Tag Archives: thematics
Of Tariffs Tango and Manufacturing Moves
It’s well known that as the U.S. consumer goes, so goes its economy. Various estimates suggest that around 67% of U.S. GDP depends on consumer spending. At the macro level, all this consumer spending translates into the consumption of goods and services. The U.S. economy, like most developed economies, comfortably falls into the category of…
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The Ethics of Artificial Intelligence
The ever-evolving artificial intelligence (AI) landscape has generated excitement, interest and investment; it has also triggered important questions regarding AI’s impact on businesses, on investment portfolios, on society and on the environment. When factoring in elements such as the high energy requirements of training large language models (LLMs), direct and indirect emissions and the diversity…
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The Role of Indices in the Energy Transition Progression – H1 2024 Review
Even though the performance of clean energy-related companies has recently faced some headwinds due to rising interest rates and inflationary pressures, the clean energy industry is still being driven by continuous policy support. As we approach the midpoint of 2024, we wanted to review the S&P Global Clean Energy Index Series rebalance from April and…
- Categories Sustainability, Thematics
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Why is Passive Investing on the Rise in South Africa?
Explore what’s driving increased interest in indexing and the growing role of custom index solutions in South Africa with S&P DJI’s Marius Baumann and Chris Rule of 10X Investments.
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Exploring the Growing Thematics Landscape
How are indices helping investors assess the growing range of thematic solutions? S&P DJI’s Ari Rajendra and BlackRock’s Jay Jacobs dive into the expanding landscape and the innovations and data helping investors at the leading edge of thematic trends.
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2024 World Economic Forum: Key Themes to Watch
The author would like to thank Vidushan Ragukaran and Ari Rajendra for their contributions to this blog. The 2024 World Economic Forum (WEF) that took place at Davos-Klosters in mid-January attracted over 60 heads of state and government leaders. There was a consistent emphasis on AI and cybersecurity risk governance, a renewed focus on…
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S&P DJI Kensho Goes Global
The advent of language models and generative AI has overhauled the process of generating actionable structured data from unstructured text documents and enhanced our ability to glean and categorize information from previously hard-to-access sources. As we see increasing demand for new ways to slice the market based on machine learning-based insights, S&P Dow Jones Indices…
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Tracking Thematics: How Indexing Megatrends Works
What’s driving interest in thematics and how can indices help investors target world-shaping structural trends? Join S&P DJI’s Jason Ye for a closer look at how innovative benchmarks, including the S&P Kensho New Economy Indices, are tracking long-term, market-altering themes by design.
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Tracking Shariah Compliance with Indices
How are indices helping expand the range of Shariah-compliant tools for market participants? S&P DJI’s John Welling and Chimera Capital’s Sherif Salem join Dubai Financial Markets’ Eric Salomons for a look inside how S&P DJI’s Shariah-compliant and Sukuk indices are helping investors evaluate and access local, regional, and global markets while adhering to Islamic law…
- Categories Equities, Fixed Income, Thematics
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Measuring the Global Clean Energy Opportunity Set
Climate change, resource scarcity and the transition to a low-carbon economy are creating robust, long-term demand for global clean energy solutions. Look inside the S&P Global Clean Energy Index, an innovative index built on robust datasets that seeks to track pure, liquid and transparent exposure to clean energy.
- Categories Sustainability
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