56 datasets found
  1. Vanguard’s forecast 10-year return on U.S. and global fixed income...

    • statista.com
    Updated Mar 23, 2023
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    Statista (2023). Vanguard’s forecast 10-year return on U.S. and global fixed income securities 2025 [Dataset]. https://www.statista.com/statistics/1371578/vanguards-forecast-10-year-return-on-us-and-global-fixed-income-securities/
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    Dataset updated
    Mar 23, 2023
    Dataset authored and provided by
    Statistahttp://statista.com/
    Time period covered
    Jul 23, 2025
    Area covered
    Worldwide, United States
    Description

    As of 2025, Vanguard's Emerging markets sovereign bonds were forecast to provide the highest 10-year annualized return spread with a minimum forecast return of *** percent. U.S. high-yield corporate bonds came in second place with possible returns forecast to range from a possible *** to *** percent. These two securities were also forecast to have the highest medium volatility over a 10-year investment period.

  2. F

    Equity Market Volatility Tracker: Government Spending Deficits And Debt

    • fred.stlouisfed.org
    json
    Updated Aug 4, 2025
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    (2025). Equity Market Volatility Tracker: Government Spending Deficits And Debt [Dataset]. https://fred.stlouisfed.org/series/EMVGOVTSPEND
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    jsonAvailable download formats
    Dataset updated
    Aug 4, 2025
    License

    https://fred.stlouisfed.org/legal/#copyright-public-domainhttps://fred.stlouisfed.org/legal/#copyright-public-domain

    Description

    Graph and download economic data for Equity Market Volatility Tracker: Government Spending Deficits And Debt (EMVGOVTSPEND) from Jan 1985 to Jul 2025 about budget, volatility, uncertainty, equity, debt, expenditures, government, and USA.

  3. D

    Bond Fund Sales Market Report | Global Forecast From 2025 To 2033

    • dataintelo.com
    csv, pdf, pptx
    Updated Sep 23, 2024
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    Dataintelo (2024). Bond Fund Sales Market Report | Global Forecast From 2025 To 2033 [Dataset]. https://dataintelo.com/report/global-bond-fund-sales-market
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    pptx, pdf, csvAvailable download formats
    Dataset updated
    Sep 23, 2024
    Dataset authored and provided by
    Dataintelo
    License

    https://dataintelo.com/privacy-and-policyhttps://dataintelo.com/privacy-and-policy

    Time period covered
    2024 - 2032
    Area covered
    Global
    Description

    Bond Fund Sales Market Outlook



    The bond fund sales market size was valued at approximately USD 10 trillion in 2023 and is projected to reach around USD 15 trillion by 2032, growing at a compound annual growth rate (CAGR) of 4.5%. This growth is primarily driven by increasing investor demand for stable and diversified income streams amidst global economic uncertainties. The market size expansion is fostered by factors such as an aging global population seeking more conservative investment options, heightened volatility in equity markets, and favorable regulatory changes supporting bond fund investments.



    One of the primary growth factors for the bond fund sales market is the demographic shift towards an aging population, particularly in developed regions such as North America and Europe. As more individuals approach retirement age, there is a heightened need for investment products that offer steady income with reduced risk exposure. Bond funds, known for their relatively stable returns and lower volatility compared to equity funds, serve as an attractive option for this demographic. Additionally, the increasing life expectancy rates globally are pushing retirees to seek long-term investment solutions that can provide consistent income streams over extended periods.



    Another significant growth driver is the evolving regulatory landscape that favors bond investments. Governments and financial regulatory bodies in various regions are implementing rules and guidelines that promote transparency and investor protection in the bond markets. These regulatory changes increase investor confidence and make bond funds more appealing to both retail and institutional investors. Furthermore, the introduction of green bonds and other socially responsible investment (SRI) products within the bond fund market is drawing interest from a growing segment of environmentally and socially conscious investors.



    Technological advancements and the proliferation of digital investment platforms are also contributing to the growth of the bond fund sales market. Online platforms and robo-advisors are making it easier for retail investors to access and manage bond fund investments with lower fees and greater convenience. These platforms provide investors with tools and resources to make informed investment decisions, thereby increasing the participation rate of individual investors in the bond market. This digital transformation is democratizing access to bond funds and expanding the market's reach across various investor segments.



    Regionally, the bond fund sales market exhibits diverse growth patterns. North America and Europe are expected to maintain their dominance due to their mature financial markets and high levels of investor awareness and engagement. However, the Asia-Pacific region is anticipated to exhibit the highest CAGR during the forecast period, driven by rapid economic growth, rising disposable incomes, and increasing investor sophistication. Latin America and the Middle East & Africa regions are also witnessing growing interest in bond funds, albeit at a slower pace, as these markets gradually develop and integrate into the global financial system.



    Fund Type Analysis



    Government bond funds are a cornerstone of the bond fund market, offering investors a relatively low-risk investment option backed by government securities. These funds have been traditionally appealing to risk-averse investors, including retirees and conservative institutional investors. The demand for government bond funds is amplified during periods of economic uncertainty, as they are perceived as safe havens. The increasing issuance of government bonds to finance fiscal stimulus and infrastructure projects globally is also contributing to the growth of this segment. Moreover, central banks' policies, such as quantitative easing, have increased the liquidity and attractiveness of these bonds.



    Corporate bond funds represent a significant portion of the bond fund market, providing higher yields compared to government bonds, albeit with increased risk. These funds invest in bonds issued by corporations to finance their operations and expansions. The corporate bond market is highly dynamic, with companies frequently entering and exiting the market based on their financing needs and credit ratings. The growth of this segment is supported by strong corporate earnings and favorable economic conditions that enhance companies' ability to service their debt. Additionally, the trend towards globalization and cross-border investments is expanding the market for corporate bond funds.


    <

  4. T

    United States - Equity Market Volatility Tracker: Government Spending...

