Tag Archives: strategy
Expanding the Dividend Aristocrats Ecosystem with ESG Screening and FMC Weighting
Amid rising interest rates and the uncertain macroeconomic environment last year, dividend-focused strategies received substantial inflows throughout 2022. On top of these recent macroeconomic trends is also the longer-term, structural development of increasing investor demand for investments that align with their personal and societal values. Against this backdrop, S&P Dow Jones Indices (S&P DJI) recently…
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The S&P Technology Dividend Aristocrats Index: A Legacy of Dividend Increases in Technology
As high inflation, rising interest rates and geopolitical risks dominated the headlines in 2022, technology stocks had a particularly difficult year. Given the many headwinds facing the sector, the S&P Total Market Index (TMI) Information Technology returned -30.20% in 2022. In spite of the challenging market environment, the S&P Technology Dividend Aristocrats® Index fared relatively…
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18-Year Performance of the S&P/ASX BuyWrite Index
The volatile and unpredictable nature of the stock market is characterized by periods of ups and downs. Covered call option writing is a strategy aimed at generating income and mitigating loss, particularly in bear market environments. A covered call (or “buy-write”) strategy involves selling a call option against an asset that is already owned by…
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The Dow Jones Dividend 100 Indices Part 2: Strong Fundamentals and the Benefits of Diversification
In part one of this series, we highlighted how the stringent dividend sustainability and quality screens of the Dow Jones U.S. Dividend 100 Index and Dow Jones International Dividend 100 Index may have led to their outperformance in 2022 and other inflationary periods. In this installment, we will analyze the positive effects that these screens…
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Indexing Income: How Are Insurers Diversifying with Dividends?
As insurers face one of the most challenging bond markets in decades, many insurance companies are looking for different ways to generate revenue. S&P DJI’s Raghu Ramachandran and Rupert Watts join State Street Global Advisors’ Ben Woloshin for a closer look at how and why some insurers are implementing indexed-based equity strategies.
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The Dow Jones Dividend 100 Indices Part 1: A Focus on Dividend Sustainability and Quality
Looking back, 2022 was an impressive year for passive dividend indices, both with respect to performance and inflows on the back of rising interest rates. The Dow Jones U.S. Dividend 100 Index and Dow Jones International Dividend 100 Index were two of the standout performers, which may be due to their emphasis on strong fundamentals…
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The S&P 900 Dividend Revenue-Weighted Index: A Standout Performer in a Challenging Year for Equity Markets
2022 was a difficult year for equity investors as rising interest rates, increasing geopolitical risks and slowing economic growth put downward pressure on equities. However, factors such as dividend yield and value fared much better than the broader equity market due to their shorter durations. Despite this challenging economic environment, the S&P 900 Dividend Revenue-Weighted…
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S&P ESG High Yield Dividend Aristocrats Index – Adding a Layer of Sustainability via ESG Screening
High-dividend-yielding stocks have been prevalent in 2022, as rising interest rates have put downward pressure on long duration assets. At the same time, market participants are increasingly seeking to align investments with their personal and societal values. The S&P ESG High Yield Dividend Aristocrats® Index may be a strategy that checks both of these boxes….
A Stalwart Delivers
U.S. equities struggled again in the past three months. The last rebalance for the S&P 500® Low Volatility Index was in August 2022 and the S&P 500 has since declined 7.0%. The S&P 500 Low Volatility Index, which has historically moderated the performance of the benchmark, lost 5.1% in the same period. For the entirety…
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Leadership of Canadian Value Indices
Introduction How have value- and growth-oriented strategies performed in the Canadian equity market in recent years, especially given the recent resurgence in value-oriented companies? Value investing is recognized as a well-known strategy that seeks to benefit from strength in fundamental characteristics of securities that might not be completely reflected in market prices, and it typically…
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