Tag Archives: growth
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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Exploring Growth at a Reasonable Price: S&P/ASX 200 GARP Index
What innovative strategies are market participants increasingly exploring to measure growth? S&P DJI’s Jason Ye sits down with Andrew Geoghegan from ausbiz to discuss how GARP, or growth at a reasonable price, is an approach that is gaining traction in the Australian market.
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Tracking Next Gen Factors across Economic Regimes
Why does index methodology matter when evaluating the next generation of factor solutions? S&P DJI’s Elizabeth Bebb and Xtrackers’ Sturmius Schneider explore the metrics powering the next generation of S&P 500 factor indices and how these new tools are helping inform market participants applying factors strategically and tactically.
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Big Tech, Breadth and Balance
U.S. equity markets have been whipsawed in the past few days, with initial optimism surrounding Big Tech earnings powering the S&P 500® to an intraday high, and subsequent disappointing reactions to earnings coupled with the Fed’s decision to hold rates steady leading to a sharp retreat for The 500®. The pullback in Tech and the…
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…
Introducing the S&P 500 GARP 100 Index
The S&P 500® GARP 100 Index, launched on Nov. 24, 2024, sits at the intersection of value and growth strategies. Its objective is to identify 100 constituents from the S&P 500 that exhibit strong growth while maintaining reasonable valuations and high quality attributes. Methodology The index employs a two-step selection process. First, it identifies the…
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Measure Twice, Cut Once
U.S. large-cap growth has been outperforming this quarter, thanks in part to unusually strong contributions from a few single-stock winners. With higher dispersion among performance, market participants might conclude that it’s a good time to pick stocks or appoint a fund manager to do it for them. However, while the rewards for picking winners may…
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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…
Understanding GARP Strategies
How is a GARP strategy different from a traditional growth or value strategy? S&P DJI’s Jason Ye sits down with Andrew Geoghegan from Ausbiz to unpack the growth at a reasonable price approach and explore its relevance to market participants in Australia.
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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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