Tag Archives: S&P 500
SPIVA By the Numbers: A Global Perspective
How difficult is it to beat the benchmark in markets around the world? S&P DJI’s Tim Edwards takes viewers inside the latest SPIVA results and explores the challenges of active management over the long term.
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- Equities
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Cashing in the Chips?
The rally in U.S. equities continued in May, with the S&P 500® posting 11 all-time closing highs during the month. A key catalyst for the market’s upward march has been optimism surrounding companies benefiting from the boom in AI. The beneficiaries of the investment in AI are no longer just the mega-cap hyperscalers, but the…
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Measuring the Managers
The measurement of active manager performance versus benchmarks is not new. The earliest study dates back to more than 90 years ago, when Alfred Cowles found that “statistical tests of the best individual records failed to demonstrate that they exhibited skill, and indicated that they more probably were results of chance.”1 Forty years later, by…
- Categories S&P 500 & DJIA
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- S&P 500 & DJIA
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The Market Measure: In the Shadows of Giants
How has index concentration shifted historically and why might a diversified, cap-weighted benchmark like the S&P 500 already be tracking tomorrow’s market giants? S&P DJI’s Ben Vörös sits down with Tim Edwards to discuss Tim’s latest research, In the Shadows of Giants, and examine whether the dominance of a few large companies may be a signal of risk…
- Categories S&P 500 & DJIA
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Beyond Borders: The Significance of the S&P 500 in Options-Based Strategies
In the U.S. market, options-based ETFs have experienced exponential growth in recent years, with total assets reaching USD 245 billion as of December 2025. These strategies have been increasingly adopted as mainstream tools in portfolio construction, offering more predictable outcomes and income diversification. Other regions are catching up with this trend at varying rates, with…
- Categories Multi-Asset
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- Multi-Asset
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Mapping Liquidity across S&P 500 Sectors
Trading linked to S&P 500® sectors has expanded meaningfully in recent years, as market participants increasingly use sector instruments to allocate capital, hedge risk and express relative views within U.S. equities. As participation in index-linked markets has grown, liquidity has become an informative signal, revealing where attention is focused and how risk is being transferred….
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Return of the Macro: Declining Dispersion and Climbing Correlations
As we approach the end of the first quarter, the S&P 500® is down 3% QTD, and underneath the surface, there have been significant crosscurrents at play. Concerns about the impact of AI on software companies have been prevalent, with the S&P Software & Services Select Industry Index down 20% QTD, while chipmakers have remained…
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Why Do U.S. Equities and the S&P 500 Matter in South Korea?
S&P DJI’s Sue Lee examines the importance of the S&P 500 in the global equity opportunity set, key diversification and sector composition differences between notable U.S. equity and Korean benchmarks and the challenges faced by active managers in the U.S. and South Korea to outperform this iconic index.
- Categories Equities, S&P 500 & DJIA
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- Equities, S&P 500 & DJIA
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Seasoning to Taste
Enthusiasm over artificial intelligence (AI) has been one of the driving market forces in recent years, with investors’ expectations that certain companies stand to reap particular rewards from the application of AI propelling their valuations. This dynamic contributed to narrowing leadership among public equity market barometers and, coupled with a growing penchant for companies looking…
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S&P 500 in Focus: Global Trends and Local Insights
How is the continued evolution of the S&P 500 ecosystem helping market participants around the globe express views and manage risk? S&P DJI’s Tim Edwards and Cboe Global Markets’ Mandy Xu explore how the iconic index reflects global trends and how network effects are helping bring increased transparency and price efficiency to markets around the world.
- Categories Equities, Multi-Asset
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- Equities, Multi-Asset
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