Tag Archives: S&P 500 Equal Weight Index
Big Tech, Breadth and Balance
U.S. equity markets have been whipsawed in the past few days, with initial optimism surrounding Big Tech earnings powering the S&P 500® to an intraday high, and subsequent disappointing reactions to earnings coupled with the Fed’s decision to hold rates steady leading to a sharp retreat for The 500®. The pullback in Tech and the…
Animal Spirits or Anxiety?
Big Tech and the strength of the Magnificent 7 stocks have powered the S&P 500® to 36 all-time closing highs through the end of October. Amid the euphoria, nervousness about the AI boom1 has sent jitters through the market, most recently with SoftBank’s sale of its stake in Nvidia. The extreme level of mega-cap dominance…
- Categories Equities, S&P 500 & DJIA
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- Equities, S&P 500 & DJIA
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Skewing Success
The results from our SPIVA® U.S. Mid-Year 2025 Scorecard demonstrate a relatively better start to the year for active managers, with 54% of U.S. large-cap funds underperforming the S&P 500®, slightly better than the 65% reported in 2024. However, Exhibit 1 shows that over the more than 24-year history of our SPIVA U.S. Scorecard, majority…
- Categories Equities, S&P 500 & DJIA
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Tech Tonics
U.S. equities have staged a remarkable recovery in the past few months, shrugging off inflation concerns, trade tensions and geopolitical risks, all of which has culminated in multiple all-time highs. Meanwhile, the significant outperformance of the momentum factor, or the continued strength of winning stocks, coupled with the dominance of a few mega-cap companies, especially…
A Tale of Two Markets
After the volatility witnessed in early April, U.S. equities have staged a remarkable recovery over the past couple of weeks, with the S&P 500® up 1% YTD through May 15, 2025, reversing its 15% YTD decline through April 8, 2025. Thanks to optimism surrounding easing tariff tensions and strong Big Tech earnings, mega caps have…
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Examining Equal Weight Performance in Challenging Markets
How have the S&P 500 Equal Weight Index’s exposures influenced its performance over time and why could that matter in the current climate? S&P DJI’s Anu Ganti and Invesco’s Nick Kalivas explore the growing ecosystem and key performance drivers of the S&P 500 Equal Weight Index.
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The Market Measure
Explore the dynamics that drove performance trends around the world in 2024 as well as the potential implications of all-time highs for market participants.
- Categories Commodities, Equities, Fixed Income, S&P 500 & DJIA
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A Balanced Approach: Inside the S&P 500 Equal Weight Index
How can an equal weight approach to U.S. equities help to address concerns around mega-cap concentration? S&P DJI’s Anu Ganti and CME Group’s Joe Hickey explore the S&P 500 Equal Weight Index’s historical performance trends and its potential applications for market participants seeking enhanced diversification.
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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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Size, Momentum and Value
Burgeoning optimism surrounding impending potential Fed rate cuts and a rotation toward smaller-cap stocks in July may have been short-lived, as global market jitters led to the trouncing of stocks across the capitalization spectrum on Aug. 5, 2024. The S&P 500® plunged 3%, its largest daily decline in almost two years. Despite this recent pullback,…
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