    • tradingeconomics.com
    csv, excel, json, xml
    Updated May 17, 2025
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    TRADING ECONOMICS (2025). United States - Equity Market Volatility Tracker: Government Spending Deficits And Debt [Dataset]. https://tradingeconomics.com/united-states/equity-market-volatility-tracker-government-spending-deficits-and-debt-fed-data.html
    Explore at:
    csv, excel, json, xmlAvailable download formats
    Dataset updated
    May 17, 2025
    Dataset authored and provided by
    TRADING ECONOMICS
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Time period covered
    Jan 1, 1976 - Dec 31, 2025
    Area covered
    United States
    Description

    United States - Equity Market Volatility Tracker: Government Spending Deficits And Debt was 3.61816 Index in May of 2025, according to the United States Federal Reserve. Historically, United States - Equity Market Volatility Tracker: Government Spending Deficits And Debt reached a record high of 21.12630 in August of 2011 and a record low of 0.00000 in August of 2016. Trading Economics provides the current actual value, an historical data chart and related indicators for United States - Equity Market Volatility Tracker: Government Spending Deficits And Debt - last updated from the United States Federal Reserve on July of 2025.

  5. Value of the international debt capital market deals 2017-2025

    • statista.com
    Updated Jul 23, 2025
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    Statista (2025). Value of the international debt capital market deals 2017-2025 [Dataset]. https://www.statista.com/statistics/247092/transaction-volume-of-debt-securities-on-the-global-bond-market/
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    Dataset updated
    Jul 23, 2025
    Dataset authored and provided by
    Statistahttp://statista.com/
    Area covered
    Worldwide
    Description

    In the first quarter of 2025, the value of the international debt capital market transactions amounted to nearly *** trillion U.S. dollars. The debt market is the part of the capital market on which fixed-interest securities are traded. These securities include, for example, government, municipal, corporate or mortgage bonds. Bonds – additional information The bond market, also known as the credit or fixed income market, is a market that trades in debt. The two most well known parts of the bond market are the primary and secondary capital markets. The primary market is the market that deals with the issuance of new securities and is an important part of the financial markets system. The bonds issued on the primary market are subsequently traded on the secondary markets. A bond is an instrument of indebtedness. The issuer of the bond is obliged to pay the bond holder the principal amount and the pre-agreed interest when the bond reaches maturity. The interest rates are generally payable at fixed intervals. Bonds provide the borrower with external funds in order to finance long-term investments, or, where government bonds are concerned, to finance government expenditure. Bonds are most often bought and traded by institutions such as central banks, pension funds or hedge funds. They are generally seen as being less volatile that stocks, especially the short and medium termed bonds. Bonds suffer from less day-to-day volatility than stocks but are still subject to risk. They are subject to credit and liquidity risks, among others.

  6. Fixed Income Assets Management Market Analysis North America, Europe, APAC,...

    • technavio.com
    pdf
    Updated Mar 1, 2025
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    Technavio (2025). Fixed Income Assets Management Market Analysis North America, Europe, APAC, South America, Middle East and Africa - US, Canada, China, UK, Germany, Japan, India, France, Italy, South Korea - Size and Forecast 2025-2029 [Dataset]. https://www.technavio.com/report/fixed-income-assets-management-market-analysis
    Explore at:
    pdfAvailable download formats
    Dataset updated
    Mar 1, 2025
    Dataset provided by
    TechNavio
    Authors
    Technavio
    Time period covered
    2025 - 2029
    Area covered
    United States
    Description

    Snapshot img

    Fixed Income Assets Management Market Size 2025-2029

    The fixed income assets management market size is forecast to increase by USD 9.16 tr at a CAGR of 6.3% between 2024 and 2029.

    The market is experiencing significant growth, driven by increasing investor interest in fixed income securities as a hedge against market volatility. A key trend in this market is the expansion of bond Exchange-Traded Funds (ETFs), which offer investors liquidity, diversification, and cost savings. However, this market is not without risks. Transactions in fixed income assets involve complexities such as credit risk, interest rate risk, and liquidity risk, which require sophisticated risk management strategies. As global investors seek to capitalize on market opportunities and navigate these challenges effectively, they must stay informed of regulatory changes, market trends, and technological advancements. Companies that can provide innovative solutions for managing fixed income risks and optimizing returns will be well-positioned to succeed in this dynamic market.

    What will be the Size of the Fixed Income Assets Management Market during the forecast period?

    Request Free SampleThe fixed income assets market in the United States continues to be an essential component of investment portfolios for various official institutions and individual investors. With an expansive market size and growth, fixed income securities encompass various debt instruments, including corporate bonds and government treasuries. Interest rate fluctuations significantly impact this market, influencing investment decisions and affecting the returns from interest payments on these securities. Fixed income Exchange-Traded Funds (ETFs) and index managers have gained popularity due to their cost-effective and diversified investment options. However, the credit market volatility and associated default risk pose challenges for investors. In pursuit of financial goals, investors often choose fixed income funds over equities for their stable dividend income and tax savings benefits. Market risk and investors' risk tolerance are crucial factors in managing fixed income assets. Economic uncertainty and interest rate fluctuations necessitate active management by asset managers, hedge funds, and mutual funds. The fund maturity and investors' financial goals influence the choice between various fixed income securities, such as treasuries and loans. Despite the challenges, the market's direction remains positive, driven by the continuous demand for income-generating investments.

    How is this Fixed Income Assets Management Industry segmented?

    The fixed income assets management industry research report provides comprehensive data (region-wise segment analysis), with forecasts and estimates in 'USD tr' for the period 2025-2029, as well as historical data from 2019-2023 for the following segments. TypeCoreAlternativeEnd-userEnterprisesIndividualsGeographyNorth AmericaUSCanadaEuropeFranceGermanyItalyUKAPACChinaIndiaJapanSouth KoreaSouth AmericaMiddle East and Africa

    By Type Insights

    The core segment is estimated to witness significant growth during the forecast period.The fixed income asset management market encompasses a diverse range of investment vehicles, including index investing, pension funds, official institutions, mutual funds, investment advisory services, and hedge funds. This asset class caters to income holders with varying risk tolerances, offering securities such as municipal bonds, government bonds, and high yield bonds through asset management firms. Institutional investors, insurance companies, and corporations also play significant roles in this sector. Fixed income securities, including Treasuries, municipal bonds, corporate bonds, and debt securities, provide regular interest payments and can offer tax savings, making them attractive for investors with financial goals. However, liquidity issues and credit market volatility can pose challenges. The Federal Reserve's interest rate decisions and economic uncertainty also impact the fixed income market. Asset management firms employ various strategies, such as the core fixed income (CFI) strategy, which invests in a mix of investment-grade fixed-income securities. CFI strategies aim to deliver consistent performance by carefully managing portfolios, considering issuer creditworthiness, maturity, and jurisdiction. Fixed income funds, including government bonds and corporate bonds, offer lower market risk compared to equities. Investors can choose from various investment vehicles, including mutual funds, ETFs, and index funds managed by active managers or index managers. Fixed income ETFs, in particular, provide investors with the benefits of ETFs, such as liquidity and transparency, while offering exposure to the fixed income market. Despite market risks and liquidity issues, the fixed income asset management market continues to be a crucial component of

  7. Securities Exchanges Market Analysis, Size, and Forecast 2025-2029: North...

    • technavio.com
    pdf
    Updated Jul 9, 2025
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    Technavio (2025). Securities Exchanges Market Analysis, Size, and Forecast 2025-2029: North America (US and Canada), Europe (France, Germany, Switzerland, and UK), APAC (China, Hong Kong, India, and Japan), and Rest of World (ROW) [Dataset]. https://www.technavio.com/report/securities-exchanges-market-analysis
    Explore at:
    pdfAvailable download formats
    Dataset updated
    Jul 9, 2025
    Dataset provided by
    TechNavio
    Authors
    Technavio
    Time period covered
    2025 - 2029
    Area covered
    United States, United Kingdom
    Description

    Snapshot img

    Securities Exchanges Market Size 2025-2029

    The securities exchanges market size is forecast to increase by USD 56.67 billion at a CAGR of 12.5% between 2024 and 2029.

    The market is experiencing significant growth, driven by the increasing demand for investment opportunities. This trend is fueled by a global economic recovery and a rising interest in various asset classes, particularly in emerging markets. Another key driver is the increasing focus on sustainable and environmental, social, and governance (ESG) investing. This shift reflects a growing awareness of the importance of long-term value creation and the role of exchanges in facilitating socially responsible investments. This trend is driven by the expanding securities business units, including stocks, bonds, mutual funds, and other securities, which cater to the needs of investment firms and individual investors. However, the market is not without challenges. Increasing market volatility poses a significant risk for exchanges and their clients.
    Furthermore, the rapid digitization of trading and the emergence of alternative trading platforms are disrupting traditional exchange business models. To navigate these challenges, exchanges must adapt by investing in technology, expanding their product offerings, and building strong regulatory frameworks. Data analytics and big data are also crucial tools for e-brokerage firms to gain insights and make informed decisions. By doing so, they can capitalize on the market's growth potential and maintain their competitive edge. Geopolitical tensions, economic instability, and regulatory changes can all contribute to market fluctuations and uncertainty.
    

    What will be the Size of the Securities Exchanges Market during the forecast period?

    Explore in-depth regional segment analysis with market size data - historical 2019-2023 and forecasts 2025-2029 - in the full report.
    Request Free Sample

    In the dynamic market, financial instrument classification plays a crucial role in facilitating efficient trade matching through advanced execution quality metrics and order book liquidity. Quantitative trading models leverage options clearing corporation data to optimize portfolio holdings, while trade matching engines utilize high-speed data storage solutions and portfolio optimization algorithms to minimize latency and enhance market depth indicators. Data center infrastructure and network bandwidth capacity are essential components for supporting complex algorithmic trading strategies, including latency reduction and price volatility forecasting. Market impact measurement and risk assessment methodologies are integral to managing market impact and mitigating fraud, ensuring regulatory compliance through transaction reporting standards and regulatory compliance software.

    Exchange traded funds (ETFs) have gained popularity, necessitating robust quote dissemination systems and trade surveillance analytics. Server virtualization and cybersecurity threat mitigation strategies further strengthen the market's resilience, enabling seamless integration of data-driven quantitative models and sophisticated fraud detection algorithms. Additionally, users of online trading platforms can easily monitor the performance of their assets thanks to real-time stock data.

    How is this Securities Exchanges Industry segmented?

    The securities exchanges industry research report provides comprehensive data (region-wise segment analysis), with forecasts and estimates in 'USD million' for the period 2025-2029, as well as historical data from 2019-2023 for the following segments.

    Service
    
      Market platforms
      Capital access platforms
      Others
    
    
    Trade Finance Instruments
    
      Equities
      Derivatives
      Bonds
      Exchange-traded funds
      Others
    
    
    Type
    
      Large-cap exchanges
      Mid-cap exchanges
      Small-cap exchanges
    
    
    Geography
    
      North America
    
        US
        Canada
    
    
      Europe
    
        France
        Germany
        Switzerland
        UK
    
    
      APAC
    
        China
        Hong Kong
        India
        Japan
    
    
      Rest of World (ROW)
    

    By Service Insights

    The Market platforms segment is estimated to witness significant growth during the forecast period. The market is characterized by advanced technologies and systems that enable efficient price discovery, manage settlement risk, and ensure regulatory compliance. Market platforms, which include trading platforms, order-matching systems, and market data dissemination, hold the largest share of the market. These platforms facilitate the buying and selling of securities, providing market liquidity and transparency. Real-time market surveillance and high-frequency trading infrastructure are crucial components, ensuring fair and orderly markets and enabling efficient trade execution. Financial modeling techniques and algorithmic trading platforms optimize trading strategies, while electronic communication networks and central counterparty clearing minimize r

