Tag Archives: Brazil
Paint by Numbers: SPIVA Latin America Year-End 2021
The S&P Indices Versus Active (SPIVA®) Scorecard1 provides a rich tapestry of data and insights on the active versus passive debate by comparing the performance of actively managed funds to their corresponding passive benchmarks. The SPIVA Latin America Scorecard is one of several regionally focused reports and covers the performance of active funds in Brazil,…
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No Time to Thrive
S&P DJI has just released the final regional edition of our S&P Index Versus Active (SPIVA®) Mid-Year 2021 Scorecards. The semiannual reports cover the performance of actively managed funds in the U.S., Canada, Latin America, Europe, South Africa, India, Japan, Australia, and our newest regional addition, the Middle East and North Africa (MENA). SPIVA Scorecards…
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Let’s Talk about Survivorship – SPIVA Latin America Scorecard
The saying goes, “What does not kill you makes you stronger,” but could that strength translate into a greater chance of survival? Perhaps, especially if all future risks were equal or sufficiently similar to the one that was survived—assuming, of course, that one learned from that first experience. The survival of mutual funds could follow…
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Latin American Equities Post a Strong Second Quarter, as Economic Activity Starts to Bounce Back
What a difference a year makes. Latin American equities had a strong Q2, outperforming most regions, as the S&P Latin America BMI gained 15.7%. As of June 2021, the index had its best 12-month return since June 2007, gaining 46.6%. More than a year after the COVID-19 pandemic wreaked havoc on the global economy and…
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Despite March Comeback, Most Latin American Equity Markets Sustained Losses in Q1 2021
The first quarter was a tough one for equity markets in the region, as a stronger U.S. dollar and the ongoing impact of the COVID-19 pandemic weighed on performance. Despite a 3.1% gain in March, the S&P Latin America BMI lost 5.8% in USD in Q1 2021, while the S&P 500® gained 6.2%. At the…
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SPIVA Latin America Year-End 2020 Scorecard: Active Managers Missed an Opportunity
The recently published SPIVA® Latin America Year-End 2020 Scorecard shows that the volatile environment of 2020, though potentially favorable for high-conviction active managers, did not necessarily translate into success for active managers. SPIVA scorecards measure the performance of active funds against an appropriate benchmark. For Latin America, S&P Dow Jones Indices began publishing the scorecard…
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Latin American Equities Close the Year in the Red Despite the Strongest Q4 in 20 Years
Volatility is often the name of the game in Latin America. While 2020 was no exception, global markets also rode the COVID-19 volatility wave (see Exhibit 1). The global pandemic exacerbated uncertainty around the world and all capital markets were affected, particularly during Q1 2020. In Exhibit 1, we can see that the S&P Latin…
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SPIVA® Latin America Mid-Year 2020 Scorecard: Convergence to Underperformance
We recently published our industry-famous SPIVA report for the Latin America region. SPIVA, which stands for S&P Indices Versus Active, analyzes the performance of actively managed mutual funds against their respective category benchmark. In the case of Latin America, S&P Dow Jones Indices began publishing the scorecard in 2014, covering Brazil, Chile, and Mexico. The…
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Latin American Equity Markets Struggled to Stay Positive during Q3 amid Broader Global Equity Market Rally
In Q3 2020, we saw a continuation of the technology-led global equity market rebound with the S&P 500® up 8.9%, the S&P Europe 350® up 4.3%, and the S&P Pan Asia BMI up 8.9%, while the S&P Developed Ex-U.S. BMI and the S&P Emerging BMI were up 6.3% and 9.0%, respectively. The story was different…
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The S&P/B3 Brazil ESG Index – Introducing Sustainable Investing in Brazil
The search for strategies that identify risks and growth opportunities with a motivation in sustainable investing has never been higher for emerging markets. Environmental, social, and governance (ESG) investing provides a way for investors to go above and beyond traditional financial considerations by focusing on a variety of impactful topics relevant to corporations. These topics…
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