Tag Archives: institutional investor
Ballots and Benchmarks: How Elections Shake Markets around the World
Every election season brings a familiar ritual: wall-to-wall media coverage, confident predictions and no shortage of opinions about what a given outcome will mean for markets. But does the noise translate into measurably significant market movement? And if it does, does it matter equally everywhere? To find out, we examined equity index performance around election…
- Categories Equities
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- Equities
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How and Why Institutions Are Evolving Their ETF Usage
What’s driving the continued growth of ETF adoption among institutional investors? Explore the expanded range of ETF applications across portfolio types and objectives. For a deeper dive into the trends and insights highlighted in this video, read the full research report, ETFs in Institutional Portfolios: The New Normal.
- Categories Equities, Fixed Income
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- Equities, Fixed Income
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Broadening the Base
Despite recent declines upon renewed geopolitical concerns, the S&P 500® hit two all-time closing highs last week thanks to reduced expectations for a Fed rate hike after a soft jobs report and robust corporate earnings. One of the tailwinds of the market’s rally has been the broadening of performance beyond the mega cap hyperscalers,1 a…
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Extending Market Representation: Public-Private Blends in Investment Solutions
A Changing Composition of Equity Markets Public equity indices have traditionally aimed to represent the broad investable ecosystem. They remain a core building block for investors seeking equity market insight, and benchmarks including the S&P 500® continue to play this role effectively. However, structural changes in capital markets suggest that public equities may not always…
- Categories Equities
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- Equities
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Exploring the Rise of ETF Usage in Insurance General Accounts
What’s driving growth in ETF usage among insurers to all–time highs? S&P DJI’s Anu Ganti and Nick Didio share key takeaways across asset class, company size and geography from their latest research, “ETFs in Insurance General Accounts – 2026.”
- Categories Equities, Fixed Income
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A New Normal for Institutional ETF Usage
North American institutional asset owners have been using exchange-traded funds (ETFs) for more than a decade, but the way they use them has evolved. What began as a set of short-term tactical applications—manager transitions, portfolio completion and liquidity management—has expanded into long-term strategic uses. Sizable assets are now being deployed and held in ETFs for…
- Categories Equities, Fixed Income
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- Equities, Fixed Income
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Regimes, Reversals and Risk
The S&P 500® gained 15% in Q2 2026, posting its best quarter since Q2 2020. The steady drumbeat of AI-related enthusiasm propelled the market upward despite numerous obstacles, including the war with Iran, rising inflation and fears of Fed rate hikes. However, the start of Q3 has been rocky, with a sharp sell-off in chipmakers,…
- Categories Equities
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- Equities
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SPIVA By the Numbers: A Global Perspective
How difficult is it to beat the benchmark in markets around the world? S&P DJI’s Tim Edwards takes viewers inside the latest SPIVA results and explores the challenges of active management over the long term.
- Categories Equities
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- Equities
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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…
- Categories Factors
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Cashing in the Chips?
The rally in U.S. equities continued in May, with the S&P 500® posting 11 all-time closing highs during the month. A key catalyst for the market’s upward march has been optimism surrounding companies benefiting from the boom in AI. The beneficiaries of the investment in AI are no longer just the mega-cap hyperscalers, but the…
- Categories Equities, S&P 500 & DJIA
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