  8. Securities Brokering in the US - Market Research Report (2015-2030)

    • ibisworld.com
    Updated Jan 15, 2023
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    IBISWorld (2023). Securities Brokering in the US - Market Research Report (2015-2030) [Dataset]. https://www.ibisworld.com/united-states/industry/securities-brokering/1308/
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    Dataset updated
    Jan 15, 2023
    Dataset authored and provided by
    IBISWorld
    License

    https://www.ibisworld.com/about/termsofuse/https://www.ibisworld.com/about/termsofuse/

    Time period covered
    2013 - 2028
    Area covered
    United States
    Description

    The Securities Brokering industry primarily serves as an intermediary between investors and investment securities such as stocks, bonds and derivatives. Brokerage firms match a client's buy order with a third party's sell order or fulfill the client's order with their own investment products. In the past five years, industry revenue grew at a CAGR of 4.2% to $188.2 billion, including 0.3% in 2023 alone. The industry has undergone a series of large mergers and acquisitions to better compete with internal and external competition. Also, the industry has shifted to zero commission trades in response to new disruptive mobile trading platforms entering the market. Even as the COVID-19 pandemic caused general havoc in 2020, it had mixed effects on industry revenue.The average industry profit margin has been constrained over the past five years due to intense competition from online trading platforms that eliminate the need for financial intermediaries. Operators have responded to this trend by increasing their financial services offerings and transitioning to an asset-based fee structure characteristic of the Financial Planning and Advice industry (IBISWorld report 52393).Industry revenue will grow at a CAGR of 2.5% to $213.2 billion over the next five years. However, going forward financial market volatility is likely to increase, as the Federal Reserve increases interest rates to curb high inflation. In turn, demand for industry services is expected to grow at a slow rate as consumer confidence will likely take time to adjust to a changing financial landscape. Nonetheless, the industry will benefit from its efforts to diversify revenue streams over the next five years.

  9. 34-year Daily Stock Data (1990-2024)

    • kaggle.com
    Updated Dec 10, 2024
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    Shivesh Prakash (2024). 34-year Daily Stock Data (1990-2024) [Dataset]. https://www.kaggle.com/datasets/shiveshprakash/34-year-daily-stock-data
    Explore at:
    CroissantCroissant is a format for machine-learning datasets. Learn more about this at mlcommons.org/croissant.
    Dataset updated
    Dec 10, 2024
    Dataset provided by
    Kagglehttp://kaggle.com/
    Authors
    Shivesh Prakash
    License

    MIT Licensehttps://opensource.org/licenses/MIT
    License information was derived automatically

    Description

    Dataset Description: 34-year Daily Stock Data (1990-2024)

    Context and Inspiration

    This dataset captures historical financial market data and macroeconomic indicators spanning over three decades, from 1990 onwards. It is designed for financial analysis, time series forecasting, and exploring relationships between market volatility, stock indices, and macroeconomic factors. This dataset is particularly relevant for researchers, data scientists, and enthusiasts interested in studying: - Volatility forecasting (VIX) - Stock market trends (S&P 500, DJIA, HSI) - Macroeconomic influences on markets (joblessness, interest rates, etc.) - The effect of geopolitical and economic uncertainty (EPU, GPRD)

    Sources

    The data has been aggregated from a mix of historical financial records and publicly available macroeconomic datasets: - VIX (Volatility Index): Chicago Board Options Exchange (CBOE). - Stock Indices (S&P 500, DJIA, HSI): Yahoo Finance and historical financial databases. - Volume Data: Extracted from official exchange reports. - Macroeconomic Indicators: Bureau of Economic Analysis (BEA), Federal Reserve, and other public records. - Uncertainty Metrics (EPU, GPRD): Economic Policy Uncertainty Index and Global Policy Uncertainty Database.

    Columns

    1. dt: Date of observation in YYYY-MM-DD format.
    2. vix: VIX (Volatility Index), a measure of expected market volatility.
    3. sp500: S&P 500 index value, a benchmark of the U.S. stock market.
    4. sp500_volume: Daily trading volume for the S&P 500.
    5. djia: Dow Jones Industrial Average (DJIA), another key U.S. market index.
    6. djia_volume: Daily trading volume for the DJIA.
    7. hsi: Hang Seng Index, representing the Hong Kong stock market.
    8. ads: Aruoba-Diebold-Scotti (ADS) Business Conditions Index, reflecting U.S. economic activity.
    9. us3m: U.S. Treasury 3-month bond yield, a short-term interest rate proxy.
    10. joblessness: U.S. unemployment rate, reported as quartiles (1 represents lowest quartile and so on).
    11. epu: Economic Policy Uncertainty Index, quantifying policy-related economic uncertainty.
    12. GPRD: Geopolitical Risk Index (Daily), measuring geopolitical risk levels.
    13. prev_day: Previous day’s S&P 500 closing value, added for lag-based time series analysis.

    Key Features

    • Cross-Market Analysis: Compare U.S. markets (S&P 500, DJIA) with international benchmarks like HSI.
    • Macroeconomic Insights: Assess how external factors like joblessness, interest rates, and economic uncertainty affect markets.
    • Temporal Scope: Longitudinal data facilitates trend analysis and machine learning model training.

    Potential Use Cases

    • Forecasting market indices using machine learning or statistical models.
    • Building volatility trading strategies with VIX Futures.
    • Economic research on relationships between policy uncertainty and market behavior.
    • Educational material for financial data visualization and analysis tutorials.

    Feel free to use this dataset for academic, research, or personal projects.

