Tag Archives: Tim Edwards
Exploring Fixed Income’s Passive Potential
Passive investing has historically been more associated with equities than with fixed income, but recent data indicates a change could be in the winds. S&P DJI’s Tim Edwards and Anu Ganti take a closer look at what’s driving the shift and what a passive transformation could mean for fixed income markets.
- Categories Fixed Income
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Why Does the S&P 500 Matter to the Middle East?
Explore the expanding ecosystem of the iconic S&P 500 as S&P DJI’s Tim Edwards joins Cboe’s Sarju Gudka for a closer look at how and why market participants are putting the definitive gauge of U.S. large-cap equities to work in the Middle East.
- Categories Equities, S&P 500 & DJIA
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Tracking Potential Opportunities with Dispersion
Is it possible to track opportunity with an index? Find out as S&P DJI’s Tim Edwards and Cboe’s Mandy Xu discuss the design of and practical applications for the Cboe S&P 500 Dispersion Index.
- Categories Equities
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- Categories
- Equities
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Turtle Returns: The Hare and the Tortoise
The tale of a footrace between a determined tortoise and a swift but ultimately complacent hare has been with us for a long time. The earliest known version is two and a half thousand years old; it begins with the hare mocking the tortoise’s slow feet, which leads to a challenge and a contest, and…
- Categories Fixed Income
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Introducing the Dispersion Index (DSPX)
At 9:45 am Eastern Time on Sept. 27, 2023, a new index began publishing under the ticker DSPXSM, with an initial live value of 26.81. This index, the Cboe S&P 500® Dispersion Index (the Dispersion Index to its friends), might be loosely described as a “VIX® for dispersion.” But what is it? Why is it…
- Categories Equities
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SPIVA Europe 2022: Singing the Bear Market Blues
After 83% of euro-denominated pan-regional equity funds failed to outperform the S&P Europe 350® in the 10 years leading up to the start of 2022, last year brought an intriguing change in the market winds, including the end of near-zero interest rates and, along with it, higher hopes for stock-picking. There was higher dispersion and,…
- Categories Equities
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- Categories
- Equities
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SPIVA U.S. Scorecard 2022: Fewer Excuses
For over a decade, our SPIVA® Scorecards have shown a majority of actively managed U.S. large-cap equity funds underperforming the S&P 500®. According to the freshly published SPIVA U.S. Year-End 2022 Scorecard, the annual underperformance rate dropped to the slimmest of margins last year: just 51% of large-cap U.S. managers lagged the S&P 500 in…
- Categories Equities, Fixed Income
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- Categories
- Equities, Fixed Income
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Understanding an Icon: 30 Years of Indexing the S&P 500
How has the adoption of passive investing grown since the first U.S. ETF on the S&P 500 launched 30 years ago? S&P DJI’s Tim Edwards and Elizabeth Bebb join SPDR ETF’s Rebecca Chesworth to discuss the global role of the S&P 500.
- Categories Equities
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- Categories
- Equities
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A Spider Spins a SPIVA Special
Thirty years ago, Bill Clinton was getting ready for his inauguration as the 42nd U.S. president, the S&P 500® closed a little over 430 and the latest edition of Business Week was trumpeting that 1993 would be “The Year of Picking Wisely” in the stock market. Meanwhile, a different kind of security was about to…
- Categories Equities, S&P 500 & DJIA
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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.
- Categories Equities, Fixed Income
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Other Tags
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 Brazil BMI, S&P Chile BMI, S&P Dow Jones Indices, S&P Indices vs. Active, S&P/BMV IRT, SPIVA, SPIVA Latin America Scorecard
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- Equities, Fixed Income
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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 Brazil BMI, S&P Chile BMI, S&P Dow Jones Indices, S&P Indices vs. Active, S&P/BMV IRT, SPIVA, SPIVA Latin America Scorecard