Sherifa Issifu
Senior Analyst, U.S. Equity Indices, S&P Dow Jones Indices
Connecting the S&P/ASX 200 to U.S. Equity Icons
Many market participants have a “home bias,” typically having larger exposures to domestic securities than would be determined by their representation in the global opportunity set. Australia is no exception: compared to Australia’s 2% weight in the S&P Global BMI, Australian investors allocated an estimated 49% of their total equity allocation to domestic stocks at…
Potential Applications of U.S. Equities for Asia-Based Investors
Many investors have a so-called “home bias,” allocating to their domestic market in greater proportion than would be expected based on its representation in global equity markets. Asia-based investors are no exception. Here we present our U.S. equity icons as one potential way to provide diversification for Asian investors. The breadth and depth of the…
An Israeli Home with a U.S. Twist
Our new research paper shows that Israeli investors have a greater home bias than other nations: they have invested more heavily in domestic equities and allocated to the U.S. in lower proportions than their developed markets peers such as the U.K., Europe and Canada. With U.S. equities making up nearly 60% of the S&P Global…
What’s in a U.S. Equity Index?
2022 was the worst year for U.S. equity indices since 2008’s Global Financial Crisis, with the S&P 500® entering a bear market and declining 18% in 2022. Despite the market blues, there were some relative winners: the S&P DJI U.S. Core Indices beat their MSCI counterparts last year, driven by differences in their methodologies. Below…
Balancing the Scales in U.K. Equity with the S&P 500
Our recent paper Why Does the S&P 500® Matter to the U.K.? argues that the S&P 500 presents an opportunity for U.K. investors to diversify their revenue exposure and sector weights across geographies. Since British investors typically suffer from a substantial home bias, such diversification presents an opportunity to improve the risk/return profile of a…
When the Winds Change
“Change is the investor’s only certainty.” Thomas Rowe Price, Jr. 2022 marked several major changes in market trends amid a substantial shift in global macroeconomic regimes. After historic levels of stimulus, multi-decade highs in inflation across several major economies led to monetary tightening. This shift weighed on asset classes in many regions, and traditional routes…
- Categories Equities, Factors
- Tags 2022, 2023, energy, Energy Select Sector, factors, S&P 500, S&P 500 Energy, S&P 500 Equal Weight, S&P 500 Equal Weight Index, S&P 500 Pure Value, S&P 500 Value, sector, sectors, Sherifa Issifu, Style, U.S Equity Indices, U.S., U.S. Core, U.S. Equities, U.S. factors, U.S. sectors, U.S. style, United States
- Tags
- 2022, 2023, energy, Energy Select Sector, factors, S&P 500, S&P 500 Energy, S&P 500 Equal Weight, S&P 500 Equal Weight Index, S&P 500 Pure Value, S&P 500 Value, sector, sectors, Sherifa Issifu, Style, U.S Equity Indices, U.S., U.S. Core, U.S. Equities, U.S. factors, U.S. sectors, U.S. style, United States
Do Friendly Bears Exist?
“Never sell the bear’s skin before one has killed the beast.” Jean de La Fontaine. On Wall Street, bear markets represent declines of at least 20% from their highs. But on Main Street, bears are anthropomorphized as friendly. Here we look at whether bears can also be “friendly” in financial markets, looking at the S&P…
Green Pools: Evolving ESG Trading Ecosystems
Compared to the wide range of liquid, tradable instruments associated to more traditional benchmarks like the S&P 500®, the trading ecosystem of ESG-based investment products is still in its infancy. But, with the increased volume in listed futures linked to the S&P 500 ESG Index and S&P Europe 350® ESG Index, change is afoot. Of…
- Categories ESG
- Tags 2022, Canada FA, clean energy, climate, ecosystem, equities, ESG, ETF, ETFs, futures, IET, Index Investment Strategy, liquidity, market efficiency, Net Zero, Option, options, passive management, S&P 500, S&P 500 ESG Index, S&P DJI ESG, S&P Europe 350 ESG, S&P Europe 350 ESG Index, Sherifa Issifu, Trading, Trading Volumes, U.S., U.S. Equities, US FA, volumes
- Categories
- ESG
- Tags
- 2022, Canada FA, clean energy, climate, ecosystem, equities, ESG, ETF, ETFs, futures, IET, Index Investment Strategy, liquidity, market efficiency, Net Zero, Option, options, passive management, S&P 500, S&P 500 ESG Index, S&P DJI ESG, S&P Europe 350 ESG, S&P Europe 350 ESG Index, Sherifa Issifu, Trading, Trading Volumes, U.S., U.S. Equities, US FA, volumes
Paint by Numbers: SPIVA Latin America Year-End 2021
The S&P Indices Versus Active (SPIVA®) Scorecard1 provides a rich tapestry of data and insights on the active versus passive debate by comparing the performance of actively managed funds to their corresponding passive benchmarks. The SPIVA Latin America Scorecard is one of several regionally focused reports and covers the performance of active funds in Brazil,…
- Categories Equities, Fixed Income
- Tags 2021, Active, active management, Active vs. Passive, Brazil, Chile, Index Investment Strategy, Latin America, Mexico, Passive, S&P Brazil BMI, S&P Brazil LargeCap, S&P Brazil MidSmallCap, S&P Chile BMI, S&P/BMV IRT, Sherifa Issifu, SPIVA, SPIVA Latin America, Year-End 2021
- Categories
- Equities, Fixed Income
No Time to Thrive
S&P DJI has just released the final regional edition of our S&P Index Versus Active (SPIVA®) Mid-Year 2021 Scorecards. The semiannual reports cover the performance of actively managed funds in the U.S., Canada, Latin America, Europe, South Africa, India, Japan, Australia, and our newest regional addition, the Middle East and North Africa (MENA). SPIVA Scorecards…
- Categories Equities, Fixed Income
- Tags 2021, Active, active management, Active vs. Passive, ASX, Australia, Brazil, BSE, canada, Canada FA, Chile, Europe, Index Investment Strategy, India, japan, Latin America, Mexico, Passive, S&P 500, S&P Brazil BMI, S&P BSE 100, S&P Chile BMI, S&P Europe 350, S&P Pan Arab Composite, S&P TOPIX 150, S&P/ASX 200, S&P/BMV IRT, S&P/TSX Composite, Sherifa Issifu, South Africa, SPIVA, SPIVA Around the World, SPIVA Australia, SPIVA Canada, SPIVA Europe, spiva india, SPIVA Japan, SPIVA Latin America, SPIVA Mena, SPIVA South Africa, SPIVA U.S., TOPIX, TSX, US FA
- Categories
- Equities, Fixed Income
- Tags
- 2021, Active, active management, Active vs. Passive, ASX, Australia, Brazil, BSE, canada, Canada FA, Chile, Europe, Index Investment Strategy, India, japan, Latin America, Mexico, Passive, S&P 500, S&P Brazil BMI, S&P BSE 100, S&P Chile BMI, S&P Europe 350, S&P Pan Arab Composite, S&P TOPIX 150, S&P/ASX 200, S&P/BMV IRT, S&P/TSX Composite, Sherifa Issifu, South Africa, SPIVA, SPIVA Around the World, SPIVA Australia, SPIVA Canada, SPIVA Europe, spiva india, SPIVA Japan, SPIVA Latin America, SPIVA Mena, SPIVA South Africa, SPIVA U.S., TOPIX, TSX, US FA