  10. S

    Security, Bond and Stock Trading Report

    • datainsightsmarket.com
    doc, pdf, ppt
    Updated May 21, 2025
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    Data Insights Market (2025). Security, Bond and Stock Trading Report [Dataset]. https://www.datainsightsmarket.com/reports/security-bond-and-stock-trading-1958429
    Explore at:
    doc, pdf, pptAvailable download formats
    Dataset updated
    May 21, 2025
    Dataset authored and provided by
    Data Insights Market
    License

    https://www.datainsightsmarket.com/privacy-policyhttps://www.datainsightsmarket.com/privacy-policy

    Time period covered
    2025 - 2033
    Area covered
    Global
    Variables measured
    Market Size
    Description

    The global security, bond, and stock trading market is a dynamic and substantial sector, exhibiting robust growth driven by increasing retail investor participation, technological advancements, and the expanding global economy. While precise figures for market size and CAGR aren't provided, a reasonable estimation, considering the involvement of major global exchanges and the significant capital flows within these markets, suggests a market size exceeding $100 trillion in 2025. The market's Compound Annual Growth Rate (CAGR) likely falls within a range of 6-8%, fueled by factors such as the rise of fintech platforms democratizing access to investment, increased institutional trading activity, and the growing adoption of algorithmic trading strategies. Segmentation reveals a significant portion of the market share held by professional investors, although the amateur investor segment is experiencing considerable expansion due to improved accessibility and educational resources. Regional variations are expected, with North America and Europe maintaining substantial market dominance, while Asia-Pacific experiences strong growth driven by increasing economic activity and rising middle classes. However, regulatory changes, geopolitical uncertainties, and market volatility present potential restraints to growth. The future trajectory of this market hinges on several key trends. The continued integration of artificial intelligence and machine learning in trading algorithms will likely enhance efficiency and profitability. Regulatory scrutiny regarding market manipulation and investor protection will likely increase, shaping the landscape for market participants. Furthermore, the expansion of sustainable and ethical investment options is anticipated to drive growth in specific sectors. The rising adoption of mobile trading platforms and the proliferation of online brokerage services are also pivotal trends reshaping access to financial markets. Competitive pressures from new entrants and consolidation among established players will continue to influence market dynamics. Overall, the global security, bond, and stock trading market presents a complex and evolving ecosystem with significant opportunities and challenges ahead.

  11. Predict the ASX-200

    • kaggle.com
    Updated Aug 25, 2021
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    YasAli (2021). Predict the ASX-200 [Dataset]. https://www.kaggle.com/datasets/yasali/predict-the-asx200/data
    Explore at:
    CroissantCroissant is a format for machine-learning datasets. Learn more about this at mlcommons.org/croissant.
    Dataset updated
    Aug 25, 2021
    Dataset provided by
    Kaggle
    Authors
    YasAli
    Description

    Disclaimer

    All information presented here is for display purpose only, and may not be complete nor accurate. This information does not constitute a financial advice, and should not be used to make any investment decisions or financial transactions. This author rejects any claims for liabilities resulting from the use, misuse, or abuse of this information. Use at your own risk.

    Motivation

    Due to time zone differences between Australia and most of the rest of the world, Australians have the advantage of knowing what happened at markets elsewhere in the world, before the Australian market (ASX) is open in the morning, Sydney time.

    This prior knowledge provides an excellent opportunity for arbitrage. In the hands of a savvy day-trader, or a shrewd long-term investor, this information gives you the advantage of predicting the ASX, and achieve potentially significant financial gains.

    Method

    For the ten years period from 1/7/2010 to 30/6/2020, the daily closing prices for 41 global market indicators are collected from various reliable public-domain sources. We checked the data for error or omissions and normalised all tabulated records in a format that facilitates further analysis and visulaisation.

    Those 41 market indicators are what we consider significant measures of various external factors that may affect the performance of the Australian Stock Market, as represented by the ASX200. Those indicators are:

    • Nine other major stock market indices from the USA, Europe, and Asia.

    • The exchange rate of the $AU against 10 world currencies that are most relevant to Australia's international trade.

    • Official interest rates by the RBA and the US Feds, as indicators of affinity of foreign funds to Australia.

    • Yield rates for governments-issued bonds by 10 countries from Western and Asian economies, as measures of relative availability of credit and cross-border investment. Bonds are grouped into "Short-term" (one year maturity) and "Long-term" (10 to 30 years maturity).

    • Since Australia's economy is mainly an exporter of raw materials, we include prices for commodities that are most traded by Australia, as indicators for potential profitability for various relevant sectors of the ASX.

    We feed relevant data to a machine learning model, which uses this data to extract heuristic parameters that are used to predict the ASX200 on daily basis, before market opens, and validates predictions at market close, with favourable results.

    For more information, please visit the Tableau viz at: https://public.tableau.com/app/profile/yasser.ali.phd/viz/PredictingAustralianStockMarket/Story

  12. f

    Spillovers in the Global Corporate Bond Markets_dataset.xlsx

    • figshare.com
    xlsx
    Updated Mar 17, 2021
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    EVANGELOS SALACHAS (2021). Spillovers in the Global Corporate Bond Markets_dataset.xlsx [Dataset]. http://doi.org/10.6084/m9.figshare.14233250.v1
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    xlsxAvailable download formats
    Dataset updated
    Mar 17, 2021
    Dataset provided by
    figshare
    Authors
    EVANGELOS SALACHAS
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Description

    Daily corporate bond returns for Euroarea, US and emerging markets

  13. Hedge Funds in the US - Market Research Report (2015-2030)

    • ibisworld.com
    Updated Mar 16, 2014
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    IBISWorld (2014). Hedge Funds in the US - Market Research Report (2015-2030) [Dataset]. https://www.ibisworld.com/united-states/market-research-reports/hedge-funds-industry/
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    Dataset updated
    Mar 16, 2014
    Dataset authored and provided by
    IBISWorld
    License

    https://www.ibisworld.com/about/termsofuse/https://www.ibisworld.com/about/termsofuse/

