A Long-Term Look at S&P 500 Equal Weight Index
How have S&P 500 Equal Weight Index’s exposures informed its performance over time? S&P DJI’s Hamish Preston and Invesco’s Nick Kalivas look under the hood at the features influencing S&P 500 EWI’s risk/return and explore what its expanding ecosystem, including sectors and futures could mean for its range of potential applications moving forward.
How Sector Neutrality Influences Risk/Return in S&P Dividend Aristocrats
What are the potential benefits of a sector neutral approach to S&P Dividend Aristocrats? S&P DJI’s Rupert Watts and State Street Global Advisors’ Colin Ireland explore the construction and range of potential applications for the S&P Sector-Neutral High Yield Dividend Aristocrats.
- Categories Equities
- Tags diversification, ETFs, high yield dividend growers, indexing, large-cap equities, Mid-cap equities, quality dividend growers, Rupert Watts, S&P 1500, S&P 400, S&P 500, S&P 600, S&P Composite 1500, S&P Dividend Aristocrats, S&P Sector-Neutral High Yield Dividend Aristocrats, sector-neutrality, sectors, small-cap equities, U.S. Equities
- Categories
- Equities
- Tags
- diversification, ETFs, high yield dividend growers, indexing, large-cap equities, Mid-cap equities, quality dividend growers, Rupert Watts, S&P 1500, S&P 400, S&P 500, S&P 600, S&P Composite 1500, S&P Dividend Aristocrats, S&P Sector-Neutral High Yield Dividend Aristocrats, sector-neutrality, sectors, small-cap equities, U.S. Equities
Getting to Know the S&P 500 in Hong Kong
Why is the S&P 500 relevant to markets around the world? Take a closer look at this iconic index with S&P DJI’s Priscilla Luk and Hang Seng Investment Management’s Yvonne Ngai, including its role in our daily lives and some key highlights about why the S&P 500 is widely regarded as the best single gauge…
Diversification, Equity & Indices
The results of S&P DJI’s latest SPIVA U.S. Scorecard are in: Most large-cap active managers underperformed the S&P 500® for the 14th consecutive year in a row. 60% of active large-cap funds underperformed the S&P 500 in 2023, slightly better than the long-term average of 64%, and a relatively benign result considering the dominance of…
Australian Mid Caps: A Sweet Spot for Diversification and Historical Outperformance
The S&P/ASX MidCap 50 was up 5.35% in February, outperforming the S&P/ASX 50—which posted 0.25%—by more than 5%. This was the largest relative outperformance of the mid-cap segment compared to large caps in a single month since October 2008. A closer look at Australian mid caps, as measured by the S&P/ASX MidCap 50, shows the…
U.S. Sector Relevance to China
Chinese investors tend to exhibit high exposures to domestic equities. Incorporating U.S. equities could help Chinese investors diversify their strategies and alleviate home-country bias. For example, the S&P 500® may be relevant for exposure and sensitivity to the U.S. economy. Additionally, market participants seeking to offset domestic equity biases or express tactical views may wish…
Building on Tradition: India’s Digital Reboot
India’s synonymous relationship with excellence in the field of technology is well known. This includes a notable roster of Indian-origin CEOs at the helm of global technology companies such as Adobe, Alphabet, IBM and Microsoft.1 This leadership is not only seen in companies abroad but also within India’s own borders, building on its reputation as…
Magnificent Mid Caps and Sensational Small Caps
U.S. equities rose in 2023, with the mega-cap “Magnificent Seven” driving most of the S&P Composite 1500®’s 25% gain. While mega caps continued to outperform in January 2024, not all seven of the aforementioned group ranked highly. This has led to some market commentators looking to coin new phrases: “Sensational Six” or “Super Six” (the…
Getting to Know the S&P Developed BMI Select Aerospace & Defense 35/20 Capped Index
The S&P Developed BMI Select Aerospace & Defense 35/20 Capped Index seeks to measure the performance of constituents from the S&P Developed BMI that are classified in the GICS Aerospace & Defense sub-industry, while adhering to certain size and liquidity criteria. It uses a capped float-market-capitalization-weighted methodology to ensure diversification across its constituents. It is…
S&P 500 Highs Keep Coming
The S&P 500® closed at another record high today, marking the ninth all-time high closing price level so far this year. Although all-time highs are not unprecedented—2024 is the 41st year since 1957 to host a new high—a few observations stand out when looking at this year’s records. First, January 2024 saw the end of…
