What’s Inside the Real Estate Select Sector?
Explore how a rules-based approach to tracking real estate companies in the S&P 500® impacts dividend yield and diversification.
- Categories Equities
- Tags ETFs, indexing real estate, indexing REITs, indexing sectors, real estate companies, real estate development, real estate investment trusts, real estate management, real estate sector, Real Estate Select Sector, S&P 500, S&P Dow Jones Indices, Sector Diversification, Select Sector Indices
- Categories
- Equities
Defensive Dynamics
2022 has been a tumultuous year characterized by reversals, with the S&P 500® down 20% in the first six months of the year and rebounding by 9% in July. In this uncertain environment, seeking defensive exposures via sectors could mitigate portfolio risk, but a nuanced perspective may be required to understand which sectors offer the…
Infrastructure to Strengthen a Portfolio in Volatile Times
Key Observations: Infrastructure owners and operators provide real asset exposure in inflationary environments Opportunities for yield on infrastructure continue to be relatively strong Infrastructure companies have delivered consistent operating margins over time How can investors power through the rising inflation, low real yields and sluggish profits in today’s volatile markets? The answer may be pure-play…
Time Sensitivity and Volatility Management
We all know that in the long run, the U.S. stock market has performed very well, compounding at well over 10% per year for nearly a century. We also know that sometimes the market performs very poorly, as the S&P 500®’s 20% decline in the first half of 2022 reminds us. For an investor who…
Steep Declines for Islamic Benchmarks in Q2, Lagging Conventional Indices YTD
Global equities fell 15.7% during Q2, as measured by the S&P Global BMI, accumulating losses of 20.4% YTD. Shariah-compliant benchmarks, including the S&P Global BMI Shariah and Dow Jones Islamic Market (DJIM) World Index, continued to underperform their conventional counterparts YTD in part due to continued weakness in the Information Technology sector, which fell 30.1%…
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…
Latin American Equities Fall Back to Earth in Q2
Following a stellar Q1 in which the S&P Latin America BMI jumped 25%, the regional equity market fell back to Earth as second-quarter losses more than offset first-quarter gains. However, the region remained a relatively bright spot compared to global equities more broadly, as the S&P Latin America BMI was only down 3.5% YTD compared…
Patience Is a Virtue
With the first half of 2022 in the books, commentators have noted that this year’s -20.0% total return for the S&P 500® is the worst January-June result in more than 50 years. Painful as the first six months were, what might they tell us about the rest of the year? History gives us both bad…
Tracking Australia’s Growing Agribusiness Sector
The United Nations estimates a 70% increase in food supply is needed to meet a projected 2050 global population of 9.6 billion. With 70% of its agricultural production exported today, Australia could play an integral role in meeting increased demand from the global supply chain. Join Nadine Blayney of Ausbiz, Daphne van der Oord of…
Tumultuous Trends
The S&P 500® posted its worst first-half performance since 1970,1 as inflation concerns, Fed rate hikes and slowing economic growth have weighed on markets. Mega caps were hit particularly hard, with the S&P 500 Top 50 posting a loss of 22%, underperforming the S&P 500 by 2%. Exhibit 1 shows that Information Technology was the…