    Time period covered
    2015 - 2030
    Description

    Consistent growth in assets under management (AUM) has immensely benefited the industry over the past five years. Industry servicers invest capital they receive from a variety of investor types across a broad range of asset classes and investment strategies. Operators collect a fee for the amount of money they manage for their clients and a percentage of gains they are able to generate on invested assets. Managers have shifted investment strategies throughout the period to generate greater returns. Interest rate fluctuations, trade tensions, escalating geopolitical risks and market volatility have contributed to shifting investment strategies. In addition, the industry increasingly monitors social medias and retail order flows to better anticipate market moves, mitigating risk and driving investment returns. Overall, industry revenue climbed at a CAGR of 3.2% to $126.9 billion over the past five years, including an expected incline of 1.6% in 2025 alone. Despite economic volatility throughout the period, the S&P 500 jumped at a CAGR of 11.4%, boosting AUM. However, profit has fallen due to pressure on industry fee structures, as a result, profit comprises 33.1% of revenue in the current year. Although industry professionals question the relevance of benchmarking hedge fund returns against equity performance, given that hedge funds rely on a range of instruments other than stocks, the industry's poor performance relative to the S&P 500 has begun to raise concern from some investors. These trends have affected the industry's structure, with the traditional 2.0% and 20.0% structure of a flat fee on total AUM and a right-to-earned profit deteriorating into a 1.4% and 16.0% arrangement. Industry revenue is expected to grow at a CAGR of 2.7% to $144.7 billion over the five years to 2030. AUM is forecast to continue increasing at a consistent rate, partly due to the diversification benefits that hedge funds provide. Nonetheless, increased regulation stemming from the global financial crisis and an escalating focus on the industry's tax structure has the potential to harm industry profit. Further economic uncertainty stemming from heightened inflation and persistently high interest rates is anticipated to dampen any large-scale growth for the industry as more hedge funds take a hawkish approach in their investment portfolio moving forward. Regardless, the number of new hedge funds is forecast to trend with AUM and revenue over the next five years.

  14. w

    Global Esg Bonds Market Research Report: By Issuance Type (Corporate,...

    • wiseguyreports.com
    Updated Aug 10, 2024
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    wWiseguy Research Consultants Pvt Ltd (2024). Global Esg Bonds Market Research Report: By Issuance Type (Corporate, Sovereign, Supranational), By Sustainability Focus (Environmental, Social, Governance, Combined), By Bond Structure (Green Bonds, Social Bonds, Sustainability Bonds, Sustainability-Linked Bonds), By Credit Quality (Investment Grade, High Yield), By Maturity (Short-Term (less than 5 years), Medium-Term (5-10 years), Long-Term (over 10 years)) and By Regional (North America, Europe, South America, Asia Pacific, Middle East and Africa) - Forecast to 2032. [Dataset]. https://www.wiseguyreports.com/reports/esg-bonds-market
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    Dataset updated
    Aug 10, 2024
    Dataset authored and provided by
    wWiseguy Research Consultants Pvt Ltd
    License

    https://www.wiseguyreports.com/pages/privacy-policyhttps://www.wiseguyreports.com/pages/privacy-policy

    Time period covered
    Jan 8, 2024
    Area covered
    Global
    Description
    BASE YEAR2024
    HISTORICAL DATA2019 - 2024
    REPORT COVERAGERevenue Forecast, Competitive Landscape, Growth Factors, and Trends
    MARKET SIZE 2023418.79(USD Billion)
    MARKET SIZE 2024607.8(USD Billion)
    MARKET SIZE 203211964.17(USD Billion)
    SEGMENTS COVEREDIssuance Type ,Sustainability Focus ,Bond Structure ,Credit Quality ,Maturity ,Regional
    COUNTRIES COVEREDNorth America, Europe, APAC, South America, MEA
    KEY MARKET DYNAMICSGrowing investor demand Supportive regulatory environment Increasing awareness of ESG issues Technological advancements Market volatility
    MARKET FORECAST UNITSUSD Billion
    KEY COMPANIES PROFILEDGoldman Sachs ,Citigroup ,ING Groep ,JPMorgan Chase & Co ,Societe Generale ,Wells Fargo & Company ,Credit Agricole CIB ,BNP Paribas ,Morgan Stanley ,Deutsche Bank ,Standard Chartered ,HSBC ,UBS Group ,Nomura Holdings
    MARKET FORECAST PERIOD2024 - 2032
    KEY MARKET OPPORTUNITIESGrowing demand for sustainable investments Government regulations and incentives Increasing awareness of ESG issues Technological advancements New product offerings
    COMPOUND ANNUAL GROWTH RATE (CAGR) 45.13% (2024 - 2032)
  15. U

    U.S. Fixed Income Assets Industry Report

    • marketreportanalytics.com
    doc, pdf, ppt
    Updated Apr 28, 2025
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    Market Report Analytics (2025). U.S. Fixed Income Assets Industry Report [Dataset]. https://www.marketreportanalytics.com/reports/us-fixed-income-assets-industry-99360
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    ppt, pdf, docAvailable download formats
    Dataset updated
    Apr 28, 2025
    Dataset authored and provided by
    Market Report Analytics
    License

    https://www.marketreportanalytics.com/privacy-policyhttps://www.marketreportanalytics.com/privacy-policy

    Time period covered
    2025 - 2033
    Area covered
    U.S.
    Variables measured
    Market Size
    Description

    The U.S. fixed income asset management industry, characterized by a steady growth trajectory, is poised for continued expansion over the forecast period (2025-2033). While a precise market size for 2025 is unavailable, extrapolating from a hypothetical 2019 market size (for illustrative purposes, let's assume $20 trillion) and applying the provided CAGR of 1.5%, a 2025 market size of approximately $23.4 trillion can be reasonably projected. This growth is fueled by several key drivers. Increasing institutional investor demand, particularly from pension funds and insurance companies seeking safe, reliable returns in a low-interest-rate environment, significantly contributes to market expansion. Furthermore, the rising popularity of exchange-traded funds (ETFs) offering diversified fixed income exposure and increased accessibility to retail investors drives market growth. However, challenges remain. Regulatory changes and potential interest rate volatility pose constraints on growth, alongside the ongoing competitive landscape amongst major players like BlackRock, Vanguard, and Fidelity. The industry's segmentation reflects both client type (retail, institutional) and asset class (bonds, money market instruments, ETFs), with bonds continuing to dominate. The forecast period will likely witness a shift towards greater technological integration within asset management, streamlining processes and improving investment strategies. This includes the adoption of advanced analytics and artificial intelligence to optimize portfolio management and risk assessment. The increasing preference for sustainable and responsible investing will also reshape the market, prompting asset managers to incorporate ESG (environmental, social, and governance) factors into their investment decisions. Competition among established giants and the emergence of innovative fintech companies will continue to define the industry's competitive dynamics, driving innovation and potentially leading to mergers and acquisitions. Geographical concentration within the U.S. is expected to remain high, although select international players will maintain a notable presence. Overall, the U.S. fixed income asset management industry projects a trajectory of moderate, steady growth, influenced by evolving investor preferences, technological advancements, and the regulatory environment. Recent developments include: January 2024, BlackRock has finalized an agreement to acquire Global Infrastructure Partners (GIP), a move that positions it as a dominant player in the global infrastructure private markets investment landscape., October 2023, pvest, a Berlin-based fintech company, has partnered with BlackRock to enhance accessibility to investing for millions of Europeans. The collaboration aims to leverage pvest's all-in-one API, which offers trading, settlement, and custody infrastructure for digital wealth management. Additionally, pvest successfully concluded a fundraising round, securing €30 million in investments.. Notable trends are: Distribution of US Fixed Income Assets - By Investment Style.

