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…
- Categories Factors
- Tags factors, quality, S&P 500 Quality Index, US FA
- Categories
- Factors
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.”
S&P DJI’s Global Islamic Benchmarks Outperformed Conventional Peers in H1 2026
Global equities showed solid gains in the first half of 2026, supported by strong earnings in semiconductor-related industries. Conventional benchmarks rose across regions, with both global and developed markets posting double-digit gains, while emerging markets advanced at a slower pace, partly reflecting U.S. dollar strength. MENA equities continued to lag, weighed down by geopolitical tensions…
Why U.S. Sectors Matter to Europe
The first half of 2026 was notable for U.S. equity markets1 and was characterized by sharp sector performance reversals, particularly in S&P 500® Information Technology and S&P 500 Energy. Both sectors were up 20% YTD through Q2,2 but they took very different paths to get there. During the first quarter, Energy stocks had an outsized…
Finding the Golden Mean with a Buffered Strategy
For many market participants, the priority is not pursuing every inch of a bull market run but rather participating while managing downside risk. This desire for a more predictable investment experience has contributed to the growth of buffered (or defined outcome) strategies, which aim to balance participation in market gains with a defined level of…
Parsing Productive Assets with the S&P Pantera Digital Asset Index
Moving beyond Narrative: A Fundamental Lens on Digital Assets Digital asset markets have evolved rapidly, but the tools used to evaluate them have not kept pace. Many crypto strategies have historically been shaped by market narratives, momentum or broad exposure to the largest tokens.1 Designed with the crypto and blockchain investment firm Pantera Capital and…
35/20 Vision: The S&P 500 Capped 35/20 Indices
As U.S. equity markets continue to reach new highs, market leadership has become increasingly concentrated among a handful of large-cap stocks. The S&P 500 Capped 35/20 Indices use weight caps to maintain diversification within sector-specific benchmarks. Each index in the range comprises all constituents from its respective GICS® sector of the S&P 500® while mitigating…
2026 YTD Commodities Surge amid Renewed Inflation
S&P GSCI Outpaced BCOM, Stocks and Bonds We recently published The S&P GSCI: Built for the Cycle, a 10‑year analysis of how broad commodity indices behaved across differing inflation regimes, and why the S&P GSCI’s production‑weighted design historically demonstrated a higher inflation beta than alternatives such as the Bloomberg Commodity Index (BCOM). This blog is…
- Categories Commodities
- Tags commodities, energy, inflation, real assets, S&P GSCI
- Categories
- Commodities
S&P 500: America’s Benchmark
Cathy Clay, CEO of S&P Dow Jones Indices, and Lynn Martin, President of the NYSE Group, recently met on the trading floor of the New York Stock Exchange to discuss how the S&P 500 connects America’s past, present and future. Drawing on the index’s nearly 70-year legacy, they examine what has made the benchmark so iconic—its role…
- Categories S&P 500 & DJIA
- Tags large-cap U.S. equities, S&P 500, The 500, Trump Accounts, U.S. equities
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- S&P 500 & DJIA
