Tag Archives: global equities
Ballots and Benchmarks: How Elections Shake Markets around the World
Every election season brings a familiar ritual: wall-to-wall media coverage, confident predictions and no shortage of opinions about what a given outcome will mean for markets. But does the noise translate into measurably significant market movement? And if it does, does it matter equally everywhere? To find out, we examined equity index performance around election…
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S&P TIP Global AllCap Index: A New Tool for Tracking Diversification and Limiting Concentration Risk in Global Equities
How does an index framework built with diverse constituents from 48 global markets help address concentration concerns in an efficient, simplified way?
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S&P DJI’s Global Islamic Benchmarks Outperformed Conventional Peers in H1 2026
Global equities showed solid gains in the first half of 2026, supported by strong earnings in semiconductor-related industries. Conventional benchmarks rose across regions, with both global and developed markets posting double-digit gains, while emerging markets advanced at a slower pace, partly reflecting U.S. dollar strength. MENA equities continued to lag, weighed down by geopolitical tensions…
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The Taiwan Paradox: Balancing Concentration Risk with Global Diversification
Few economies are as deeply embedded in the global technology supply chain as Taiwan. Its highly sophisticated chip manufacturing network benefits from demand across a broad range of high-value end markets, from AI infrastructure and data centers to smartphones and electric vehicles. This positioning has propelled the S&P Taiwan BMI to an average annualized gain…
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The Takaichi Trade: How Dispersion Shaped Japanese Active Funds’ Fortunes
Amid a strong year for global equities in 2025, the latest SPIVA® Japan Scorecard showed that most active funds in Japan struggled to outperform their assigned benchmarks. An interesting finding in the report was the striking difference in relative performance between actively managed Japanese Large-Cap funds and Japanese Mid-/Small-Cap funds. Just 49% of Japanese Large-Cap…
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Unicorns at the Gate: How Mega IPOs Could Reshape Global and Thematic Indices
Big unicorns are outside the door waiting to join the public markets party. Recently, it has been reported that SpaceX,1 OpenAI2 and Anthropic3 are preparing for their initial public offering (IPO) in the near future. This has drawn attention not just for the size of these firms but for the impact they would have on…
Index-Based Investing in Islamic Finance: 2025 Review
The Islamic asset management industry has been experiencing growth in index-based investing, and these trends have accelerated in 2025. As of October 2025, assets under management (AUM) in exchange-traded funds (ETFs) linked to Islamic indices reached USD 7.3 billion, a 44% YTD increase (see Exhibit 1)—outpacing the 30% growth observed in the global ETF market.1…
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Rallies, Records and Relentless Restlessness: A Tale of Markets in 2025
As 2025 draws to a close, U.S. large caps boast impressive gains: after a rocky start that saw a 19% drawdown, the S&P 500® is up 18% including dividends, as of Dec. 12, significantly above its annualized total return of 10.8% since inception in 1957. The U.S. bellwether also recorded 37 all-time highs this year….
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We Never Go out of Style
Style indices have behaved differently internationally and in the U.S. This year, U.S. growth stocks, represented by the S&P United States BMI Growth (up 14.8% as of the end of September 2025), outperformed the broader U.S. market (up 14.4%). Outside the U.S., the S&P Global Ex-U.S. BMI Value (up 30.7%) has performed better (see Exhibit…
What is SPIVA?
For over two decades, S&P Dow Jones Indices has measured the performance of actively managed funds against their index benchmarks across the world through the SPIVA Scorecards. Take a closer look at the fundamental principles that guide our SPIVA research and discover the insights these scorecards offer across asset classes, regions and market segments.
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