Tag Archives: Equities

S&P High Yield Dividend Aristocrats Part I: Strategy Characteristics

With the 10-Year Treasury yield around just 1.5% and the potential for more interest rate cuts on the horizon, yield-seeking investors may become more interested in equity dividend yield strategies. Dividend strategies can satisfy investors’ needs in several regards, namely higher dividend income, favorable risk-adjusted returns, lower volatility, and more downside protection in bearish market Read more […]

Get to Know Mid-Cap U.S. Equities

S&P Dow Jones Indices’ recent paper “The S&P MidCap 400®: Outperformance and Potential Applications” shows that mid-cap stocks have often been overlooked in favor of other size ranges in investment practice and in academic literature. This is despite the fact that the S&P MidCap 400 has outperformed the S&P 500® and the S&P SmallCap 600® Read more […]

S&P and Dow Jones Islamic Market Indices Largely Outperformed Conventional Indices in Q2 2019

Developed Market Indices Continued to Outperform Conventional Indices, Emerging Markets Lagged Global S&P and Dow Jones Shariah-compliant benchmarks outperformed their conventional counterparts YTD in 2019, as Information Technology—which tends to be overweight in Islamic indices—has been a sector leader, while Financials—which is underrepresented in Islamic indices—continued to underperform the broader market. The S&P Global BMI Read more […]

S&P MARC 5% (ER) Index Q2 2019 Performance: Bitten by the Gold Bug

The second quarter of 2019 reinforced the upside potential of S&P MARC 5% Excess Return (ER) Index diversification, which compliments traditional risk management benefits. With the equities and fixed income components having good, but not stellar, Q2 performance, we have to look to gold to understand the driver of the S&P MARC 5% (ER) Index’s Read more […]

The Case for Dividend Futures Contracts

The S&P 500® Dividend Points Index tracks dividend payments of S&P 500 constituents, based on a fixed initial market capitalization, independent of equity price changes. The index cannot be invested in directly, but it is tracked by futures contracts listed on the Chicago Mercantile Exchange (CME). Currently, the annual dividend futures are available up to Read more […]

Not Melting Yet

Despite the hovering cloud of geopolitical menace as we entered 2019, the U.S. equity market enjoyed an almost seamless rise through the first four months of the year. May’s retreat reacquainted investors with volatility and served as a reminder that the market is near all-time highs, having enjoyed a more or less sustained increase for Read more […]

Historic Start for U.S. Equities Continues into the Start of May

The S&P 500® was up 3.93% in April, marking the fourth consecutive month of gains. The YTD gain of 17.51% was the best since 1987 and the fifth-best in the entire history of the index. The index set a new all-time high in April, surpassing the previous high close from Sept. 20, 2018. This completed Read more […]

Buffetted Performance

Tomorrow, Warren Buffett and 30,000 of his closest friends will gather in Omaha for Berkshire Hathaway’s annual meeting.  The loyalty of long-term Berkshire shareholders is the stuff of legend, as is the investment performance that produced it.  $100 invested in Berkshire stock at the end of 1968 would have grown to more than $850,000 by Read more […]

S&P 500® Closes at New Record High

The S&P 500 closed April 23, 2019, at a new record high. The index’s closing value of 2,933.68 is the highest since the 2,930.75 posted on Sept. 20, 2018. From that previous high, the benchmark declined 19.86% to 2,351.10 by Dec. 24, 2018, narrowly avoiding bear market territory. December 2018 was the second-worst December in Read more […]

Market Conditions Favored Government Bond Funds in Second Half of 2018

The SPIVA® U.S. Year-End 2018 Scorecard shows a reversal of the relative short-term performance of fixed income funds at the end of 2018 from six months prior. Combined with the interest rates move, this might shed some light on understanding the duration positioning of active funds. We focus on government bond funds for our analysis, Read more […]