Tag Archives: S&P 500
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.
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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 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
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- 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 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…
- Categories Equities, S&P 500 & DJIA
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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…
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…
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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…
- Categories Equities, S&P 500 & DJIA
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2023 Market Review for Asian Investors
There are potential diversification benefits for Asian investors who incorporate U.S. equities to alleviate their tendency for a home country bias. Representing nearly 60% of the global equity market, as measured by the S&P Global BMI, U.S. equities provide a larger opportunity set outside of Asia, along with potential diversification due to different economic structures…
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The Relative Value of Insights
Many investors use the start of the year to make predictions for the upcoming year and to think about ways to express views on these themes. This undertaking is not guaranteed to add value: predicting the future is incredibly difficult and success requires correctly predicting both the drivers of future performance and the upcoming impact…
Happy Days for How Long?
With less than a month left to go to close out the year, it’s a good time to reflect on the highs and lows that market participants have experienced. While the year began with a rocky start due to the Silicon Valley Bank collapse, the market continued to power forward, stumbling in Q3 as 10-year…
- Categories Equities, Fixed Income, S&P 500 & DJIA
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Who’s Naughty and Nice
At this time of year, my 9 year old excitedly polishes his boots so that, according to Hungarian tradition, Santa can fill them with sweets and toys during the night between December 5 and 6 (yes, he does arrive a few weeks early in Central Europe). Just like in years past, I am sure he…
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The Gold Standard of Indices Meet’s Today’s Technology
Meet the S&P 500 FC Index, an innovative index designed to adjust allocations based on intraday volatility signals as it seeks to increase stability, limit exposure to drawdowns, while optimizing exposure to the S&P 500 via BofA’s Fast Convergence technology.
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