Tag Archives: BMV

Multi-Factor Strategy in Mexico: The S&P/BMV IPC Quality, Value & Growth Index

Passive use of factor strategies began with growth and value style investing. S&P Dow Jones Indices now offers single- and multi-factor indices that provide exposure to growth, quality, value, momentum, size, yield, and low volatility factors. Factors perform differently depending on market conditions, economic cycles, or investor sentiment. Timing factors can be difficult. Many market Read more […]

A Look at the Investability and Replicability of the S&P/BMV IPC

In a prior blog, Getting to Know the S&P/BMV IPC – An Iconic Representation of the Mexican Equity Market, we examined the evolution of the S&P/BMV IPC and tracked its role from being a financial market indicator to serving as the basis for index-linked liquid investment products. In this blog post, we look at the Read more […]

Getting to Know the S&P/BMV IPC – An Iconic Representation of the Mexican Equity Market

2018 marks the 40th anniversary of the S&P/BMV IPC, launched on Oct. 30, 1978, as part of the Mexican market revolution. Honoring that milestone, we revisited the evolution of the index that has since become an icon of the Mexican equity market.[1] As of Dec. 31, 2017, Mexico had 141 listed domestic companies, with a Read more […]

Mexican Currency and Elections

General elections (president, senate, and chamber of deputies) are around the corner. The eyes of every Mexican and many people around the globe are on the Mexico-Brazil match of the World Cup—wait, that is another story. Nobody knows what the outcome of the elections will be. We have seen different events where the polls were Read more […]

Does the S&P/BMV Mexico Target Risk Index Series Provide Inflation Protection?

As of Dec. 31, 2017, the year-over-year change in inflation for Mexico registered at 6.77%, a figure that raised concerns within the pension fund industry. One of the key risks facing retirees is the erosion of purchasing power of investment returns due to high inflation. Developing economies, such as Mexico, are more susceptible to rising Read more […]