Tag Archives: U.S. core

Dec 2, 2020

S&P Dow Jones Indices

A European Perspective on the U.S. Mid-Cap Sweet Spot

Should European investors be looking beyond large-cap U.S. equities for core exposure? S&P DJI’s Tim Edwards and State Street Global Advisors’ Rebecca Chesworth explore the case for U.S. mid-caps through broad and tactical sector exposures.

Categories Equities
Other Tags
2020, core, ETFs, Europe, factor investing, factors, IIS video, index investment strategy, midcap, midcaps, Rebecca Chesworth, S&p 400, S&P Dow Jones Indices, S&P MidCap 400, Tim Edwards, U.S., U.S. equities, U.S. mid-cap equities, US, video

Apr 9, 2020

Gaurav SinhaManaging Director, Head of Americas, Global Research & DesignS&P Dow Jones Indices

CARES Act: Why Quality Screening Is Now More Important Than Ever

The U.S. stimulus bill (the CARES Act) enacted on March 27, 2020, received significant attention for its support payments to individuals. However, it also has a significant impact for large corporations (see Exhibit 1). This blog will take a closer look at two lending programs and their market impact within their respective segments. CARES Act:…

Categories Equities
Other Tags
CARES Act, equities, quality, relief package, S&P 500, S&P MidCap 400, S&P SmallCap 600, size, U.S. equities

Categories
Equities

Other Tags
CARES Act, equities, quality, relief package, S&P 500, S&P MidCap 400, S&P SmallCap 600, size, U.S. equities

Indexology^® Blog
Contributors

Craig Lazzara Managing Director and Global Head of Index Investment Strategy

Kevin Horan Director, Fixed Income Indices

Tim Edwards Managing Director, Index Investment Strategy

Fei Mei Chan Director, Index Investment Strategy

Hamish Preston Associate Director, U.S. Equity Indices

Berlinda Liu Director, Global Research & Design

Phillip Brzenk Senior Director, Strategy Indices

Koel Ghosh Head of South Asia

Philip Murphy Managing Director, Global Head of Index Governance

Fiona Boal Head of Commodities and Real Assets

Aye Soe Managing Director, Global Head of Product Management

Howard Silverblatt Senior Index Analyst, Product Management

Michael Orzano Senior Director, Global Equity Indices

Anu Ganti Senior Director, Index Investment Strategy

Hong Xie Senior Director, Global Research & Design

Shaun Wurzbach Managing Director, Global Head of Financial Advisor Channel

Akash Jain Associate Director, Global Research & Design

Jamie Farmer Chief Commercial Officer

Jim Wiederhold Associate Director, Commodities and Real Assets

John Welling Director, Equity Indices

Chris Bennett Director, Index Investment Strategy

Reid Steadman Managing Director, Global Head of ESG

Maria Sanchez Associate Director, Global Research & Design

Ved Malla Associate Director, Client Coverage

Jaime Merino Director, Asset Owners Channel

Bill Hao Director, Global Research & Design

Jason Giordano Director, Fixed Income, Product Management

Tianyin Cheng Senior Director, Strategy Indices

Silvia Kitchener Director, Global Equity Indices, Latin America

Qing Li Director, Global Research & Design

Rupert Watts Senior Director, Strategy Indices

Liyu Zeng Director, Global Research & Design

Priscilla Luk Managing Director, Global Research & Design, APAC

Ben Leale-Green Senior Analyst, Research & Design, ESG Indices

Michael Mell Senior Director, Custom Indices

Stuart Magrath Senior Director, