Bond to Equity Factors

Bond to Equity Factors provide an out-of-the-box solution for cross-asset signals that link corporate bonds to equities.

Market Intelligence

At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

The Bond to Equity Factors dataset provides an out-of-the box solution for cross-asset signals that link corporate bonds to equities. This dataset contains 26 quantitative factors that capture the relationship between corporate bonds and the underlying company stock.

The Alpha Signals team has leveraged point-in-time data from our Government, Supranational, Agency and Corporate (GSAC) Bond Pricing dataset and developed a robust mapping of credit instruments to equity identifiers to create factors across different themes. Research of the dataset shows that the information captured by Bond to Equity factors have low commonality with any fundamental or alternative dataset, making it a valuable addition to investment strategies.

The dataset includes:

  • One Point on the Curve: Equity metrics that describe z-spread and relative trends of the corporate bond
  • Shape of the Curve: PCA Analysis on maturity from 6 months to 40 years to quantify shift, twist and tilt of the bond curve
  • Cross-Asset Interaction: Quantifying the divergence between bond-implied equity returns and actual equity returns to find investment opportunities
Frequency
Daily
Latency
Daily
Coverage Type
Company
Coverage
10,000
History
2014
Earliest Significant Coverage
2014
Point In Time
Yes
Point In Time Description
Daily point-in-time factor values
Data Source
Government, Supranational, Agency and Corporate (GSAC) Bond Pricing Dataset
Field Count
10s
Estimated Size
5
Added

Industries

  • Financials
  • Real Estate
  • Energy and Utilities
  • Materials
  • Healthcare
  • Industrials
  • Consumer
  • Technology, Media & Telecommunications

Geographic Coverage

  • Global

Delivery

  • Cloud
  • Feed

Research & Insights

Support