Tag Archives: equities
Seasoning to Taste
Enthusiasm over artificial intelligence (AI) has been one of the driving market forces in recent years, with investors’ expectations that certain companies stand to reap particular rewards from the application of AI propelling their valuations. This dynamic contributed to narrowing leadership among public equity market barometers and, coupled with a growing penchant for companies looking…
- Categories Equities
- Other Tags
SPIVA South Africa: Key Insights and Trends
How can the latest SPIVA Scorecard help inform investors in South Africa? S&P DJI’s Tim Edwards dives into the latest SPIVA results and the trends driving South Africa’s evolving active vs. passive landscape with Asset TV’s Mosidi Modise.
- Categories Equities, Fixed Income
- Other Tags
Why Does Index Liquidity Matter?
Explore how the equity and fixed income trading ecosystems are evolving in response to the continued growth of asset–tracking indices and what it could mean for investors with S&P DJI’s Tim Edwards and Anu Ganti.
- Categories Equities, Fixed Income
- Other Tags
The Evolution of the S&P/BMV IPC Ecosystem
Since its inception in 1978, the S&P/BMV IPC has served as Mexico’s flagship equity index, tracking the performance of the 35 largest and most liquid stocks listed on the Bolsa Mexicana de Valores (BMV). Over the decades, the index has become a cornerstone of the Mexican financial market, and the ecosystem surrounding it has grown…
- Categories Equities
- Other Tags
- Categories
- Equities
- Other Tags
The Market Measure: February 2025
Which sectors are driving market performance, and could dispersion levels signal potential opportunities? Explore global markets, sectors, and yields across the dividend spectrum.
Rates, Risk and Relative Value
It is clear that the rapid rise of the 10-year U.S. Treasury yield could have significant implications for active bond manager performance, as well as bond market volatility dynamics. But how might this affect the equity market? Another important role of U.S. Treasury yields is to act as a risk-free rate to compare to the…
- Categories Equities, Fixed Income
- Other Tags
The Global Equity Landscape: Struggles and Surprises in 2024
U.S. equity markets enjoyed a great year in 2024, but the returns in many developed equity markets were found wanting in relative terms and, in many cases, absolute terms as well. With just a few trading days left in 2024, the S&P Developed BMI has gained 22% YTD as of Dec. 13, 2024, with all…
- Categories Equities
- Other Tags
Diversifying Exceptionalism
Despite recent sharp U.S. market declines after the Federal Reserve signaled fewer than expected rate cuts, much of recent year-end market commentary has been focused on U.S. exceptionalism and the divergence of U.S. equities compared to the rest of the world. The S&P 500® was up 24.8% YTD through Dec. 18, 2024, reaching 57 all-time…
- Categories Equities, S&P 500 & DJIA
- Other Tags
Direct Indexing: Launch of MyIndex™ with S&P DJI and Brooklyn Investment Group
What’s fueling the growing interest in direct indexing? S&P DJI’s Robby Ross and Brandon Hass sit down with Erkko Etula from Brooklyn Investment Group to explore how direct indexing solutions can enable investment managers to customize leading indices like the S&P 500 to meet specific objectives.
- Categories Equities, Fixed Income
- Other Tags
The Impact of Sector Performance through the Years
What can we learn by looking at the historical performance of sectors? Join S&P DJI’s Tim Edwards and Joe Nelesen for a closer look at how the distinct risk/return profiles of individual sectors may influence their performance during different market regimes.
- Categories Equities
- Other Tags