Tag Archives: financials
Is It Value? Is It Growth? The International Financials Sector Can Now Be Both
The Financials sector has traditionally been categorized as value (i.e., stocks considered undervalued but with stable fundamentals) instead of growth (i.e., stocks with higher valuations but that are expected to grow faster than the market). Historical data supported this perception until recently (see Exhibit 1). By the end of May 2026, the weight gap for…
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Digging into the Divide in Global Financials
Since the beginning of 2025, the global Financials sector has experienced a significant shift. For several years, across the developed world, the sector had been sailing in roughly the same direction, though generally the U.S. at a higher rate of knots. In 2025, market winds blew the S&P 500 Financials (Sector) and the S&P World…
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Australian Small Caps Advance amid Higher Gold Prices
The third quarter of 2025 was notable for a number of market milestones. There were 12 days when the S&P/ASX 200 reached a new all-time high at market close. The movements of the flagship market index and new highs were widely reported; however, lesser known is the outperformance of the S&P/ASX Small Ordinaries compared to…
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2024 S&P U.S. Style Indices Rebalancing: Key Sector Shifts and Impacts
The S&P U.S. Style Indices underwent their annual rebalancing in December 2024, leading to significant changes in sector exposures. Particularly, the S&P 500 style reclassification led to above-average turnover, as shown in Exhibit 1. While the S&P 500 Growth’s turnover was not unusual, the S&P 500 Value’s turnover was relatively high compared to the historical…
What Makes the S&P/B3 Ingenius Index Different?
See how the S&P/B3 Ingenius Index provides the Brazilian market with a dynamic lens for tracking global innovation.
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What Makes the S&P/BMV Ingenius Index Different?
See how the S&P/BMV Ingenius Index provides the Mexican market with a dynamic lens for tracking global innovation.
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