Sam Stovall
U.S. Equity Strategist, S&P Capital IQ
Explore new territories with greater confidence
S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
Your Gateway to Index Data
Explore new territories with greater confidence
Our Services
Professional Resources
S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
Asset Class
Themes
By Region
Our Exchange Relationships
S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
Equity
Fixed Income
Commodities
Dividends & Factors
Multi-Asset
Other Strategies
Sustainability
Thematics
Digital Assets
Indicators
For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
Research & Insights
Education
Performance Reports
SPIVA®
For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
Events & Webinars
Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
S&P DJI has an extensive history of delivering robust and transparent benchmarks to the financial industry and always endeavors to deliver high quality indices in conformity with our core values and in compliance with all applicable laws and regulations as well as industry standards and guidelines. S&P Global's Code of Business Ethics coupled with S&P DJI policies and procedures set the standard for an effective governance program.
Find out what makes our indices tick—access index policies and methodologies, GICS® structure definitions, rebalancing and holiday schedules, and other information related to index calculation and maintenance.
Governance
Methodologies
Consultations
Our consultations enable members of the investment community to provide feedback on potential changes to index methodologies.
Your Gateway to Index Data
SPICE
Your Gateway to Index Data
S&P Global Offerings
Featured Topics
Featured Products
Events
U.S. Equity Strategist, S&P Capital IQ
As U.S. Equity Strategist, Sam Stovall serves as analyst, publisher and communicator of S&P Capital IQ’s outlooks for the economy, market, and sectors. He is the Chairman of the S&P Investment Policy Committee, where he focuses on market history and valuations, as well as industry momentum strategies. Sam is the author of The Seven Rules of Wall Street, as well as The Standard & Poor’s Guide to Sector Investing. He writes a weekly “Sector Watch” piece on S&P Capital IQ’s MarketScope Advisor platform, as well as the weekly Investment Policy
Committee meeting notes. His work is found in S&P’s flagship weekly newsletter The Outlook.
Sam joined S&P Capital IQ in April 1989. Prior to S&P, he served as Editor In Chief at Argus Research, an independent investment research firm in New York City.
Sam received an M.B.A. in Finance from New York University and a B.A. in History/Education from Muhlenberg College, in Allentown, Pa. He is a Certified Financial Planner. In addition, Sam is a board member of W!SE (Working in Support of Education), an educational 501 (c) (3) that
aims to improve the lives of young people through programs that develop financial literacy and readiness for college and careers. He is also a Trustee of the Securities Industry Institute®, the executive development program held annually at The Wharton School of The University of Pennsylvania, as well as a trustee of Muhlenberg College.
Contact Sam: sam.stovall@spcapitaliq.com
Follow Sam on Twitter: @StovallSPCAPIQ
Technicians frequently compare the performance of the S&P Consumer Discretionary sector with the Consumer Staples sector for guidance on the market’s “risk-on” or “risk-off” trend. When the more cyclical Consumer Discretionary sector, which contains such sub-industries as autos, homebuilding and retail, outperforms the more defensive Consumer Staples group, which includes food, beverage and tobacco firms,…