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Aug 17, 2022

What’s Inside the Real Estate Select Sector?

Explore how a rules-based approach to tracking real estate companies in the S&P 500® impacts dividend yield and diversification.

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Aug 17, 2022

Defensive Dynamics

2022 has been a tumultuous year characterized by reversals, with the S&P 500® down 20% in the first six months of the year and rebounding by 9% in July. In this uncertain environment, seeking defensive exposures via sectors could mitigate portfolio risk, but a nuanced perspective may be required to understand which sectors offer the…

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Aug 11, 2022

The S&P Systematic Global Macro Index Outperformed YTD

U.S. equities rebounded in July thanks to earnings from mega-cap technology and major oil companies. The S&P 500® surged 9.2%, posting its best month since November 2020 and reversing its 8.3% loss in June. Nevertheless, the S&P 500 remains in correction territory, down 13.1% from its Jan. 3, 2022, record high. The S&P Systematic Global…

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Aug 8, 2022

Infrastructure to Strengthen a Portfolio in Volatile Times

Key Observations: Infrastructure owners and operators provide real asset exposure in inflationary environments Opportunities for yield on infrastructure continue to be relatively strong Infrastructure companies have delivered consistent operating margins over time How can investors power through the rising inflation, low real yields and sluggish profits in today’s volatile markets? The answer may be pure-play…

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Aug 8, 2022

Exploring the S&P 500 ESG Leaders Index – Goldilocks’ Choice of the S&P ESG Index Series

S&P Dow Jones Indices (S&P DJI) launched the S&P 500® ESG Leaders Index in February 2022. The index sits within our S&P ESG index offerings, which has been designed to offer different solutions to reflect the wide range of ESG index investment needs. Sustainable investing continues to gain traction for a multitude of reasons—one being…

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Aug 3, 2022

Ship Ahoy: Introducing the S&P GSCI Freight Indices

On Aug. 1, 2022, S&P Dow Jones Indices (S&P DJI) launched a series of S&P GSCI Freight Indices, the first of their kind in the market and an expansion of the single-commodity offering of indices based on the S&P GSCI. The S&P GSCI Freight Indices are designed to provide reliable and publicly available performance benchmarks…

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Aug 2, 2022

Time Sensitivity and Volatility Management

We all know that in the long run, the U.S. stock market has performed very well, compounding at well over 10% per year for nearly a century. We also know that sometimes the market performs very poorly, as the S&P 500®’s 20% decline in the first half of 2022 reminds us. For an investor who…

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Aug 1, 2022

Commodities Rise 36% in 2022 after a Flat July

The S&P GSCI remained flat in July, holding on to a 36% YTD gain despite the bearish sentiment permeating the broad financial markets. This benchmark for world commodities has proven its merit during extremely hot inflation. The Fed hiked interest rates another 75 bps to fight inflation late in the month, but several factors across…

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Jul 28, 2022

Schrödinger’s Carbon: Intensity and Paris Alignment

In quantum mechanics, Schrödinger’s Cat refers to the paradoxical consequences of a thought experiment: can a cat be simultaneously dead and alive? A similarly counterintuitive phenomenon can be found in the context of climate-based analysis: whereby an index may boast a relatively low carbon intensity and yet, perhaps surprisingly, not be judged as aligned with…

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Jul 27, 2022

What Fixed Income Index Liquidity Means for Insurers

How are index-based strategies helping insurers measure and address liquidity in their portfolios? Take a closer look at the why index liquidity matters with S&P DJI’s Nick Godec, Morgan Stanley’s Meredith Shaw, and BlackRock’s James Winslow.

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