Tag Archives: topposts2024
Evaluating Private Markets with Benchmarks
Collectively, private markets make up one of the fastest-growing market segments, but they have historically been characterized by opacity and inaccessibility. This is changing, thanks in part to evolving private market benchmarks that focus on strategy-specific performance. In our first blog, we summarized the performance of a collection of private market benchmarks. In this blog,…
- Categories Equities
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Under the Hood of U.S. Equities: Perspectives on Size, Sectors and Style
Large-cap, growth and tech-oriented companies have led U.S. equity market performance so far in 2024. Investors’ optimism for the application of artificial intelligence on these companies’ growth prospects propelled the S&P 500® Top 50, S&P 500 Information Technology, S&P 500 Communication Services and S&P 500 Growth to more than 20% year-to-date gains through the end…
- Categories Equities, Factors, S&P 500 & DJIA
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Clash of Titans: Diverging Global and Emerging Market Mid-Year Active Performance
Much of recent market commentary has been focused on market concentration concerns,1 thanks to the dominance of mega-cap stocks in the U.S., with the S&P 500® Top 50 outperforming the S&P 500 by 5% for the 12 months ending in September 2024. But as we’ve noted in our inaugural SPIVA® Global Mid-Year 2024 Scorecard, concentration…
- Categories Equities
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2024, Active vs. Passive, Anu Ganti, core, emerging markets, Global equity, IIS, institutional investor, passive investing, S&P 500 Top 50, S&P China BMI, S&P Developed BMI, S&P Emerging BMI, S&P Emerging ex-China BMI, S&P World Ex-U.S. Index, S&P World Index, S&P/IFCI Composite, SPIVA, U.S. Equity, US FA
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- 2024, Active vs. Passive, Anu Ganti, core, emerging markets, Global equity, IIS, institutional investor, passive investing, S&P 500 Top 50, S&P China BMI, S&P Developed BMI, S&P Emerging BMI, S&P Emerging ex-China BMI, S&P World Ex-U.S. Index, S&P World Index, S&P/IFCI Composite, SPIVA, U.S. Equity, US FA
Did Stock Pickers Struggle? Can Bond Managers Boast? The Mid-Year SPIVA Results Are In!
After global equity and bond markets soared in 2023, this year began on somewhat rockier ground. Valuations were more stretched, dispersion was rising and roughly half of the world’s population was facing uncertain election results. Many concluded that, among other predictions, active management was set to shine in 2024. The performance of actively managed funds…
- Categories Equities, Fixed Income
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Back to Basics: Remembering the “Income” in Fixed Income
As we approach Q4, the fixed income markets are taking stock of where they’ve been and what is to come. Markets are expecting a highly anticipated shift in monetary policy to take place before the end of the year, which would mark a turning point in one of the most aggressive interest rate hiking cycles…
- Categories Fixed Income
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Explaining Changes to Select Sector Indices
Launched in the late 1990s, the Select Sector® indices measure the performance of S&P 500® sectors; each S&P 500 company is assigned to one of the 11 Select Sector indices, based on the Global Industry Classification Standard (GICS®) framework. The indices serve as the basis for an ecosystem of financial products, which in turn allow…
- Categories Equities
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Identifying Economic Moats Using a Quantitative Lens: The S&P 500 Economic Moat Index
Popularized by Warren Buffett, the term economic moat refers to a company’s sustainable competitive advantage that allows it to preserve market share and generate high profits over the long term. In this analogy, companies are compared to medieval castles surrounded by deep and wide moats, which protected the castles from attack. In the same way,…
- Categories Factors
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- Factors
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New Bitcoin Indices Doing “Yard Work” in the Spring
In Wall Street parlance, a yard refers to a billion and a buck is a million. You can overhear traders asking questions like, “how many bucks did that trade?” or, “did that company raise a yard?” The crypto space is gathering assets by the yard these days with new product launches by ETF issuers. For…
- Categories Multi-Asset, Thematics
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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…
- Categories Thematics
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The S&P 500 ESG Index Turns 5!
The S&P 500® ESG Index celebrated its fifth birthday on Jan. 28, 2024. Over the past five years, the index has become an important piece of the sustainable indexing puzzle for investors looking to leverage the strength of the S&P 500 while incorporating meaningful and measurable sustainability-focused enhancements. Traditionally, five-year celebrations are marked by gifting…
- Categories Sustainability
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