Tag Archives: ETFs
A Quick Look at Key USD Indices and Fixed Income ETF Flows This Year
2022 marked a full year of rate hikes, unprecedented since the Global Financial Crisis, which propelled short-term yields upward and in turn ultimately caused the 10-2 spread1 to fall below zero in the second half of 2022, where it has since stayed. Recent market expectations suggest that the end of rate rises is perhaps in…
- Categories Fixed Income
- Other Tags
Lessons from 20 Years of Equal Weight
How has equal-weight compared with cap-weight historically? S&P DJI’s Hamish Preston and Invesco’s Nick Kalivas explore how differences in index construction have influenced index performance, sector and factor composition, and results in the latest SPIVA Scorecards.
Exploring the Defensive Advantage
Take a closer look at the participation and protection characteristics of sector and defensive factor indices with S&P DJI’s Craig Lazzara and Anu Ganti.
- Categories Factors
-
Other Tags
Anu Ganti, Craig Lazzara, defense beyond bonds, defensive factor indices, Defensive indices, efficient frontiers, factor indices, growth factor, low volatility high dividends, minimum volatility, participation and protection, quality factor, rising rates, S&P Dividend Aristocrats, Sector indices, US FA, volatile markets
- Categories
- Factors
- Other Tags
- Anu Ganti, Craig Lazzara, defense beyond bonds, defensive factor indices, Defensive indices, efficient frontiers, factor indices, growth factor, low volatility high dividends, minimum volatility, participation and protection, quality factor, rising rates, S&P Dividend Aristocrats, Sector indices, US FA, volatile markets
Examining the Dividend Risk Premium
How do you measure the dividend risk premium on the S&P 500 and why does it make sense to track with an index? S&P DJI’s Michael Mell takes a custom look at indexing dividend futures with Metaurus Advisors’ Rick Silva, and Compass Point Financial’s Andrew Jones.
Indexing Income: How Are Insurers Diversifying with Dividends?
As insurers face one of the most challenging bond markets in decades, many insurance companies are looking for different ways to generate revenue. S&P DJI’s Raghu Ramachandran and Rupert Watts join State Street Global Advisors’ Ben Woloshin for a closer look at how and why some insurers are implementing indexed-based equity strategies.
- Categories Strategy
- Other Tags
Examining Tactical Approaches to Sectors
Why does sector dispersion matter and how can it inform tactical approaches to sectors? S&P DJI’s Elizabeth Bebb and Invesco’s András Vig explore how sector dispersion can impact long-term asset allocations.
- Categories Equities
- Other Tags
Understanding an Icon: 30 Years of Indexing the S&P 500
How has the adoption of passive investing grown since the first U.S. ETF on the S&P 500 launched 30 years ago? S&P DJI’s Tim Edwards and Elizabeth Bebb join SPDR ETF’s Rebecca Chesworth to discuss the global role of the S&P 500.
- Categories Equities
- Other Tags
- Categories
- Equities
- Other Tags
A Spider Spins a SPIVA Special
Thirty years ago, Bill Clinton was getting ready for his inauguration as the 42nd U.S. president, the S&P 500® closed a little over 430 and the latest edition of Business Week was trumpeting that 1993 would be “The Year of Picking Wisely” in the stock market. Meanwhile, a different kind of security was about to…
- Categories Equities, S&P 500 & DJIA
- Other Tags
SPIVA and the Case for Indexing
What’s driving the rise of passive investing? Take a deep dive into the active vs. passive debate as S&P DJI’s Craig Lazzara explores what two decades of SPIVA has to say about why active has historically tended to underperform passive around the world.
- Categories Equities
- Other Tags
- Categories
- Equities
- Other Tags
Defending with S&P Dividend Growers
How does constructing high capacity indices focusing on stable dividend growers and excluding potential value traps, tend to lead to higher profitability, reduced volatility, and greater risk-adjusted performance than the benchmark? S&P DJI’s Pavel Vaynshtok, Vanguard’s Janel Jackson, and MJP Wealth Advisors’ Brian Vendig take a closer look at the S&P Dividend Grower Indices.
- Categories Strategy
- Other Tags