  16. F

    Market Yield on U.S. Treasury Securities at 10-Year Constant Maturity,...

    • fred.stlouisfed.org
    json
    Updated Aug 1, 2025
    + more versions
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    (2025). Market Yield on U.S. Treasury Securities at 10-Year Constant Maturity, Quoted on an Investment Basis [Dataset]. https://fred.stlouisfed.org/series/GS10
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    jsonAvailable download formats
    Dataset updated
    Aug 1, 2025
    License

    https://fred.stlouisfed.org/legal/#copyright-public-domainhttps://fred.stlouisfed.org/legal/#copyright-public-domain

    Description

    View a 10-year yield estimated from the average yields of a variety of Treasury securities with different maturities derived from the Treasury yield curve.

  17. m

    Data and code for: Time-Varying Causality between Bond and Oil Markets of...

    • data.mendeley.com
    Updated Feb 17, 2020
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    Omar Rojas (2020). Data and code for: Time-Varying Causality between Bond and Oil Markets of the United States: Evidence from Over One and Half Centuries of Data [Dataset]. http://doi.org/10.17632/t36pgrnchf.1
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    Dataset updated
    Feb 17, 2020
    Authors
    Omar Rojas
    License

    Attribution 4.0 (CC BY 4.0)https://creativecommons.org/licenses/by/4.0/
    License information was derived automatically

    Area covered
    United States
    Description

    Data and code for: Time-Varying Causality between Bond and Oil Markets of the United States: Evidence from Over One and Half Centuries of Data

  18. Debt Financing Market Analysis, Size, and Forecast 2025-2029: North America...

    • technavio.com
    pdf
    Updated Apr 4, 2025
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    Technavio (2025). Debt Financing Market Analysis, Size, and Forecast 2025-2029: North America (US and Canada), Europe (France, Germany, Italy, Spain, UK), APAC (China, Japan, South Korea), Middle East and Africa , and South America [Dataset]. https://www.technavio.com/report/debt-financing-market-industry-analysis
    Explore at:
    pdfAvailable download formats
    Dataset updated
    Apr 4, 2025
    Dataset provided by
    TechNavio
    Authors
    Technavio
    Time period covered
    2025 - 2029
    Area covered
    United Kingdom, Canada, United States
    Description

    Snapshot img

    Debt Financing Market Size 2025-2029

    The debt financing market size is forecast to increase by USD 7.89 billion at a CAGR of 6.4% between 2024 and 2029.

    The market is experiencing significant growth, driven by the tax advantages of debt financing for businesses. The ability to deduct interest payments from taxable income makes debt financing an attractive option for companies seeking capital. Another key trend in the market is the increasing collaboration and mergers and acquisitions (M&A) activity, which often involves the use of debt financing to fund transactions. However, it is important to note that collateral may be necessary for some forms of debt financing, adding layer of complexity to the process.
    Companies seeking to capitalize on these opportunities must navigate the challenges of securing adequate collateral and managing debt levels to maintain financial health and wellness. Effective debt management strategies, such as optimizing debt structures and maintaining strong credit ratings, will be essential for companies looking to succeed in this dynamic market. Debt financing is a significant component of the regional capital markets, with financial institutions, banks, and insurance companies serving as major players.
    

    What will be the Size of the Debt Financing Market during the forecast period?

    Request Free Sample

    The market encompasses various debt instruments issued by entities to secure funds for business operations and growth. Market dynamics are influenced by several factors, including interest rate cycles, monetary policy, and economic growth. Basel Accords and the Financial Stability Board set standards for financial institutions' risk management and capital adequacy, impacting debt issuance. Government debt, securitization transactions, and various debt instruments like interest rate swaps, loan-to-value ratios, and credit-linked notes, shape the market landscape. Market volatility, driven by factors such as business cycles, credit spreads, and risk appetite, influences investor sentiment. Debt sustainability, fiscal policy, and ESG investing are increasingly important considerations for issuers and investors.
    Asset managers are focusing on leveraging technology and data analytics to improve operational efficiency and meet the evolving needs of investors. The market is, however, not without challenges, with regulatory compliance and interest rate risks being major concerns. Overall, the income asset management market in North America is poised for steady growth, driven by the demand for debt financing and wealth management solutions, and the increasing adoption of advanced analytics and ETFs.
    

    How is this Debt Financing Industry segmented?

    The debt financing industry research report provides comprehensive data (region-wise segment analysis), with forecasts and estimates in 'USD million' for the period 2025-2029, as well as historical data from 2019-2023 for the following segments.

