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Sue Lee

Director and APAC Head of Index Investment Strategy, S&P Dow Jones Indices

Sue Lee is Director and APAC Head of Index Investment Strategy at S&P Dow Jones Indices (S&P DJI). The group provides research and commentary on S&P DJI’s entire product set, including U.S. and global equities, fixed income, commodities and economic indices. Prior to joining S&P DJI in 2023, Sue worked as an equity derivatives strategist at Merrill Lynch and J.P. Morgan, where she published market analyses and trade ideas for the Asia Pacific region. She also worked for a family office in Hong Kong where she managed a multi-asset portfolio. Sue is a CFA charterholder and holds a master’s degree in financial engineering from University of California at Berkeley, as well as a bachelor’s degree in business from Seoul National University.
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Jan 26, 2024

S&P DJI’s Global Islamic Equity Benchmarks Surged Nearly 12% in the Final Quarter, Outperforming Conventional Benchmarks in 2023

Global equities witnessed a strong Q4 2023 as slowing inflation and the potential for lower interest rates improved market sentiment drastically. The S&P Global BMI rallied 11.4% for the quarter, finishing the year with an impressive 21.9% return. Middle East and North Africa (MENA) equities rose 6.4% in Q4, as measured by the S&P Pan…

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Jan 22, 2024

2023 Market Review for Asian Investors

There are potential diversification benefits for Asian investors who incorporate U.S. equities to alleviate their tendency for a home country bias. Representing nearly 60% of the global equity market, as measured by the S&P Global BMI, U.S. equities provide a larger opportunity set outside of Asia, along with potential diversification due to different economic structures…

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