Tag Archives: Sherifa Issifu
Crypto’s Resurgence
Two decades ago, crypto didn’t exist, and even a decade ago, it was still an emergent asset class. In the last few years, crypto has increased in maturity, crossing USD 1 trillion in market capitalization in 2021 and currently sitting at USD 3.5 trillion at the end of July 2025 based on the S&P Cryptocurrency…
- Categories Thematics
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Shifting Equity Sensitivities with S&P 500 Sectors
Broad-based benchmarks such as the S&P 500® and S&P SmallCap 600® demonstrated an upbeat response to the U.S. presidential election, rising 6% and 11%, respectively, in November 2024. The spread in U.S. size segments was more muted relative to S&P 500 sectors. Exhibit 1 presents the November 2024 cumulative total return of the S&P 500…
- Categories Equities, S&P 500 & DJIA
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Under the Hood of U.S. Equities: Perspectives on Size, Sectors and Style
Large-cap, growth and tech-oriented companies have led U.S. equity market performance so far in 2024. Investors’ optimism for the application of artificial intelligence on these companies’ growth prospects propelled the S&P 500® Top 50, S&P 500 Information Technology, S&P 500 Communication Services and S&P 500 Growth to more than 20% year-to-date gains through the end…
- Categories Equities, Factors, S&P 500 & DJIA
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GICS’ Silver Jubilee
The Global Industry Classification System (GICS®) celebrated its 25th birthday in August 2024. Jointly maintained by S&P Dow Jones Indices (S&P DJI) and MSCI, GICS offers a common way to talk about market segments and their respective performances. GICS primarily uses revenues to group companies according to their principal business activities, with earnings and market…
- Categories Equities
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- Categories
- Equities
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Integrating Sustainability: 5 Years of the S&P 500 ESG Index
How has the S&P 500 ESG Index helped to elevate ESG investing from the margins to the mainstream? Reflecting on the five years since its launch, S&P DJI’s Jaspreet Duhra, Sherifa Issifu and Maya Beyhan take a closer look at a benchmark that has adapted to the ever-changing sustainability landscape while outperforming the broad equity…
- Categories Sustainability
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Magnificent Mid Caps and Sensational Small Caps
U.S. equities rose in 2023, with the mega-cap “Magnificent Seven” driving most of the S&P Composite 1500®’s 25% gain. While mega caps continued to outperform in January 2024, not all seven of the aforementioned group ranked highly. This has led to some market commentators looking to coin new phrases: “Sensational Six” or “Super Six” (the…
- Categories Equities
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Why Do U.S. Mid-Cap Equities Matter?
Take a deep dive into the S&P MidCap 400 as S&P DJI’s Hamish Preston and Sherifa Issifu explore what makes the S&P 400 relevant globally and the distinctive sector and risk/return characteristics of this slice of the U.S. equity market.
- Categories Equities
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Splitting Size in U.S. Equities: S&P DJI versus MSCI in H1 2023
The first half of 2023 saw a strong rebound from 2022 for equities: the S&P 500® gained 17% as the U.S. outperformed the S&P Global Ex-U.S. BMI (up 10%). Information Technology led the way across the U.S. cap spectrum, possibly reflecting investors’ expectations regarding the potential impact of artificial intelligence. The S&P Composite 1500® combines…
- Categories Equities
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Getting to Know the Dow Jones U.S. Select Insurance Index
The global insurance market capitalization has grown significantly over the past three decades, growing from nearly USD 350 billion at the end of 1992 to USD 2.7 trillion as of H1 2023. This growth was accompanied by a shift in global leadership. For example, Exhibit 1 shows that European insurance companies made up a greater…
- Categories Equities
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Connecting the S&P/ASX 200 to U.S. Equity Icons
Many market participants have a “home bias,” typically having larger exposures to domestic securities than would be determined by their representation in the global opportunity set. Australia is no exception: compared to Australia’s 2% weight in the S&P Global BMI, Australian investors allocated an estimated 49% of their total equity allocation to domestic stocks at…
- Categories Equities
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