Tag Archives: inflation

How is the Current Environment Impacting Your Retirement?

S&P Dow Jones Indices
April 28, 2020 - 12:45 pm
Category: Equities, Strategy

Explore how our new quarterly dashboard on S&P STRIDE can help investors better understand and plan for retirement with S&P DJI’s Hamish Preston. Get the latest dashboard: https://spdji.com/documents/commentary/dashboard-stride-2020-03.pdf.

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S&P Risk Parity Indices: Positioning for Uncertainty

Rupert Watts
Senior Director, Strategy Indices
S&P Dow Jones Indices
October 10, 2019 - 10:37 am
Category: Strategy

Uncertainty has been a common theme throughout 2019, and the third quarter proved no different. The quarter was dominated by uncertainties surrounding the U.S.-China trade talks as well as falling global growth forecasts. Demand for high-quality fixed income assets increased, pushing the yield on the 10-Year U.S. Treasury Bond down 34 bps. In spite of Read more […]

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How to Stop Worrying about Inflation

David Blitzer
Managing Director and Chairman of the Index Committee
S&P Dow Jones Indices
April 25, 2019 - 2:30 pm
Category: Blitzer's Insights, Commodities, Equities, Factors, Fixed Income, Strategy

Inflation in the US averaged 1.5% annually for the last five years with a peak of 2.9%. Despite today’s low and stable inflation numbers, anxiety that the price level will leap up is driving a search for the reasons it seems low. Today’s inflation is a bit lower than the average since 1914 of 3.2% Read more […]

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Large Caps Lag In Rebounds

Jodie Gunzberg
Managing Director, Head of U.S. Equities
S&P Dow Jones Indices
December 18, 2018 - 7:11 am
Category: Equities, S&P 500 & DJIA

The entire U.S, equity market lost on Monday, Dec. 17, 2018, meaning every one of the 42 segments by size, sector and style finished negative for the day.  This was the second day in a row with losses across the board.  From Oct. 10-11, 2018 was the last time two consecutive days with all losses Read more […]

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Leveraged Loans in a Rising Rate Environment – Carry Factor Dominates

Hong Xie
Senior Director, Global Research & Design
S&P Dow Jones Indices
October 24, 2018 - 9:00 am
Category: Fixed Income

Since the end of 2015, the U.S. Federal Reserve has raised the policy rate eight times to currently 2.0%-2.25%. The minutes of the recent September FOMC meeting reiterated the committee’s positive growth outlook and confidence on 2% inflation. Market players continued to catch up on pricing future Fed hikes. Currently the market is implying approximately Read more […]

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Ways To Avoid Getting Pink-Slipped In Retirement

Jodie Gunzberg
Managing Director, Head of U.S. Equities
S&P Dow Jones Indices
October 9, 2018 - 6:41 pm
Category: Equities, Fixed Income, Strategy

Maybe you can’t technically get fired after retiring, but running out of income in retirement is a real risk many people fear.  According to TIAA, 49% of Americans say their No. 1 goal for a retirement plan is to provide guaranteed monthly income in retirement, and 68% of Americans would first choose a retirement paycheck that Read more […]

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Other Strategies for Fixed Income in Brazil

Jaime Merino
Director, Asset Owners Channel
S&P Dow Jones Indices
September 7, 2018 - 4:14 pm
Category: Fixed Income

Over the past 10 years, the highest overnight reference rate from the Brazilian Central Bank has been 14.25% from July 2015 through September 2016. In an attempt to hold back the depreciation of the Brazilian real and to keep inflation within the target range, the reference rate dropped 775 bps to 6.50% at the end Read more […]

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Getting Smarter About Saving for College: Part 2

Jodie Gunzberg
Managing Director, Head of U.S. Equities
S&P Dow Jones Indices
August 14, 2018 - 1:36 pm
Category: Equities, Fixed Income, S&P 500 & DJIA

The stunning statistics on rising college tuition shown in Getting Smarter About Saving For College: Part 1 have led to a need for better ways to save for college.  To meet this demand, S&P Dow Jones Indices launched a new index based on research showing how tuition inflation is dependent on general inflation (linked bonds), Read more […]

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Getting Smarter About Saving For College: Part 1

Jodie Gunzberg
Managing Director, Head of U.S. Equities
S&P Dow Jones Indices
August 13, 2018 - 6:17 pm
Category: Equities, Fixed Income, S&P 500 & DJIA

Did you know there is now about $620 billion more of student loan debt than total U.S. credit card debt? Here are some more astounding statistics highlighted in our new paper: The average student loan debt for 2017 graduates was $39,400, up 6% from the prior year. About 44 million borrowers owe a total of $1.48 trillion in Read more […]

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Setting Income Goals For A Winning Retirement

Jodie Gunzberg
Managing Director, Head of U.S. Equities
S&P Dow Jones Indices
July 12, 2018 - 2:29 am
Category: Equities, Fixed Income, Strategy

“You Keep Livin’, We’ll Keep Payin’” – lottery spokeswoman, Christy Calicchia.  Most people, while they only dream of winning a lottery, understand the concept between a big lump sum payout and an annuity that says something like “either win $1 million today or win $1,000 a week for life.”  Though the concept is clear, and in Read more […]

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