bloomberg Professional ServicesOnce purchased, physical gold needs to be stored, secured and possibly insured which all incur additional costs to the holder. Beyond its traditional roles, gold also plays a critical part in modern technology, being used in electronics such…
Read more Gold – the physical, the future, the financial | Insights | Bloomberg Professional ServicesHow are thematic indices created? Thematic indices have proliferated as asset managers identify new trends that they believe will generate growth. Still, the process of moving from an idea to a rules-based…
Read more How is thematic investing reshaping equity markets? | Insights | Bloomberg Professional ServicesBloomberg Indices Disclaimer: The data and other information included in this publication is for illustrative purposes only, available “as is”, non-binding and constitutes the provision of factual information,…
Read more Inside AI’s rapid expansion: What investors need to know | Insights | Bloomberg Professional ServicesAs ETF launches proliferate, innovative structures are emerging—such as buffer funds that use derivatives to mitigate the impact of market downturns, active ETFs replicating the strategies of star…
Read more What’s powering the European ETF expansion? | Insights | Bloomberg Professional ServicesMeanwhile, the China Tech 8, a company basket created by Bloomberg Intelligence and including companies such as Alibaba Group Holding, Baidu, and Pinduoduo Inc, gained 42%, but rising…
Read more Multi-theme index outpaces Mag 7 amid AI growth | Insights | Bloomberg Professional ServicesNew index will serve as a complement to the flagship US Aggregate Bond Index Bloomberg Indices has launched the Bloomberg US Total Fixed Income Market Index (Ticker: TOTALFI),…
Read more Bloomberg Indices Launches Bloomberg US Total Fixed Income Market Index to Capture the Full Investable US Fixed Income Universe | Insights | Bloomberg Professional ServicesAt first glance, active bond funds seem to deliver When measured against their stated benchmarks, many active bond funds—particularly in the Aggregate and Corporate segments—appear to outperform with…
Read more Behind the benchmark: Dissecting active bond fund performance | Insights | Bloomberg Professional ServicesMomentum in commodities continued through the third quarter, supported by global demand and macro resilience. The Bloomberg Commodity Index (BCOM) is up year-to-date in 2025, with precious metals…
Read more Commodities outperform in 2025. Will the tailwinds continue? | Insights | Bloomberg Professional ServicesOver the past 20 years, the global energy market has transformed due to three key forces: the U.S. shale revolution, Europe’s LNG balancing role, and Asia’s rising demand…
Read more Powering the Future: A Modern Benchmark for a Multi-Polar World | Insights | Bloomberg Professional ServicesThe data included in these materials are for illustrative purposes only. The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance…
Read more Global Corporate Bonds: Quiet Leaders of the Past Two Decades | Insights | Bloomberg Professional ServicesWhat are the key characteristics of Zero-Centered Scores? Bloomberg ESG Scores measure best-in-class performance of a company’s management of financially material corporate sustainability issues. The issues deemed material…
Read more Which ESG scores work best for portfolio construction? | Insights | Bloomberg Professional Services