Tag Archives: sector rotation

Sep 22, 2020

A Practical Look at How Risk is Shifting in Sectors

How can the relationship between sectors and factors help investors identify market regime changes and inform allocations? S&P DJI’s Anu Ganti and Hamish Preston take a closer look at market trends through the lens of S&P Composite 1500® data.     Learn more: https://www.spglobal.com/spdji/en/research/article/the-sp-composite-1500-an-efficient-measure-of-the-us-equity-market/

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Sep 12, 2019

Using Sectors To Express Views

The S&P 500® is up 21.42% year-to-date and is within striking distance of its all-time high.  Although this may suggest the presence of a strong “risk-on” environment, there are signs that the bull market’s stride is changing.  Defensive assets have fared relatively well amid concerns over economic growth and trade tensions, while the inversion of…

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Jul 19, 2018

Some Bite-Sized Highlights from our Sectors Webinar

We recently hosted a webinar examining the potential value in a sector-based approach to portfolio construction, their application in navigating different market environments, and some key considerations for those adopting sector-based strategies.  You can view a replay of the event here; a few highlights might whet the appetite… The Global Importance of U.S Equity Sectors…

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Jan 18, 2018

It May Not Be Time To Fear Stocks Yet, But Perhaps Real Estate

Euphoria seems to be taking over the stock market with frequent stories of new highs – but what is more important is how strong the stock market performance is relative to the bonds.  Month-to-date through Jan. 18, 2018, the S&P 500 is outperforming the S&P 500 Bond Index by 3.8%, the most since Dec. 2016, when…

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Jan 13, 2016

The Sources of Volatility and the Challenge for Active Management

If we needed a reminder of the continuing volatility of the world’s financial markets, the first weeks of 2016 obliged us by providing one.  What’s often overlooked, especially when volatility spikes, is that there are two distinct sources of volatility.  Understanding them can not only enhance our appreciation of market dynamics, but also provides some important insights for…

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