Tag Archives: S&P United Kingdom BMI
U.K. Small Caps: Mind the Gap!
A gap between the 12-month performances of the S&P United Kingdom SmallCap and S&P United Kingdom SmallCap Select Index hints at a “junk rally” in U.K. stocks, but the longer-term data suggests that those looking to participate in an ongoing recovery in the world’s fourth-largest economy might be wise to maintain a selective approach. As…
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2021, IIS, Index Construction, Index Investment Strategy, institutional investor, investability, liquidity, profitability, S&P United Kingdom, S&P United Kingdom SmallCap, S&P United Kingdom SmallCap Select, S&P United Kingdom SmallCap Select Index, Sherifa Issifu, size, small caps, smallcap, Smallcap Select, U.K., U.K. equities, United Kingdom
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- 2021, IIS, Index Construction, Index Investment Strategy, institutional investor, investability, liquidity, profitability, S&P United Kingdom, S&P United Kingdom SmallCap, S&P United Kingdom SmallCap Select, S&P United Kingdom SmallCap Select Index, Sherifa Issifu, size, small caps, smallcap, Smallcap Select, U.K., U.K. equities, United Kingdom
Risk-Adjusted SPIVA®: No More Excuses?
For the first time, the SPIVA Europe Mid-Year 2020 Scorecard introduced risk-adjusted performance evaluations of European equity funds. Previously, proponents of active fund management may have criticized the SPIVA scorecard for measuring performance on a return-only basis. They may have argued that this only told one side of the story, and that their abilities should…
2017: A Selection of Highlights
As we rapidly approach Christmas and New Year (not to mention year-end evaluations) it seems fitting to reflect on what happened in 2017. We will publish our regional month-end dashboards on December 29 (interested parties may sign up here). Before then, here are a few highlights using data as of December 15. Volatility was historically…
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