Tag Archives: high inflation
The S&P GARP Index Series Expands to Include S&P MidCap 400 and S&P SmallCap 600 Versions
The S&P 500® GARP (Growth at a Reasonable Price) Index was launched in February 2019 to strike a balance between pure growth and pure valuation. Due to its popularity among market participants, this index series has recently been expanded to include the S&P MidCap 400® GARP Index and the S&P SmallCap 600 GARP® Index. The…
The S&P 900 Dividend Revenue-Weighted Index: A Standout Performer in a Challenging Year for Equity Markets
2022 was a difficult year for equity investors as rising interest rates, increasing geopolitical risks and slowing economic growth put downward pressure on equities. However, factors such as dividend yield and value fared much better than the broader equity market due to their shorter durations. Despite this challenging economic environment, the S&P 900 Dividend Revenue-Weighted…
- Categories Factors
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- Factors
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Making a Virtue of Necessity
When the market declines by nearly 24%, as the S&P 500® did in the first nine months of 2022, investors typically lick their wounds and wonder what comes next. Spoiler alert: I don’t know. But there are ample historical data to explore amidst our befuddlement. First, the bad news: Exhibit 1 shows that there is…
- Categories Equities, S&P 500 & DJIA
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S&P 500 GARP Index: Growth at a Reasonable Price Anyone?
While growth stocks have the potential to grow at a rate significantly above the market, they have faltered during 2022 on the back of high inflation and rising interest rates. For market participants toying with the idea of when and how to get back in, the S&P 500® GARP (Growth at a Reasonable Price) Index…
- Categories Equities
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- Equities
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