Tag Archives: Australia
Tracking High Forecast Dividend Yield in Australia: S&P/ASX 200 High Yield Select Index
How are innovative dividend indices helping market participants make more informed decisions? Look under the hood of the S&P/ASX 200 High Yield Select Index, including how it screens to avoid potential yield traps, with S&P DJI’s Jason Ye and ausbiz’s Andrew Geoghegan.
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Navigating Fixed Income in a Changing Market: S&P/ASX iBoxx Australian & State Governments 0+ Index
How is innovative index construction supporting investment decisions in a shifting interest rate environment? S&P DJI’s Jessica Tan sits down with industry experts to share insights on how market participants can better navigate uncertainty and uncover new opportunities in fixed income through index-based strategies.
- Categories Fixed Income
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Exploring Growth at a Reasonable Price: S&P/ASX 200 GARP Index
What innovative strategies are market participants increasingly exploring to measure growth? S&P DJI’s Jason Ye sits down with Andrew Geoghegan from ausbiz to discuss how GARP, or growth at a reasonable price, is an approach that is gaining traction in the Australian market.
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S&P Global Dividend Aristocrats in Focus: S&P World Ex-Australia High Yield Dividend Aristocrats Select Index
How are dividend indices helping income seekers around the world make more informed decisions? S&P DJI’s Jason Ye joins ausbiz’s Andrew Geoghegan for a closer look at what it takes to be a Dividend Aristocrat and how the S&P World Ex-Australia High Yield Dividend Aristocrats Select Index tracks quality dividend growers.
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What Do the SPIVA Australia Results Imply for Active Portfolio Construction?
Our latest SPIVA® Australia Scorecard underscored the challenges that Australian active funds faced in converting a favorable stock-picking environment into meaningful results in 2025. Among the 831 active equity funds domiciled in Australia that we examined—spanning global equity, domestic equity and REITs—over two-thirds (570 funds) underperformed their category benchmarks. In contrast, active Australian bond funds…
- Categories Equities, Fixed Income
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Opening the Curtains on S&P/ASX Index Rebalances
For over 25 years, S&P Dow Jones Indices announced only which companies were added or removed from the S&P/ASX index hierarchy, without any further information. The March 2026 launch of the S&P/ASX Stock Selection Data Product allows market participants and index users to examine the underlying factors of the rebalances for these indices for the…
- Categories Equities
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S&P/ASX Sustainability Screened Dividend Opportunities Index: 2025 Performance Review
The S&P/ASX Sustainability Screened Dividend Opportunities Index delivered a standout performance in 2025, establishing itself as the best performer among all the S&P Factor Indices in the Australian equity landscape. The index posted a robust calendar year return of 21.22%, outpacing the S&P/ASX 300 by 10.9% (see Exhibit 1). In addition to its recent outperformance,…
- Categories Factors, Sustainability
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Australian Small Caps Advance amid Higher Gold Prices
The third quarter of 2025 was notable for a number of market milestones. There were 12 days when the S&P/ASX 200 reached a new all-time high at market close. The movements of the flagship market index and new highs were widely reported; however, lesser known is the outperformance of the S&P/ASX Small Ordinaries compared to…
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Integrating Dividend and GARP Index Strategies in the Australian Market
The S&P/ASX 200 High Dividend Index measures a selection of high-dividend-yielding stocks, while the S&P/ASX 200 GARP Index (GARP standing for growth at a reasonable price) measures the performance of the top growth stocks with high quality and value composite scores selected from the respective underlying index universe. In this blog, we will explore how…
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Upcoming Enhancements to Modernize the S&P/ASX Index Series
Since the launch of the S&P/ASX Index Series, the Australian capital market has evolved considerably. Instead of calling or faxing a stockbroker, market participants today can instantly trade stocks, ETFs, options and futures contracts with much shorter settlement times by tapping a screen in the palm of their hand. As financial markets develop, index methodologies…
- Categories Equities
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