Tag Archives: Kensho
Smart Factories to the Supply Rescue
With the global economy ramping up from the depths of the COVID-19 pandemic, labor shortages and supply chain bottlenecks are hampering manufacturers. Fortunately, there is relief on the way. Digitalization is sweeping through manufacturing plants and transforming today’s sleepy mills into the smart factories of tomorrow. The catalysts include several of the technological forces driving…
Moonshots: Catching Lightning in a Bottle?
We introduced the S&P Kensho Moonshots Index (the Moonshots index) and its constituent next-generation innovators in our previous blog. An express intent of the index is to identify innovative companies early in their gestation, when the opportunities for rapid growth may be higher. In this blog, we examine how effective the index is at capturing…
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Measuring Innovation: Essential Insights in an Era of Disruption to the Global Economy
Introducing the S&P Kensho Moonshots Index – Next-Generation Innovators Innovation risk ranks as one of the most significant existential threats faced by companies today. The Fourth Industrial Revolution, and the attendant widespread disruption to the global economy, has significantly amplified an already established trend: accelerating change and the ever-decreasing lifespans of companies, or what the…
A Conundrum in a Different Key
Volatility, dispersion, and correlation are elements of what we’ve elsewhere characterized as The Active Manager’s Conundrum. Active managers should prefer: Low volatility, which is typically associated with higher returns High dispersion, which means a larger payoff for correct stock selections High correlation, which reduces the opportunity cost of a concentrated portfolio The conundrum arises because…
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- S&P 500 & DJIA, Strategy, Thematics
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