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Tag Archives: information technology

Feb 27, 2024

Building on Tradition: India’s Digital Reboot

India’s synonymous relationship with excellence in the field of technology is well known. This includes a notable roster of Indian-origin CEOs at the helm of global technology companies such as Adobe, Alphabet, IBM and Microsoft.1 This leadership is not only seen in companies abroad but also within India’s own borders, building on its reputation as…

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Jan 22, 2024

2023 Market Review for Asian Investors

There are potential diversification benefits for Asian investors who incorporate U.S. equities to alleviate their tendency for a home country bias. Representing nearly 60% of the global equity market, as measured by the S&P Global BMI, U.S. equities provide a larger opportunity set outside of Asia, along with potential diversification due to different economic structures…

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Dec 6, 2023

Happy Days for How Long?

With less than a month left to go to close out the year, it’s a good time to reflect on the highs and lows that market participants have experienced. While the year began with a rocky start due to the Silicon Valley Bank collapse, the market continued to power forward, stumbling in Q3 as 10-year…

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Sep 14, 2023

S&P U.S. Indices Mid-Year 2023: Analyzing Relative Returns to CRSP

Following a challenging 2022, H1 2023 hosted a recovery among U.S. equities: the S&P 500® (up 16.9%) posted its fourth-best first half since 1996, and there were gains across the market cap spectrum. But on a relative basis, and in contrast to longer horizons, the S&P Core U.S. Equity Indices lagged their CRSP counterparts in…

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Sep 12, 2023

S&P U.S. Indices H1 2023: Analyzing Relative Returns to Russell

After a challenging year in 2022, the U.S. equity market saw a strong turnaround in the first half of 2023, with the S&P 500® up 17% since year-end 2022. Exhibit 1 shows that the rebound was also observed across the cap spectrum. Returns in the second quarter outperformed the first quarter after the market shook…

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Jul 13, 2023

S&P/ASX All Technology Index Boosted by Tech Turnaround

Following a poor 2022, the Information Technology sector has proven itself to be the outstanding performer in Australian equities in 2023. Despite rising interest rates, higher bond yields and weakening consumer confidence, market participants have still seen value in the Tech sector thus far in 2023. Tech’s turnaround has benefited the S&P/ASX All Technology Index,…

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Apr 26, 2023

Equally Weighting within Sectors: Impact and Potential Applications

The outperformance of equal weight indices is well documented, especially for the S&P 500® Equal Weight Index’s 20 years of live history. Equal Weight’s relative returns reflect the impact of several important index characteristics. For example, smaller-size exposure and (anti-) momentum effects together account for around 75% of the historical variation of its relative returns….

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Apr 14, 2023

A Fast Start to 2023 for the S&P China 500 – Returning 5.0% in Q1

The S&P China 500 gained 5.0% in Q1 2023, continuing to claw back some of the losses exhibited in 2022. Developed markets broadly had a strong quarter, with Chinese equities underperforming global equities while outperforming emerging markets. Communication Services led sector performance for the start of 2023, up over 20%. Energy and Information Technology also…

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Mar 16, 2023

2023 GICS Changes: S&P Global 1200 Impact Analysis

Revisions to the Global Industry Classification Standard (GICS®) structure are primed to go into effect after the close of business on Friday, March 17, 2023. While the changes are not as extensive as in previous iterations, they affect the GICS structure at all levels and this article examines the impact of the changes on the…

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Mar 15, 2023

GICS Changes Are upon Us

As time passes, we draw ever closer to the date of the GICS® changes scheduled to take effect after the market close on March 17, 2023. There are five changes being implemented, some of which will move companies among sectors and others that will move companies within sectors. Recent blogs have announced these changes: GICS…

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