S&P TIP Global AllCap Index: A New Tool for Tracking Diversification and Limiting Concentration Risk in Global Equities
How does an index framework built with diverse constituents from 48 global markets help address concentration concerns in an efficient, simplified way?
Broadening the Base
Despite recent declines upon renewed geopolitical concerns, the S&P 500® hit two all-time closing highs last week thanks to reduced expectations for a Fed rate hike after a soft jobs report and robust corporate earnings. One of the tailwinds of the market’s rally has been the broadening of performance beyond the mega cap hyperscalers,1 a…
Extending Market Representation: Public-Private Blends in Investment Solutions
A Changing Composition of Equity Markets Public equity indices have traditionally aimed to represent the broad investable ecosystem. They remain a core building block for investors seeking equity market insight, and benchmarks including the S&P 500® continue to play this role effectively. However, structural changes in capital markets suggest that public equities may not always…
Taking the Pulse: What Private Wealth Managers Are Saying in ARC’s Market Sentiment Survey (Q2 2026)
Private wealth managers occupy an important position between public markets and end-investor portfolios. Their views can offer useful context on how market narratives are translating into allocation preferences, risk appetite and implementation choices. ARC Research,1 now part of S&P Dow Jones Indices, tracks these views through its quarterly Market Sentiment Survey. In its 63rd edition,…
Exploring the Rise of ETF Usage in Insurance General Accounts
What’s driving growth in ETF usage among insurers to all–time highs? S&P DJI’s Anu Ganti and Nick Didio share key takeaways across asset class, company size and geography from their latest research, “ETFs in Insurance General Accounts – 2026.”
S&P DJI’s Global Islamic Benchmarks Outperformed Conventional Peers in H1 2026
Global equities showed solid gains in the first half of 2026, supported by strong earnings in semiconductor-related industries. Conventional benchmarks rose across regions, with both global and developed markets posting double-digit gains, while emerging markets advanced at a slower pace, partly reflecting U.S. dollar strength. MENA equities continued to lag, weighed down by geopolitical tensions…
Why U.S. Sectors Matter to Europe
The first half of 2026 was notable for U.S. equity markets1 and was characterized by sharp sector performance reversals, particularly in S&P 500® Information Technology and S&P 500 Energy. Both sectors were up 20% YTD through Q2,2 but they took very different paths to get there. During the first quarter, Energy stocks had an outsized…
35/20 Vision: The S&P 500 Capped 35/20 Indices
As U.S. equity markets continue to reach new highs, market leadership has become increasingly concentrated among a handful of large-cap stocks. The S&P 500 Capped 35/20 Indices use weight caps to maintain diversification within sector-specific benchmarks. Each index in the range comprises all constituents from its respective GICS® sector of the S&P 500® while mitigating…
Choppy Chips
The U.S. market has been buffeted by swings in the performance of semiconductor companies, as investors have become increasingly anxious about the outlook for the tech sector and whether a regime change is in store. The choppiness has been global in nature, sparked by a steep sell-off in Korean chipmakers, with the S&P Korea BMI…
A New Normal for Institutional ETF Usage
North American institutional asset owners have been using exchange-traded funds (ETFs) for more than a decade, but the way they use them has evolved. What began as a set of short-term tactical applications—manager transitions, portfolio completion and liquidity management—has expanded into long-term strategic uses. Sizable assets are now being deployed and held in ETFs for…
- Categories Equities, Fixed Income
- Tags asset owners, ETF usage, institutional investor, passive investing
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- Equities, Fixed Income
