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Marco Zhang

Quantitative Analyst, Index Investment Strategy, S&P Dow Jones Indices

Marco Zhang is a Quantitative Analyst, Index Investment Strategy at S&P Dow Jones Indices (S&P DJI). The Index Investment Strategy team provides research and commentary on the entire S&P DJI product set, including U.S. and global equities, commodities, fixed income and economic indices.
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Mar 17, 2026

The Takaichi Trade: How Dispersion Shaped Japanese Active Funds’ Fortunes

Amid a strong year for global equities in 2025, the latest SPIVA® Japan Scorecard showed that most active funds in Japan struggled to outperform their assigned benchmarks. An interesting finding in the report was the striking difference in relative performance between actively managed Japanese Large-Cap funds and Japanese Mid-/Small-Cap funds. Just 49% of Japanese Large-Cap…

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