Choppy Chips
The U.S. market has been buffeted by swings in the performance of semiconductor companies, as investors have become increasingly anxious about the outlook for the tech sector and whether a regime change is in store. The choppiness has been global in nature, sparked by a steep sell-off in Korean chipmakers, with the S&P Korea BMI…
Don’t Call It a Comeback: Value’s Ascendance Continues in Australian Equities
The S&P/ASX 200 Value gained 20.20% over the financial year ending June 30, 2026, outperforming the S&P/ASX 200 by more than 14% and its counterpart, the S&P/ASX 200 Growth, by more than 25%. This represents the index’s strongest one-year relative outperformance in over 16 years. Following a long period in which Australian companies with growth…
Mexico Rating Actions: Market Impact through the Lens of Bond Indices
Mexico’s recent rating actions have brought renewed attention to the country’s sovereign credit profile. Moody’s downgraded Mexico in May 2026, while S&P Global Ratings revised its outlook to negative. For fixed income investors, the key question is not only what changed from a ratings perspective, but also how those events translated into market performance. Bond…
Measuring Liquid Commodities through Changing Markets
How does a commodity index track liquid futures while seeking to address inflation and volatility in global markets? Look inside the DJCI 3 Month Forward – Quarterly Reweight, a rules-based index that emphasizes diversification and liquidity through a methodology with four distinct elements.
A Three-Year Milestone: Revisiting the S&P 500 Sector-Neutral Dividend Aristocrats Index
In June 2023, S&P DJI expanded the S&P Dividend Aristocrats® Series with the launch of the S&P 500® Sector-Neutral Dividend Aristocrats Index. The addition proved timely, as over the past three years, the technology-driven Information Technology and Communication Services sectors have fueled much of the S&P 500’s significant gains amid the rise of AI. While…
A New Normal for Institutional ETF Usage
North American institutional asset owners have been using exchange-traded funds (ETFs) for more than a decade, but the way they use them has evolved. What began as a set of short-term tactical applications—manager transitions, portfolio completion and liquidity management—has expanded into long-term strategic uses. Sizable assets are now being deployed and held in ETFs for…
- Categories Equities, Fixed Income
- Tags asset owners, ETF usage, institutional investor, passive investing
- Categories
- Equities, Fixed Income
Anchoring Equity to Economic Activity: The Power of Revenue Weighting
Market-cap-weighted indices like the S&P 500® that offer a broad measure of the market have long served as the foundation of passive investing. With valuations at elevated levels and sector concentration—particularly in technology—near historic highs, we examine alternative weighting methods that may provide broader and complementary views. Revenue weighting offers a complementary approach: by weighting…
Tracking High Forecast Dividend Yield in Australia: S&P/ASX 200 High Yield Select Index
How are innovative dividend indices helping market participants make more informed decisions? Look under the hood of the S&P/ASX 200 High Yield Select Index, including how it screens to avoid potential yield traps, with S&P DJI’s Jason Ye and ausbiz’s Andrew Geoghegan.
Regimes, Reversals and Risk
The S&P 500® gained 15% in Q2 2026, posting its best quarter since Q2 2020. The steady drumbeat of AI-related enthusiasm propelled the market upward despite numerous obstacles, including the war with Iran, rising inflation and fears of Fed rate hikes. However, the start of Q3 has been rocky, with a sharp sell-off in chipmakers,…
- Categories Equities
- Tags active management, dispersion, emerging markets, information technology, institutional investor, passive investing, S&P 100, S&P 500 Ex-S&P 100 Index, S&P 500 Top 10 Index, S&P MidCap 400, S&P Semiconductors Select Industry Index, S&P SmallCap 600, Semiconductors, Technology Select Sector Index, U.S. equities, US FA
- Categories
- Equities
- Tags
- active management, dispersion, emerging markets, information technology, institutional investor, passive investing, S&P 100, S&P 500 Ex-S&P 100 Index, S&P 500 Top 10 Index, S&P MidCap 400, S&P Semiconductors Select Industry Index, S&P SmallCap 600, Semiconductors, Technology Select Sector Index, U.S. equities, US FA
A New Take on Commodities: Inside the Dow Jones Commodity Index 3 Month Forward – Quarterly Reweight
In this blog, we introduce the Dow Jones Commodity Index 3 Month Forward – Quarterly Reweight (DJCI 3MQT). Launched in August 2025, the DJCI 3MQT is a variant of the Dow Jones Commodity Index (DJCI). The DJCI 3MQT has historically outperformed the S&P GSCI and the Bloomberg Commodity Index (BCOM): over the 10-year period ending…
