Tag Archives: protection

Cushioning the Decline

Managing Director and Global Head of Index Investment Strategy

S&P Dow Jones Indices

March 10, 2020 - 12:35 pm

Category: Equities, Factors, S&P 500 & DJIA, Strategy

With the S&P 500 down -14.7% for calendar 2020, and -18.8% since its peak in late February, investors are rightly concerned to identify strategies that might help to mitigate the ongoing decline. A number of defensive factor indices have performed relatively well in March, but the leader for the year so far is S&P 500 Read more […]

Also tagged:
Craig Lazzara, factors, index performance, low volatility, participation, passive management, risk management, S&P 500, S&P 500 Low Volatility

Ports in the Storm

Craig Lazzara

Managing Director and Global Head of Index Investment Strategy

S&P Dow Jones Indices

January 15, 2015 - 5:27 pm

Category: Equities, S&P 500 & DJIA, Strategy

Since last fall, the S&P 500 has gone through three distinct downdrafts. Between September 18 and October 15, the index fell by 7.3%. It recovered that lost ground, and then some, rising 11.8% through December 5. Then a second, less severe, decline began, as the index fell 4.9% between December 5 and December 16, Read more […]

Also tagged:
Craig Lazzara, low volatility, participation, S&P 500, S&P 500 Low Volatility, volatility

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