    Source
    
      Private
      Public
    
    
    Type
    
      Long-term
      Short-term
      Long-term
    
    
    Geography
    
      North America
    
        US
        Canada
    
    
      Europe
    
        France
        Germany
        Italy
        Spain
        UK
    
    
      APAC
    
        China
        Japan
        South Korea
    
    
      Middle East and Africa
    
    
    
      South America
    

    By Source Insights

    The private segment is estimated to witness significant growth during the forecast period. Debt financing is a popular financing method for businesses seeking to expand operations while maintaining ownership. Private debt financing, in particular, has gained significant traction among financial specialists worldwide due to its importance in funding small- and mid-sized organizations globally. The demand for debt financing by startups has increased annually, leading to the sector's substantial growth over the last five years. This financing option's flexibility enables businesses to customize their financing solutions to address specific needs, making it an allure for numerous organizations. Private debt financing encompasses various instruments such as Real Estate Debt, Term Loans, Leveraged Buyouts, Asset Securitization, Infrastructure Financing, Loan Servicing, and more.

    Financial Leverage, Debt Covenants, Credit Risk, and Interest Rate Risk are essential considerations in this sector. Hedge Funds, Collateralized Loan Obligations, High Yield Debt, and Investment Grade Debt are alternative investment areas. Private Equity, Syndicated Loans, Venture Debt, Bridge Financing, and Mezzanine Financing are also integral components. Financial Institutions offer various debt financing solutions, including Capital Markets, Expansion Financing, Growth Capital, Debt Refinancing, and Debt Consolidation. Financial Modeling, Return on Investment, and Risk Management are crucial aspects of debt financing. Debt Advisory, Financial Engineering, and Debt Capital Markets are essential services in this field. Small Business Loans,

  19. H

    Replication Data for: Shockwaves of Corporate Bond Spreads: How Rising...

    • dataverse.harvard.edu
    Updated Sep 3, 2024
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    Ole Paech (2024). Replication Data for: Shockwaves of Corporate Bond Spreads: How Rising Yields Shape the Economy, Currency, and Markets [Dataset]. http://doi.org/10.7910/DVN/JKICIX
    Explore at:
    CroissantCroissant is a format for machine-learning datasets. Learn more about this at mlcommons.org/croissant.
    Dataset updated
    Sep 3, 2024
    Dataset provided by
    Harvard Dataverse
    Authors
    Ole Paech
    License

    CC0 1.0 Universal Public Domain Dedicationhttps://creativecommons.org/publicdomain/zero/1.0/
    License information was derived automatically

    Description

    This study utilizes a local projections framework to analyze the macroeconomic and finan-cial market repercussions of an unanticipated increase in U.S. corporate bond spreads. Spe-cifically, it quantifies the effects of a one percentage point rise in the excess bond premium, as defined by Gilchrist and Zakrajšek (2012), on key real economic indicators using quarter-ly data, while also assessing the corresponding responses of stock prices and exchange rates on a monthly basis. The resulting impulse response functions reveal that a shock to corporate bond spreads exerts a statistically significant negative impact on economic activity and stock prices, while concurrently leading to an appreciation of the U.S. dollar. Further analysis, achieved by dividing the sample into two distinct periods, demonstrates that the adverse ef-fects of financial shocks on real GDP post-1995 are less pronounced but exhibit greater per-sistence. Additionally, an increase in stock price volatility suggests that widening bond spreads may themselves contribute to heightened uncertainty. The findings further under-score the U.S. dollar's role as a safe haven and highlight the potential of U.S. financial shocks to propagate global uncertainty.

  20. v

    US Fixed Income Asset Management Market Size By Investment Strategy (Active...

    • verifiedmarketresearch.com
    Updated Jan 24, 2025
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    VERIFIED MARKET RESEARCH (2025). US Fixed Income Asset Management Market Size By Investment Strategy (Active Management, Passive Management, Strategic Asset Allocation), By Client Type (Institutional Investors, Retail Investors, Private Equity & Hedge Funds), By Investment Vehicle (Mutual Funds, Exchange-Traded Funds, Direct Bond Investments), By Geographic Scope And Forecast [Dataset]. https://www.verifiedmarketresearch.com/product/us-fixed-income-asset-management-market/
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    Dataset updated
    Jan 24, 2025
    Dataset authored and provided by
    VERIFIED MARKET RESEARCH
    License

    https://www.verifiedmarketresearch.com/privacy-policy/https://www.verifiedmarketresearch.com/privacy-policy/

    Time period covered
    2025 - 2032
    Area covered
    United States
    Description

    US Fixed Income Asset Management Market size was valued at USD 70.7 Billion in 2024 and is expected to reach USD 80.91 Billion by 2032, growing at a CAGR of 1.7% from 2025 to 2032.

    US Fixed Income Asset Management Market Drivers

    Growing Demand for Stable Returns: In an environment of market volatility and low interest rates, fixed income investments provide a degree of stability and predictable income streams, making them attractive to a wide range of investors, including individuals, institutions, and pension funds.

    Increasing Institutional Investments: Institutions such as pension funds, insurance companies, and endowments are major players in the fixed income market. These institutions require professional management to meet their long-term investment objectives and ensure the safety and stability of their portfolios.

    Aging Population: The aging population in the US is increasing the demand for retirement income solutions, and fixed income investments play a crucial role in providing stable and predictable income streams for retirees.

    Technological Advancements: Technological advancements in areas such as data analytics, artificial intelligence (AI), and machine learning are transforming fixed income management. These technologies enable asset managers to enhance portfolio construction, risk management, and investment decision-making.

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Statista (2023). Vanguard’s forecast 10-year return on U.S. and global fixed income securities 2025 [Dataset]. https://www.statista.com/statistics/1371578/vanguards-forecast-10-year-return-on-us-and-global-fixed-income-securities/
Organization logo

Vanguard’s forecast 10-year return on U.S. and global fixed income securities 2025

Explore at:
Dataset updated
Mar 23, 2023
Dataset authored and provided by
Statistahttp://statista.com/
Time period covered
Jul 23, 2025
Area covered
Worldwide, United States
Description

As of 2025, Vanguard's Emerging markets sovereign bonds were forecast to provide the highest 10-year annualized return spread with a minimum forecast return of *** percent. U.S. high-yield corporate bonds came in second place with possible returns forecast to range from a possible *** to *** percent. These two securities were also forecast to have the highest medium volatility over a 10-year investment period.

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