Tag Archives: Index Construction

Higher Turnover Ahead For S&P 500? Not Necessarily!

Associate Director, U.S. Equity Indices

S&P Dow Jones Indices

June 8, 2020 - 1:12 pm

The emergence of COVID-19 caused sizeable recalibrations in financial markets as investors grappled with the anticipated impacts on people’s lives and on economic activity. Given many companies saw significant drops in market capitalizations amid the recent market sell-off, and in light of expectations for companies’ earnings to suffer from reduced economic activity, some may be Read more […]

Also tagged:
earnings, GICS sectors, Hamish Preston, methodology, S&P 1500, S&P 500, S&P MidCap 400, S&P SmallCap 600, S&P U.S. Equity Indices Methodology, turnover

Who Fuelled the Oil Bonds Bubble?

Tim Edwards

Managing Director, Index Investment Strategy

S&P Dow Jones Indices

April 11, 2016 - 10:39 am

Category: Fixed Income, Strategy

It has become popular to blame passive investors and index funds for the recent rise (and fall) in prices for U.S. high yield bonds. The thesis – placing passive investors as the culprit – goes as follows: There have been material, positive flows into passive bond funds, at the expense of active funds. Passive bond funds Read more […]

Also tagged:
2016, active v. passive, bond, energy, High Yield, Index Investment Strategy, oil, Tim Edwards

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