Tag Archives: S&P Brazil BMI
Latin American Equities Outperformed Global Regions in 2022
Despite a difficult year for most global equity markets, the S&P Latin America BMI gained 4.9% in 2022, and it was the only major regional equity market to close the year in positive territory. This marked a stark reversal from 2021, when Latin American equities were the sole region in the red, while the S&P…
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Exploring Active vs. Passive in Latin America
How do active managers in Latin America stack up to their benchmarks? Discover the key takeaways from the latest SPIVA Latin America Scorecard with S&P DJI’s Tim Edwards and Ericka Alcántara.
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active management, Active vs. Passive, Brazil, Chile, Ericka Alcántara, indexing, Latin America, Latin American equities, Latin American Fixed Income, Latin American Funds, Mexico, passive investing, passive management, S&P Chile BMI, S&P Dow Jones Indices, S&P Indices vs. Active, S&P/BMV IRT, SPIVA, SPIVA Latin America Scorecard, Tim Edwards
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- active management, Active vs. Passive, Brazil, Chile, Ericka Alcántara, indexing, Latin America, Latin American equities, Latin American Fixed Income, Latin American Funds, Mexico, passive investing, passive management, S&P Chile BMI, S&P Dow Jones Indices, S&P Indices vs. Active, S&P/BMV IRT, SPIVA, SPIVA Latin America Scorecard, Tim Edwards
Despite a Bumpy Start to 2022, Latin America Outperforms Most Global Markets in Q3 and YTD
What a year it is turning out to be for Latin American equities. Despite the turbulence of the past three quarters, Latin America has been resilient. As shown in Exhibit 1, the S&P 500® and S&P Emerging BMI have declined in every quarter of 2022 and have lost more than 20% each YTD as of…
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Dissecting the Divergent Performance among Latin American Fund Managers
Lessons from the SPIVA Latin America Mid-Year 2022 Scorecard The semiannual S&P Indices Versus Active (SPIVA®) Scorecards1 measure the performance of actively managed funds against their corresponding benchmarks in various markets around the world. According to the latest SPIVA Latin America Mid-Year 2022 Scorecard, the YTD performance among active managers across Latin American countries varied…
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Paint by Numbers: SPIVA Latin America Year-End 2021
The S&P Indices Versus Active (SPIVA®) Scorecard1 provides a rich tapestry of data and insights on the active versus passive debate by comparing the performance of actively managed funds to their corresponding passive benchmarks. The SPIVA Latin America Scorecard is one of several regionally focused reports and covers the performance of active funds in Brazil,…
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No Time to Thrive
S&P DJI has just released the final regional edition of our S&P Index Versus Active (SPIVA®) Mid-Year 2021 Scorecards. The semiannual reports cover the performance of actively managed funds in the U.S., Canada, Latin America, Europe, South Africa, India, Japan, Australia, and our newest regional addition, the Middle East and North Africa (MENA). SPIVA Scorecards…
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2021, Active, active management, Active vs. Passive, ASX, Australia, Brazil, BSE, canada, Canada FA, Chile, Europe, Index Investment Strategy, India, japan, Latin America, Mexico, Passive, S&P 500, S&P BSE 100, S&P Chile BMI, S&P Europe 350, S&P Pan Arab Composite, S&P TOPIX 150, s&p/asx 200, S&P/BMV IRT, S&P/TSX Composite, Sherifa Issifu, South Africa, SPIVA, SPIVA Around the World, SPIVA Australia, SPIVA Canada, SPIVA Europe, spiva india, SPIVA Japan, SPIVA Latin America, SPIVA Mena, SPIVA South Africa, SPIVA U.S., TOPIX, TSX, US FA
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- 2021, Active, active management, Active vs. Passive, ASX, Australia, Brazil, BSE, canada, Canada FA, Chile, Europe, Index Investment Strategy, India, japan, Latin America, Mexico, Passive, S&P 500, S&P BSE 100, S&P Chile BMI, S&P Europe 350, S&P Pan Arab Composite, S&P TOPIX 150, s&p/asx 200, S&P/BMV IRT, S&P/TSX Composite, Sherifa Issifu, South Africa, SPIVA, SPIVA Around the World, SPIVA Australia, SPIVA Canada, SPIVA Europe, spiva india, SPIVA Japan, SPIVA Latin America, SPIVA Mena, SPIVA South Africa, SPIVA U.S., TOPIX, TSX, US FA
SPIVA Latin America Year-End 2020 Scorecard: Active Managers Missed an Opportunity
The recently published SPIVA® Latin America Year-End 2020 Scorecard shows that the volatile environment of 2020, though potentially favorable for high-conviction active managers, did not necessarily translate into success for active managers. SPIVA scorecards measure the performance of active funds against an appropriate benchmark. For Latin America, S&P Dow Jones Indices began publishing the scorecard…
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The SPIVA Latin America Scorecard Shows Diverging Countries
The SPIVA® Latin America Year-End 2019 Scorecard was released last week, showing divergent results for Latin American equities markets. The report covers Brazil, Chile, and Mexico in selected fund categories. In the framework of stable inflation, a decline in unemployment, and lower interest rates, 2019 was a great year for Brazilian equities markets, as measured…
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Latin America – 2019 in Review
From a political and economic standpoint, 2019 was a challenging and interesting year for the Latin American region, but the region still finished strong. The S&P Latin America 40, Latin America’s blue-chip index, ended Q4 with a return of 9.0%, and it was up 13.9% for the year. Small-cap stocks in the region fared well,…
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Potential Applications of the Low Volatility High Dividend Concept in Brazil
Historically, the percentage of dividend payers in Brazil has ranged between 71% and 87%,[1] making it a propitious environment for implementing dividend-focused strategies. The highest-yielding stocks in high-yield strategies often come with greater portfolio volatility,[2] and Brazil is no exception. This blog explores the rationale behind the implementation of a low volatility high dividend strategy…
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