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Sep 13, 2023

The Case for Timber

Timber is an essential resource and a genuine building block of human civilization. Its use in building construction and as a fuel source have made it integral to the functioning of our societies and world economy. On the flip side, our dependence on timber, combined with a lengthy regeneration time, means we are steadily using…

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Jul 26, 2023

Energy Transition Progression in H1 2023

As we kick off the second half of 2023, we wanted to review some of the key developments from the first half of the year in the clean energy space and review the results of the S&P Global Clean Energy Index Series rebalance from April. Key Developments Government Spending in Clean Energy Space Continues in…

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Jul 5, 2023

S&P GSCI Mid-Year Recap and Lithium Added to S&P GSCI Electric Vehicle Metals Index

Surging futures activity on CME Group’s lithium contract allowed for entry into the S&P GSCI Electric Vehicle (EV) Metals Index. This milestone reflects the changing nature of indices to maintain a representative share of the global commodities market. The largest and most recognizable benchmark for commodities, the S&P GSCI, reviews contract eligibility for existing and…

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Mar 22, 2023

Measuring Home Prices

Compared to stock and bond markets, where prices update continuously throughout the trading day, the value of residential real estate is hard to observe; and while one buyer’s shares of stock XYZ are interchangeable with another’s, houses are not similarly fungible. Yet the value of an investor’s house is often a significant component of his…

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Mar 8, 2023

First Islamic Indices Based on S&P/ASX Series Launched

S&P DJI is launching its first S&P/ASX Shariah Indices, which aim to track the performance of Shariah-compliant stocks in the S&P/ASX 200 and the S&P/ASX 300. This launch comes in the context of increased interest in the Muslim community for Shariah investing in Australia. The Muslim community in Australia accounts for 3.2% of the population,…

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Mar 8, 2023

International Women’s Day Embraces Equity

March 8th marks International Women’s Day, an event that honors and celebrates women worldwide and that has been observed for over a century. This year’s theme is Embracing Equity, and it highlights the fundamental difference between equality and equity. While these words are often used interchangeably, the former means giving everyone equal opportunities, while the…

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Feb 13, 2023

Digging Into Digital Assets

How does indexing work for cryptocurrency and digital assets? S&P DJI’s Sharon Liebowitz discusses how indices are bringing transparency to digital assets, key components of index design, and potential use cases for index-based crypto strategies.

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Feb 9, 2023

Why Indexing Can Be Applied to Thematics

Index funds, which hardly existed 50 years ago, now play a prominent role in global financial markets. But passive investing does not dominate in every market segment. Recently, we have seen exponential growth in so-called “thematic” investing, with a proliferation of themes in areas like cybersecurity, robotics and electric vehicles. This more granular space is…

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Jan 18, 2023

Global Islamic Indices Declined Over 20% YTD, Underperforming Conventional Benchmarks in 2022

Global equities partially recovered from the losses accumulated throughout the year by increasing 9.9% during Q4, as measured by the S&P Global BMI, ending 2022 with a loss of 18.2%. Meanwhile, Shariah-compliant benchmarks, including the S&P Global BMI Shariah and Dow Jones Islamic Market (DJIM) World Index, also increased during the quarter, but they underperformed…

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Nov 30, 2022

Measuring Megatrends with Indices

How do the S&P Kensho New Economies track long-term transformational trends? S&P DJI’s Anu Ganti and State Street Global Advisors’ Dan Braz take a closer look at how machine learning and a unique methodology may be construed as a fusion of active/passive in a rules-based framework.

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