Tag Archives: S&P Thematics Dashboard
Technology Breakthroughs Meet Industrial Metals Strength
September’s S&P Thematics Dashboard was led by strong performance across technology- and industrial metals-linked themes. Quantum Technology surged 38%, while precious and industrial metals rallied sharply amid macroeconomic signals. In contrast, different discretionary spending- and resources-related themes softened. Quantum and Data Infrastructure Lead Quantum Technology was the month’s standout. IBM and HSBC claimed the execution…
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Precious Metals Shine across August Thematics
August’s S&P Thematics Dashboard captures a market in motion—from precious metals rallying to multi-year highs to energy and technology themes. With the ongoing macro-political uncertainty in the backdrop, Silver (up 18%) reached a 14-year high, with Gold up 16% on dovish Fed expectations and a weaker U.S. dollar.1 This momentum extended across the metals complex,…
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AI, Energy and Everything in Between: Thematics in July 2025
Building on the launch of the inaugural S&P Thematics Dashboard, the July edition analyzes the monthly performance of a broad set of themes to uncover key market dynamics. Designed as a thematic market lens, the dashboard—developed in collaboration with Theia Insights—offers rich perspectives on market performance by leveraging nearly 200 themes shaping the global economy….
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Introducing the S&P Thematics Dashboard: Transforming Data into Thematic Intelligence
Given the increased interest in thematic strategies that measure both cutting-edge technologies and the broader forces shaping the global economy, we’re launching the S&P Thematics Dashboard—a monthly resource that highlights key economic and market indicators that help put the performance of thematic indices into perspective. With data created in collaboration with Theia Insights, the dashboard…
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