Tag Archives: Mexican equities
The Evolution of the S&P/BMV IPC Ecosystem
Since its inception in 1978, the S&P/BMV IPC has served as Mexico’s flagship equity index, tracking the performance of the 35 largest and most liquid stocks listed on the Bolsa Mexicana de Valores (BMV). Over the decades, the index has become a cornerstone of the Mexican financial market, and the ecosystem surrounding it has grown…
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How the Improvement of Sustainability Data Enables a More Robust S&P/BMV Total Mexico ESG Index
In partnership with Bolsa Mexicana de Valores (BMV Group), S&P Dow Jones Indices (S&P DJI) launched the S&P/BMV Total Mexico ESG Index in June 2020, providing investors an opportunity to express their views on Mexican equities with a sustainability lens. The index is designed to measure the performance of stocks within the S&P/BMV Total Mexico…
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The S&P/BMV IPC during Each Presidential Administration in Mexico
On Oct. 1, 2024, a new presidential administration took office in Mexico amid a series of constitutional reforms and a new political landscape. Political change can create uncertainty, so it is useful to analyze past periods to identify trends and gain insights on the effects of similar events. How did the S&P/BMV IPC and the…
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Meet the New and More Diversified S&P/BMV IPC
S&P Dow Jones Indices launched a consultation in May 2023 proposing certain methodology changes to the S&P/BMV IPC with the overall goal of reducing single-stock concentration and simplifying rather complex eligibility and selection criteria. After receiving feedback from market participants, a revised version of the proposal was approved in September 2023 and a two-phased implementation…
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Hedging Inflation with the S&P/BMV IPC
Inflation in Mexico has reached levels not seen in over 20 years, as the S&P/BMV IPC has receded from its all-time high reached earlier this year (see Exhibit 1). In this environment, market participants may question how inflation may affect index performance and the effectiveness of equity allocations as a hedge against it. First, let’s…
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SPIVA Latin America Year-End 2020 Scorecard: Active Managers Missed an Opportunity
The recently published SPIVA® Latin America Year-End 2020 Scorecard shows that the volatile environment of 2020, though potentially favorable for high-conviction active managers, did not necessarily translate into success for active managers. SPIVA scorecards measure the performance of active funds against an appropriate benchmark. For Latin America, S&P Dow Jones Indices began publishing the scorecard…
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Dive Deeper into the S&P/BMV Total Mexico ESG Index
S&P Dow Jones Indices (S&P DJI) and BMV recently launched the long-awaited S&P/BMV Total Mexico ESG Index to great fanfare. The Mexican equities market is in the early stages of exploring ESG-related concepts, from sustainable assessments at the issuers’ level to sustainable investments for asset owners, asset managers, and regulators. The S&P/BMV Total Mexico ESG…
- Categories Equities, Sustainability, Thematics
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- Equities, Sustainability, Thematics
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Pension Fund Industry in Mexico: Analyzing the S&P/BMV Mexico Target Risk Index Series across Different Economic Crises
It is unnecessary to give an update on today’s economic situation since most already have a wealth of information over the repercussions of the COVID-19 pandemic. I will instead focus on another major concern: how have pension funds performed, and furthermore, are there similarities in how they have performed during other crises? After the S&P/BMV…
Getting to Know the S&P/BMV IPC – An Iconic Representation of the Mexican Equity Market
2018 marks the 40th anniversary of the S&P/BMV IPC, launched on Oct. 30, 1978, as part of the Mexican market revolution. Honoring that milestone, we revisited the evolution of the index that has since become an icon of the Mexican equity market.[1] As of Dec. 31, 2017, Mexico had 141 listed domestic companies, with a…
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A Look at Mexican Industries and the Potential Impact of the USMCA
After more than a year of negotiations, the United States-Canada-Mexico Agreement (USMCA) is scheduled to be signed on Nov. 30 2018, at the G20 Summit in Argentina. The deal represents the new trade agreement between the former North American Free Trade Agreement (NAFTA) countries. Market participants who want to gain more insight into the potential…
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