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Tag Archives: diversification

Mar 27, 2024

Getting to Know the S&P 500 in Hong Kong

Why is the S&P 500 relevant to markets around the world? Take a closer look at this iconic index with S&P DJI’s Priscilla Luk and Hang Seng Investment Management’s Yvonne Ngai, including its role in our daily lives and some key highlights about why the S&P 500 is widely regarded as the best single gauge…

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Mar 20, 2024

Diversification, Equity & Indices

The results of S&P DJI’s latest SPIVA U.S. Scorecard are in: Most large-cap active managers underperformed the S&P 500® for the 14th consecutive year in a row. 60% of active large-cap funds underperformed the S&P 500 in 2023, slightly better than the long-term average of 64%, and a relatively benign result considering the dominance of…

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Mar 6, 2024

U.S. Sector Relevance to China

Chinese investors tend to exhibit high exposures to domestic equities. Incorporating U.S. equities could help Chinese investors diversify their strategies and alleviate home-country bias. For example, the S&P 500® may be relevant for exposure and sensitivity to the U.S. economy. Additionally, market participants seeking to offset domestic equity biases or express tactical views may wish…

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Mar 5, 2024

Navigating Private Credit Liquidity Challenges with Indices

What’s driving insurance companies’ increased allocation to private credit?  S&P Global Market Intelligence’s Lynn Bachstetter joins S&P DJI’s Frans Scheepers and State Street Global Advisors’ Bill Ahmuty to explore how indices like the iBoxx Liquid Leveraged Loan Index are helping insurers identify and navigate liquidity challenges in private credit markets.

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Jan 22, 2024

2023 Market Review for Asian Investors

There are potential diversification benefits for Asian investors who incorporate U.S. equities to alleviate their tendency for a home country bias. Representing nearly 60% of the global equity market, as measured by the S&P Global BMI, U.S. equities provide a larger opportunity set outside of Asia, along with potential diversification due to different economic structures…

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Nov 29, 2023

What Do Insurance Companies Need to Know About SPIVA?

How and when are insurers implementing index-based strategies as they seek liquidity, diversification, and risk mitigation? S&P DJI’s Raghu Ramachandran and Anu Ganti join BlackRock’s Andrew Masalin to discuss what’s driving passive outperformance and the use of ETFs by insurers through the lens of SPIVA.

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Sep 13, 2023

Innovating for Insurance: S&P 500 Duo Swift Index

How is intraday volatility rebalancing helping new multi-asset indices rapidly respond to changing markets? Look inside the S&P 500 Duo Swift Index, a diverse, multi-asset, risk-controlled index that is dynamic by design.  

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Aug 2, 2023

Dividends and Option Premiums: A Dual Income Story

Income generation may be sought out by a variety of market participants, including those nearing retirement and those seeking a source of passive income. An income-focused strategy requires a different approach to those focused on generating growth. Traditional sources of income include dividend-paying stocks and coupon-paying bonds. The economic landscape of the past 18 months…

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Jul 21, 2023

Introducing the S&P SmallCap 600 QVML Top 90% Multi-Factor Index

For market participants seeking to measure small-cap, multi-factor equity premia with greater diversification and historically lower tracking error (TE), S&P DJI has recently launched the S&P SmallCap 600® Quality, Value, Momentum and Low Volatility (QVML) Top 90% Multi-Factor Index. In this blog, we will examine the index construction methodology, historic performance, sector composition and factor…

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Jun 5, 2023

Connecting the S&P/ASX 200 to U.S. Equity Icons

Many market participants have a “home bias,” typically having larger exposures to domestic securities than would be determined by their representation in the global opportunity set. Australia is no exception: compared to Australia’s 2% weight in the S&P Global BMI, Australian investors allocated an estimated 49% of their total equity allocation to domestic stocks at…

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