Index Performance
Overview
Description
The World Stock Bond Market Index represents a composite measurement of global equity and fixed-income markets, allowing investors to track the performance of a balanced portfolio across diverse geographic regions and asset classes. This index is influenced by several drivers, including monetary policies by central banks, geopolitical events, and economic growth patterns in major markets such as the United States, Europe, and China. Currency fluctuations also play a significant role, as investors seek to optimize returns while managing foreign exchange risk. Furthermore, technological advancements and innovation in financial products have increased access and liquidity in these markets, encouraging broader participation from different investor classes, from retail investors to institutional bodies. - [[Emerging Market Debt]]: Countries with developing economies often offer higher yields to compensate for increased risk and volatility, making them attractive in a diversified bond portfolio. - [[Global Equity ETFs]]: Exchange-traded funds that track the global equity markets can offer diversified exposure with liquidity advantages over direct stock investments. - [[Currency-Hedged Funds]]: These funds aim to protect investors from adverse currency movements, especially when investing in foreign assets through hedging strategies. - [[Sustainable and ESG-focused Bonds]]: Bonds that fund environmentally or socially sustainable projects are gaining popularity as investor focus on ethical investing grows. - [[Real Estate Investment Trusts (REITs)]]: Global REITs provide exposure to property investments across different markets, aligning with trends in urbanization and global economic integration. This index was generated with help from Thematic Analyst.
- Inception Date02/27/2025