Surveying the Latest SPIVA India Scorecard Results
Were active and fixed income fund managers able to keep up with their benchmarks in the latest SPIVA India Scorecard? Dive into the latest results with S&P DJI’s Bhavna Sadarangani and Benedek Vörös.
- Categories Equities, Fixed Income
- Tags Active vs. Passive, Benedek Voros, Bhavna Sadarangani, IIS, indexing, indexing India, India, Indian Composite Bond Funds, Indian ELSS Funds, Indian Government Bond Funds, institutional investor, S&P BSE 100, S&P BSE 200, s&p indices versus active, SPIVA, SPIVA India Mid-Year 2023
- Categories
- Equities, Fixed Income
Happy Days for How Long?
With less than a month left to go to close out the year, it’s a good time to reflect on the highs and lows that market participants have experienced. While the year began with a rocky start due to the Silicon Valley Bank collapse, the market continued to power forward, stumbling in Q3 as 10-year…
Tracking Thematics: How Indexing Megatrends Works
What’s driving interest in thematics and how can indices help investors target world-shaping structural trends? Join S&P DJI’s Jason Ye for a closer look at how innovative benchmarks, including the S&P Kensho New Economy Indices, are tracking long-term, market-altering themes by design.
- Categories Thematics
- Tags 4th industrial revolution, changing demographics, clean energy, Climate Transition, disruptive technology, Electric Vehicles, ESG, health care, Jason Ye, machine learning, megatrends, natural language processing, robotics, S&P Kensho New Economies, sustainability, thematics
- Categories
- Thematics
Who’s Naughty and Nice
At this time of year, my 9 year old excitedly polishes his boots so that, according to Hungarian tradition, Santa can fill them with sweets and toys during the night between December 5 and 6 (yes, he does arrive a few weeks early in Central Europe). Just like in years past, I am sure he…
- Categories Equities
- Tags 2023, Benedek Voros, equity performance, global equities, IIS, institutional investor, S&P 400, S&P 500, S&P 600, S&P BSE SENSEX, S&P Europe 350, S&P France BMI, S&P Germany BMI, S&P Italy BMI, S&P TOPIX 150, S&P TSX 60, S&P United Kingdom, S&P/HKEex LargeCap, Santa Claus Rally
- Categories
- Equities
Gold Hits All-Time Highs and DJCI Silver Tops 10% in November
“Silver and gold, silver and gold, Everyone wishes for silver and gold.” -Burl Ives My all-time favorite stop-motion animation show was the 1964 TV special Rudolph the Red-Nosed Reindeer, narrated by Burl Ives. Playing the role of Sam the Snowman, Ives sang “Silver and Gold,” paying tribute to the work of Yukon Cornelius, a prospector…
What Do Insurance Companies Need to Know About SPIVA?
How and when are insurers implementing index-based strategies as they seek liquidity, diversification, and risk mitigation? S&P DJI’s Raghu Ramachandran and Anu Ganti join BlackRock’s Andrew Masalin to discuss what’s driving passive outperformance and the use of ETFs by insurers through the lens of SPIVA.
The Gold Standard of Indices Meet’s Today’s Technology
Meet the S&P 500 FC Index, an innovative index designed to adjust allocations based on intraday volatility signals as it seeks to increase stability, limit exposure to drawdowns, while optimizing exposure to the S&P 500 via BofA’s Fast Convergence technology.
Finding Fee Savings in Fixed Income
One of the benefits of indexing is its low cost relative to active management. As indexing has grown, investors have benefited substantially by saving on fees and avoiding active underperformance. These benefits are not limited just to equities but have also extended to other asset classes including the fixed income space, where fees can play…
The November 2023 Rebalance of the S&P 500 Low Volatility Index
The S&P 500® continued its strong performance this year after posting a 9.8% gain in a span of less than three weeks from Oct. 30 to Nov. 17, 2023. During this period, the 10-year U.S. Treasury yield dropped approximately 45 bps1 and October’s year-over-year headline CPI inflation cooled to 3.2%.2 As Exhibit 1 shows, since…
- Categories Factors
- Tags factors, GICS, Low Vol, low volatility, S&P 500 Low Volatility Index, sectors, US FA
- Categories
- Factors
A Tactical Look at Sectors
How are advisors using sector data to understand market trends and inform investment decisions? S&P DJI’s Anu Ganti joins Fairlead Strategies’ Katie Stockton to discuss practical applications for sector indices.
