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Apr 21, 2022

Global Islamic Indices Lagged in Q1 2022 in a Reversal from 2021

Global equities fell during the first quarter of the year, declining 5.5% as measured by the S&P Global BMI amid heightened volatility, surging inflation and the Russia-Ukraine conflict. Shariah-compliant benchmarks, including the S&P Global BMI Shariah and Dow Jones Islamic Market (DJIM) World Index, underperformed their conventional counterparts during the quarter, as the Information Technology…

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Apr 18, 2022

A Much-Anticipated Reversal of Fortunes for Latin American Equities

The Latin American pendulum has swung back from negative to positive returns in the past three months. The S&P Latin America 40 ended the quarter up 29.5%, its best Q1 performance since 1991. This is in stark contrast to other global equity markets, which ended in the red, with the S&P 500® losing 4.6%, the…

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Apr 4, 2022

Hedging Diversification Bets

Low volatility strategies were designed for times like the ones we’ve experienced so far in 2022. Year-to-date through March 31, 2022, equities have struggled. In the U.S., the S&P 500® was down 4.6% YTD. The S&P Developed Ex-U.S. BMI and the S&P Emerging Plus LargeMidCap fared even worse, plummeting 5.6% and 6.7% YTD, respectively. But…

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Mar 31, 2022

A Streamlined Approach to Multi-Asset with the S&P Target Risk Indices

Multi-asset strategies have been getting more attention the last few years from market participants seeking pre-packaged solutions to diversification. As more strategies evolve to be increasingly complex, including black-box allocation algorithms, multiple signals, and 10 or more components, we felt it was time to highlight a simpler, transparent index-based approach. The S&P Target Risk Indices…

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Jan 19, 2022

Latin American Equities Close 2021 in the Red for a Second Consecutive Year, Driven by Weakness in Brazil

2021 started on a hopeful note, with COVID-19 vaccines coming to save the world. However, as in many other parts of the world, Latin American countries struggled to control the pandemic’s impact on their economies and societies. Additionally, political uncertainty and civil unrest in several countries contributed to a disappointing year. While most global markets…

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Jan 18, 2022

Global Islamic Indices Advanced 20% YTD, Outperforming Conventional Benchmarks in 2021

Global equities gained in the last quarter of the year, climbing 5.8% as measured by the S&P Global BMI. Shariah-compliant benchmarks, including the S&P Global BMI Shariah and Dow Jones Islamic Market (DJIM) World Index, outperformed their conventional counterparts by approximately 2.5% in the quarter due largely to their overweight in the U.S. Information Technology…

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Nov 30, 2021

The Fed Is Doing What It Can – Will Emerging Markets Suffer What They Must?

                                        “The dollar is our currency, but it’s your problem.” Former U.S. Treasury Secretary John Connally (Feb. 27, 1917 – June 15, 1993) When John Connally uttered the famous words above, exactly 50 years ago today…

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Nov 22, 2021

Resilience to Rising Carbon Prices: Do Eurozone S&P PACT Indices Stand the Test?

“Code red for humanity.” That’s how the imminent effects of climate change were described by the UN.1 Human-induced global warming stands at 1.1°C above pre-industrial levels, and will likely reach more than 2.7°C by 2100.2 If the world is to achieve the goals of the Paris Agreement and limit global warming to 1.5°C, decarbonization is…

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Nov 3, 2021

The S&P SmallCap 600 Turns 27

The S&P SmallCap 600® celebrated its birthday last week, marking 27 years since its launch on Oct. 28, 1994. Designed to reflect the performance of small-cap U.S. equities, the index’s cumulative total returns have been affected by trends and narratives impacting the equities segment, historically. For example, Exhibit 1 shows that the S&P 600™ was…

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Oct 21, 2021

S&P China 500 Fell 10.5% in Q3, Pushed Lower by Consumer and Tech Stocks

The S&P China 500 declined 10.5% during Q3 2021, succumbing to dramatic losses across consumer- and technology-driven companies. Performance also continued to lag the broader S&P Emerging BMI and S&P Developed BMI, which fell 6.2% and 0.4%, respectively. China’s Underperformance versus Regional Peers The index likewise trailed regional benchmarks YTD—the S&P China 500 was down…

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