Tag Archives: U.S. sectors

Looking Through The Sector Lens

We’ve recently noted that this month’s market turmoil created a radical reversal of factor returns, poking holes in this year’s momentum bubble. A similar trend has occurred within sectors.  During the first nine months of 2018, Consumer Discretionary and Info Tech dominated performance, as seen in Exhibit 1. For the first two weeks of October, Read more […]

Some Bite-Sized Highlights from our Sectors Webinar

We recently hosted a webinar examining the potential value in a sector-based approach to portfolio construction, their application in navigating different market environments, and some key considerations for those adopting sector-based strategies.  You can view a replay of the event here; a few highlights might whet the appetite… The Global Importance of U.S Equity Sectors Read more […]

There’s Nothing Equal About Equal Weight Returns

Let’s use the S&P 500 as a starting point since it is the most basic beta, or representation of the U.S. stock market.  Since its launch in 1957, it has grown with the stock market and has become the most widely used benchmark of the U.S. stock market with numerous products tracking it.  Although in Read more […]

Capturing Global Market Gains Using U.S. Sectors

Almost a decade after the global financial crisis, the S&P Global BMI (Broad Market Index), a measure of the global stock market has gained 234.4% from its bottom on March 9, 2009.  As of January 26, 2018, the index level was 33.7% above its pre-crisis high that happened on October 31, 2007.  Interestingly, the current Read more […]

S&P 500 Companies Issued USD 775 Billion of Bonds in 2017

2017 was the sixth consecutive year of record U.S. corporate bond issuances, as companies continued to take advantage of the accommodative environment created by low interest rates and strong investor demand. As measured by the S&P 500® Bond Index, 325 companies came to market for a total of over USD 775 billion in 2017. Approximately Read more […]