Introducing the S&P/BMV IPC Futures Indices: A Futures-Based View of the Mexican Equity Market
Introduction The S&P/BMV IPC is Mexico’s flagship equity index, and around it sits a growing ecosystem of investable products, including futures listed on MexDer and CME. The S&P/BMV IPC Futures Series was launched to serve that market, tracking a rolling long position in IPC futures rather than the underlying shares and published in price, excess…
Poll Position: Performance of the S&P MidCap 400 around Mid-Term Elections
The S&P 500®, the S&P MidCap 400® and the S&P SmallCap 600® measure the performance of the large-, mid- and small-cap segments of the U.S. equity market, respectively. When considered together, they provide broad coverage of the U.S. equity market; however, each index represents a distinct segment with a unique constituent profile, sector composition and…
- Categories Equities
- Tags mid caps, S&P MidCap 400, U.S. elections, U.S. equities, U.S. mid-cap equities, US FA
- Categories
- Equities
The Case for Indexing Cryptocurrencies
While indexing has been established as a core building block in traditional asset classes such as U.S. equities,1 digital assets continue to be viewed largely through the lens of individual tokens, particularly Bitcoin. Seventeen years after Bitcoin’s genesis block, the market now includes increasing institutional participation, regulated exchanges, spot ETFs and an ecosystem that extends…
Look Again, It’s Coal Outside
Lumps of coal are typically reserved for the Christmas stocking of the worst-behaved children. With the holiday season approaching, many will be hoping instead for something a little shinier and more refined. The S&P Global Mining Reduced Coal Index follows a similar philosophy. Start with a universe of mining-related companies. Focus on those with meaningful…
Greek Myths and Icelandic Sagas: Reclassifications in the Global Market Library
On Sept. 21, 2026, two markets crossed important thresholds in the S&P Dow Jones Indices (S&P DJI) global equity benchmark. Greece finished an odyssey back to developed market status after a 12-year hiatus, while Iceland rose, saga-like, to emerging market status. In this blog, we look at the details of why these changes happened and…
- Categories Equities
- Tags developed markets, emerging markets, Greece, Iceland, S&P Greece BMI, S&P Iceland BMI
- Categories
- Equities
Inside the September 2026 S&P 500 Momentum Index Reconstitution
The S&P 500® Momentum Index tracks the top 20% of S&P 500 stocks by 12-month risk-adjusted price momentum.1 Backed by persistent market trends, the index has outperformed significantly relative to the broader market in recent years (see Exhibit 1). The S&P 500 Momentum Index rebalances semiannually after the close of the third Friday of March…
- Categories Factors
- Tags defensive strategies, factors, momentum, S&P 500 Momentum Index, US FA
- Categories
- Factors
The Evolution of the S&P USD Select Leveraged Loan Index
Indices are constructed from components brought together by methodology and the market. Unlike stocks in an equity index, the constituents in the S&P USD Select Leveraged Loan Index are retired or reweighed as new loans are issued and existing loans are paid down. As a result, loan vintages from different years are mixed within the…
Charting the Clean Energy Odyssey
In Homer’s Odyssey, the title character, Odysseus, spends years away from home fighting at Troy before making the challenging journey home to Ithaca. Sirens tempt him off course, lotus flowers cause his sailors to lose sight of their objective and storms repeatedly delay the voyage. The clean energy industry has faced its own odyssey: a…
An Alternative Approach to Autocall Indices
We recently published the blog Indexing Autocalls, where we highlighted the continued investor demand for solutions that facilitate income generation—in particular, autocalls. S&P Dow Jones Indices recently launched the S&P 500 Futures 35% Volatility Compass Autocall Index, which takes a unique approach to incorporating autocall features within an index framework. The index measures the performance…
What SPIVA Measures: A New Zealand Perspective
For more than two decades, the SPIVA® Scorecards have contributed to the active versus passive debate by measuring the performance of active funds against market benchmarks. Since the publication of the first SPIVA U.S. Scorecard in 2002, the methodology has been applied consistently across regions, asset classes and market cycles.1 Performance measurement can be approached…
