S&P TIP Global AllCap Index: A New Tool for Tracking Diversification and Limiting Concentration Risk in Global Equities
How does an index framework built with diverse constituents from 48 global markets help address concentration concerns in an efficient, simplified way?
Mondo Mashups
Whether you call it soccer or football, there’s no denying the World Cup was a blast for North Americans and visitors alike. Off the field, one of the most enjoyable spectator sports was watching camaraderie emerge from road trips and cultural mashups. Whether it was the Tartan Army firing up the Miami Marlins, Samurai Blue…
The S&P Developed Ex-North America Dividend Growers Index: Dividend Discipline, Defensive Characteristics and Outperformance
In November 2025, S&P DJI expanded its S&P Dividend Growers Index Series by launching the S&P Developed Ex-North America Dividend Growers Index. Like its counterparts, the index focuses on companies with a consistent history of dividend payments, while excluding those with the highest yields to help reduce the risk of yield traps.1 Over the back-tested…
Indexing Autocalls
Income-oriented indexing has entered a new phase. What began with relatively straightforward option-writing indices has evolved into a broader toolkit of rules-based strategies designed to reflect more targeted outcomes. This evolution reflects a shift in investor demand beyond pure beta exposure and toward outcome-oriented solutions. In recent years, systematic derivative income strategies have grown meaningfully…
Broadening the Base
Despite recent declines upon renewed geopolitical concerns, the S&P 500® hit two all-time closing highs last week thanks to reduced expectations for a Fed rate hike after a soft jobs report and robust corporate earnings. One of the tailwinds of the market’s rally has been the broadening of performance beyond the mega cap hyperscalers,1 a…
Factor Index Leadership in Australia: Has the Tide Turned?
Last year, we published a paper reviewing the long-term performance of factor indices in the Australian market. One of the key observations from that paper was that, over the long term, quality and momentum had historically been among the strongest-performing single-factor indices. More recently, however, both quality and momentum have faced performance challenges, while enhanced…
Extending Market Representation: Public-Private Blends in Investment Solutions
A Changing Composition of Equity Markets Public equity indices have traditionally aimed to represent the broad investable ecosystem. They remain a core building block for investors seeking equity market insight, and benchmarks including the S&P 500® continue to play this role effectively. However, structural changes in capital markets suggest that public equities may not always…
S&P 500 Quality Index: Why Outperformance Is Only Half the Story
While headline returns often steal the spotlight, the path to those returns can be equally important—especially for those seeking to weather the market’s ups and downs over the long term. This underscores what makes the S&P 500® Quality Index particularly interesting: it hasn’t just outperformed the S&P 500 over the long term, but it has…
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Taking the Pulse: What Private Wealth Managers Are Saying in ARC’s Market Sentiment Survey (Q2 2026)
Private wealth managers occupy an important position between public markets and end-investor portfolios. Their views can offer useful context on how market narratives are translating into allocation preferences, risk appetite and implementation choices. ARC Research,1 now part of S&P Dow Jones Indices, tracks these views through its quarterly Market Sentiment Survey. In its 63rd edition,…
Exploring the Rise of ETF Usage in Insurance General Accounts
What’s driving growth in ETF usage among insurers to all–time highs? S&P DJI’s Anu Ganti and Nick Didio share key takeaways across asset class, company size and geography from their latest research, “ETFs in Insurance General Accounts – 2026.”
