Tag Archives: sectors
S&P DJI’s Global Islamic Benchmarks Outperformed Conventional Peers in H1 2026
Global equities showed solid gains in the first half of 2026, supported by strong earnings in semiconductor-related industries. Conventional benchmarks rose across regions, with both global and developed markets posting double-digit gains, while emerging markets advanced at a slower pace, partly reflecting U.S. dollar strength. MENA equities continued to lag, weighed down by geopolitical tensions…
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Why U.S. Sectors Matter to Europe
The first half of 2026 was notable for U.S. equity markets1 and was characterized by sharp sector performance reversals, particularly in S&P 500® Information Technology and S&P 500 Energy. Both sectors were up 20% YTD through Q2,2 but they took very different paths to get there. During the first quarter, Energy stocks had an outsized…
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35/20 Vision: The S&P 500 Capped 35/20 Indices
As U.S. equity markets continue to reach new highs, market leadership has become increasingly concentrated among a handful of large-cap stocks. The S&P 500 Capped 35/20 Indices use weight caps to maintain diversification within sector-specific benchmarks. Each index in the range comprises all constituents from its respective GICS® sector of the S&P 500® while mitigating…
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Choppy Chips
The U.S. market has been buffeted by swings in the performance of semiconductor companies, as investors have become increasingly anxious about the outlook for the tech sector and whether a regime change is in store. The choppiness has been global in nature, sparked by a steep sell-off in Korean chipmakers, with the S&P Korea BMI…
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A Three-Year Milestone: Revisiting the S&P 500 Sector-Neutral Dividend Aristocrats Index
In June 2023, S&P DJI expanded the S&P Dividend Aristocrats® Series with the launch of the S&P 500® Sector-Neutral Dividend Aristocrats Index. The addition proved timely, as over the past three years, the technology-driven Information Technology and Communication Services sectors have fueled much of the S&P 500’s significant gains amid the rise of AI. While…
- Categories Factors
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Anchoring Equity to Economic Activity: The Power of Revenue Weighting
Market-cap-weighted indices like the S&P 500® that offer a broad measure of the market have long served as the foundation of passive investing. With valuations at elevated levels and sector concentration—particularly in technology—near historic highs, we examine alternative weighting methods that may provide broader and complementary views. Revenue weighting offers a complementary approach: by weighting…
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The Taiwan Paradox: Balancing Concentration Risk with Global Diversification
Few economies are as deeply embedded in the global technology supply chain as Taiwan. Its highly sophisticated chip manufacturing network benefits from demand across a broad range of high-value end markets, from AI infrastructure and data centers to smartphones and electric vehicles. This positioning has propelled the S&P Taiwan BMI to an average annualized gain…
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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…
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The Search for Elusive Outperforming Active Funds in Japan
As readers of our SPIVA® Scorecards know, beating the market is difficult. Finding those few managers capable of doing so consistently may be even harder. Of the 933 active equity funds domiciled in Japan, more than 80% underperformed their respective benchmarks in 2025.1 Yet even among the minority that did outperform, the bigger question remains:…
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New Tools for Tracking Sector Liquidity
How is index data helping market participants make more informed decisions at the sector level? S&P DJI’s Anu Ganti and Agatha Malinowski discuss how the new Sector Liquidity Monitor in the U.S. Sector Dashboard means investors can now get sector performance, factor exposure, fundamental metrics and liquidity all in one resource to inform sector strategy decisions.
- Categories Equities
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