Liquidity in Latin American Equity Markets: A Tale of Two Trends
During recent years, Latin American flagship indices have exhibited strong performance, surpassing the gains of the broader emerging markets segment: in local currency terms, the S&P Latin America BMI has posted 10.0% annualized performance over the past five years, while the S&P Emerging BMI has trailed with 7.7% annualized performance. During this period, all local…
Cashing in the Chips?
The rally in U.S. equities continued in May, with the S&P 500® posting 11 all-time closing highs during the month. A key catalyst for the market’s upward march has been optimism surrounding companies benefiting from the boom in AI. The beneficiaries of the investment in AI are no longer just the mega-cap hyperscalers, but the…
The Search for Elusive Outperforming Active Funds in Japan
As readers of our SPIVA® Scorecards know, beating the market is difficult. Finding those few managers capable of doing so consistently may be even harder. Of the 933 active equity funds domiciled in Japan, more than 80% underperformed their respective benchmarks in 2025.1 Yet even among the minority that did outperform, the bigger question remains:…
New Tools for Tracking Sector Liquidity
How is index data helping market participants make more informed decisions at the sector level? S&P DJI’s Anu Ganti and Agatha Malinowski discuss how the new Sector Liquidity Monitor in the U.S. Sector Dashboard means investors can now get sector performance, factor exposure, fundamental metrics and liquidity all in one resource to inform sector strategy decisions.
Latin Markets: Still Dancing to the Same Beat
Just as Latin American musicians dominated global charts in 2025, the region’s equities delivered quite the performance last year. While markets navigated shifting interest rates and economic transitions, Latin America stood out as a top-performing region worldwide. The S&P Latin America BMI hit a high note, surging by 53.8% for the year, outperforming the S&P…
SPIVA Special Report: Heroes in Haystacks
Can Hero Funds save portfolios? S&P DJI’s Joe Nelesen takes a closer look at our special SPIVA report examining the performance of multi-asset portfolios of funds versus weighted blends of indices.
The Kingdom’s Edge: Finding Asymmetry and Growth in Saudi Equities
In early 2026, equity markets were shaken by the outbreak of war in the Middle East, triggering sharp energy price spikes and renewed inflation concerns. This blog explores how despite the challenging backdrop, Saudi Arabian equities have shown notable resilience, demonstrating their diversification characteristics during periods of heightened downside risk in global markets. Gauging Saudi…
The S&P 500 Catholic Values Index: 10 Years and Counting – Part 2
The S&P 500® Catholic Values Index has a decade-long track record that highlights the historical effectiveness of its sector-neutral approach to values-based indexing. An important feature of the S&P Catholic Values Indices Methodology is its sector weight redistribution approach. Rather than allowing exclusions to create potential sector tilts, the weights of excluded companies are proportionally…
The Significance of Select Sectors to APAC
As investors across the globe have wrestled with the impact of AI on the U.S. tech sector, valuation concerns, inflation jitters and more, U.S. markets have underperformed their Pan Asian peers. The S&P 500® has trailed the S&P Pan Asia BMI by 8% YTD,1 however the tide may be turning. Thanks to optimism surrounding easing…
Using Select Sectors to Evaluate Opportunities and Risks
What’s the relevance of U.S. sectors globally in the current landscape? Join S&P DJI’s Hamish Preston and State Street Investment Management’s Matt Bartolini as they explore the Select Sector Indices and how they are helping market participants evaluate and express sector views across evolving market conditions.
- Categories Equities
- Tags GICS, S&P 500 Sectors, Select Sector Indices, Select Sectors, U.S. sectors, US FA
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