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Tag Archives: global equities

Jan 19, 2023

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.

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Jan 18, 2023

Global Islamic Indices Declined Over 20% YTD, Underperforming Conventional Benchmarks in 2022

Global equities partially recovered from the losses accumulated throughout the year by increasing 9.9% during Q4, as measured by the S&P Global BMI, ending 2022 with a loss of 18.2%. Meanwhile, Shariah-compliant benchmarks, including the S&P Global BMI Shariah and Dow Jones Islamic Market (DJIM) World Index, also increased during the quarter, but they underperformed…

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Jan 17, 2023

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.  

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Dec 15, 2022

Safe Harbors and Silver Linings

As we reflect on this year’s notable market themes, one trend is certain: it has been a tumultuous market characterized by rate hikes and inflation concerns across regions, with significant losses across asset classes. Crypto market performance added to jitters, with the S&P Cryptocurrency LargeCap Index down 66% YTD. Losses throughout the year culminated in…

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Dec 8, 2022

An Index Approach to World Cup Success

Football fanatics across the globe are watching closely to see which of the 32 countries that qualified for the FIFA World Cup finals in Qatar will raise the trophy in glory. Every four years, the global spotlight scrutinizes each nation’s footballing prowess (or lack thereof). Beyond coaches, pundits and tacticians, the World Cup gives plenty…

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Oct 19, 2022

Islamic Benchmarks Continued to Fall in Q3, in Line with Conventional Indices

Global equities dropped 6.6% in Q3 2022, as measured by the S&P Global BMI, accumulating a loss of 25.6% YTD. Meanwhile, Shariah compliant benchmarks, including the S&P Global BMI Shariah and Dow Jones Islamic Market (DJIM) World Index, managed to outperform their conventional counterparts by 0.6%. Overall, regional broad-based Shariah and conventional equity benchmarks accumulated…

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Sep 22, 2022

The U.S. Dollar’s Outperformance Makes Its Impact on Indices, Too

U.S. dollar strength has led to parity in EUR-USD exchange rates in recent days, with the value of the euro equaling 99 U.S. pennies at its low. While 114 U.S. pennies were still required to equal the British pound sterling, “cable”—the GBP-USD rate—has reached its lowest since 1985. In Asia, the Japanese yen has suffered…

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Aug 24, 2022

Using Indices to Help Align ESG Goals and Values

Take a closer look at the importance of index construction and underlying data across the ESG spectrum with S&P DJI’s Ben Leale-Green.    

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Jul 20, 2022

Steep Declines for Islamic Benchmarks in Q2, Lagging Conventional Indices YTD

Global equities fell 15.7% during Q2, as measured by the S&P Global BMI, accumulating losses of 20.4% YTD. Shariah-compliant benchmarks, including the S&P Global BMI Shariah and Dow Jones Islamic Market (DJIM) World Index, continued to underperform their conventional counterparts YTD in part due to continued weakness in the Information Technology sector, which fell 30.1%…

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Jun 15, 2022

Why What’s Inside the Style Box Matters

Take a closer look at the style spectrum with S&P DJI’s Garrett Glawe and explore how index construction influences risk/return.

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