Tag Archives: global equities

Jan 7, 2021

How and Why Are Market Participants Accessing REITs in the Current Climate?

Can REITs help unlock potential income opportunities in today’s markets? S&P DJI’s Priscilla Luk and Samsung Asset Management’s Alex Yang take a closer look at practical applications for REITs in the current environment.

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Dec 6, 2020

Where Are Yield Seekers Uncovering Potential Income Opportunities?

While ongoing market uncertainty has dampened property transactions in Asia and bond yields continue to lag, expanded access to REITs could provide a potential income source for yield seekers in Asia. Samsung Asset Management’s Alex Yang joins S&P DJI’s Priscilla Luk for a closer look at how indexing works for REITs in Asia.

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Nov 23, 2020

Is South Korea Crowding Your Emerging Markets Allocation?

Key to evaluating core international equity benchmarks is an understanding of the country exposures offered. Developed and emerging market country classification differences between index providers may lead to notable geographic exposure differences across market segments. One of the most meaningful instances of this involves South Korea, which S&P DJI has classified as a developed market…

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Nov 5, 2020

Is Canada Inadvertently Excluded from Your International Equity Allocation?

For a U.S. investor, developed market exposure outside of the U.S. is a core building block in forming a comprehensive global portfolio. In part because of its status as the world’s first international equity index, MSCI EAFE enjoys a commanding market presence for international equity benchmarks. It also serves as the underlying index for many…

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Oct 22, 2020

Indian Investments in Global Equities: From Zero to Hero

India has been one among many countries that favor a strong home bias in their investment portfolios. There have been many theories put forth on what causes the bias and research has been undertaken to understand it. Whether it is the ease of local information access, regulatory concerns, investor preferences, cost concerns, transactional viability, or…

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Oct 21, 2020

The S&P Global BMI’s Comprehensive Small-Cap Segment

The S&P Global BMI’s small-cap segment provides the most comprehensive measure of global small-cap securities in the market. Introduced in 1989, the S&P Developed SmallCap was the first global index covering the small-cap size range.1 At the time, international equity investing almost exclusively focused on large- and mid-cap companies, as defined by MSCI’s “Standard” index…

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Oct 14, 2020

Global Diversification in 2020 – Is India Seeing This Opportunity?

The year 2020 has been unique, with the COVID-19 pandemic bringing unprecedented changes to economic activity that no one was fully prepared for, as well as record levels of volatility in financial markets. But such disruption not only creates innovation, it also gives opportunities to contrarian options and allows new themes to emerge dominant. India…

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Oct 1, 2020

The Unmatched Value of a Consistent Approach to Global Benchmarking

Before making its permanent home at S&P DJI in 2004, the S&P Global BMI Series was introduced 15 years prior by Salomon Brothers in 1989. Although MSCI EAFE has the honor of being the first international equity index, the S&P Global BMI lays claim to a number of important firsts in the global indexing industry—the…

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Jul 31, 2020

A Dynamic, Diverse, Multi-Asset Approach to ESG

The S&P ESG Global Macro Index is designed to capture potential opportunities across market conditions through a rules-based, geographically diverse, dynamic mix of ESG equities and fixed income.

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Jul 17, 2020

Why Should You Diversify?

When international stock returns lag, investors may feel tempted to double down on their home market. Historical data suggests the long-term benefits of diversifying globally. With US stocks outperforming non-US stocks in recent years, some investors have again turned their attention toward the role that global diversification plays in their portfolios. In the five-year period…

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