Tag Archives: S&P 500 Bond

Where May Equities Go From Here?

February ended the longest historical monthly winning streak of 15 months for the S&P 500 (TR) that lost 3.7%.  On a total return basis for the month, 10 of 11 sectors lost, which has only happened in 12 of 342 months or 3.5% of the time (all 11 lost together in 13 months for a Read more […]

Asian Fixed Income: China and the Global Bond Market

In a previous piece, we discussed that China’s lackluster performance had made it the worst-performing country in the Pan Asian bond market in 2017, and that it was the only country that closed the year in negative territory. The one-year total return of the S&P China Bond Index fell 0.29% last year (see Exhibit 1), Read more […]

The S&P 500 Bond Index and… Mexico!

When we talk about investments in the U. S., the first thing that comes to mind is the S&P 500®, since it is used to analyze and track large-cap stocks in the U.S. market. Following this iconic index, in July 2015 S&P DJI introduced the S&P 500 Bond Index, which is designed to be a Read more […]

S&P 500 Posts Best January Since 1997

If the glass can be more than half full, this stock market glass is so full, it’s time to wonder when it may spill over.  Large-caps continue to lead the U.S. equity market with the S&P 500 (TR)  delivering its 15th consecutively positive month, its best month since March 2016, its best January since 1997 Read more […]

It May Not Be Time To Fear Stocks Yet, But Perhaps Real Estate

Euphoria seems to be taking over the stock market with frequent stories of new highs – but what is more important is how strong the stock market performance is relative to the bonds.  Month-to-date through Jan. 18, 2018, the S&P 500 is outperforming the S&P 500 Bond Index by 3.8%, the most since Dec. 2016, when Read more […]

Tuition Inflation: Indexing the Rising Cost of College

Costs associated with college tuition and fees have far outpaced general U.S. inflation, so for individuals saving for college, the ability to accurately measure and potentially keep pace with tuition inflation is important.  Recently, in this video, S&P Dow Jones Indices joined with Enduring Investments to discuss the newly launched S&P Target Tuition Inflation Index.  Below is a summary of the questions and Read more […]

Oil’s Price Rise Boosts All Equity Sectors, But One

The S&P GSCI Crude Oil Total Return is up 15.2%, its biggest six day gain, ending Aug. 18, 2016, since the six day gain of 16.1%, ending on Apr. 13, 2016.  As both the IMF (International Monetary Fund) and IEA (International Energy Agency) consider the oil price as a major input to global GDP estimates, and the IMF states the Read more […]

Rising Rates’ Silver Linings

Bond values will, definitionally, fall when interest rates rise. However, different types of bonds have differing characteristics. The chart below shows the annual performance of the S&P 500 Bond Index and the S&P/BG Cantor 7-10 US Treasury Bond Index. (The S&P/BG Cantor 7-10 US Treasury Bond Index is the treasury index most similar to the Read more […]