Sean Freer
Director, Global Equity Indices, S&P Dow Jones Indices
China Equities Diverge from Developed and Emerging Markets
China, the world’s second-largest market by both GDP and stock market capitalization, is showing itself to be a worthy diversifier, with low correlations to other equity markets. While many developed and emerging stock market indices have traded more in sync since the onset of the COVID-19 pandemic, China has performed differently, with both domestic China…
The S&P China 500 Rebounded 7.1% in Q4 2022, Recovering a Portion of Its 2022 Losses
The S&P China 500 gained 7.1% in Q4 2022, gaining back some of the losses exhibited earlier in 2022. Despite the strong quarter, Chinese equities underperformed global and emerging markets in Q4, as these segments broadly bounced back from the heavy losses of Q3. The S&P China 500 declined 24.4% in 2022, likewise underperforming global…
An Index Approach to World Cup Success
Football fanatics across the globe are watching closely to see which of the 32 countries that qualified for the FIFA World Cup finals in Qatar will raise the trophy in glory. Every four years, the global spotlight scrutinizes each nation’s footballing prowess (or lack thereof). Beyond coaches, pundits and tacticians, the World Cup gives plenty…
- Categories Equities
- Tags equities, global equities, S&P Frontier BMI, S&P Global BMI, US FA, World Cup
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A Weakening Aussie Dollar Puts Offshore Earners in the Spotlight
The days of Australian-U.S. dollar parity are becoming a distant memory, as U.S. dollar strength has seen the value of the Australian equivalent reach a recent low of just under 63 cents, a decline of over 13% from year-end levels. The weakening of the Australian dollar could have significant implications for the share prices of…
The S&P China 500 Dropped 20.3% in Q3 2022 as China Equities Caught Up with The Global Sell-Off
The S&P China 500 saw its largest quarterly drawdown in seven years, declining 20.3% in Q3 2022. While Chinese equities outperformed their global and emerging market counterparts in Q2, they significantly underperformed in Q3 and have now caught up with 2022’s global market downturn, with the S&P China 500 now in the red 29.4% YTD….
Value’s Resurgence in the S&P/ASX 200
Those who implement style investing will have noticed a recent reversal of fortunes for the value approach following a long spell of underperformance. Since the inception of the S&P/ASX 200 Growth and S&P/ASX 200 Value in 2017, the back-tested approach has seen growth top value in 12 out of the past 17 calendar years. However,…
The S&P China 500 Added 2.8% in Q2 2022, as China Equities Held up During a Broad Global Sell-Off
The S&P China 500 bucked the trend of a broad market downturn, posting a 2.8% gain for Q2 2022. In terms of sectors, Consumer Discretionary and Consumer Staples grew nearly 15% each over the quarter, while the Industrials and Energy sectors were also additive to performance. The S&P China 500 outperformed the broader S&P Emerging…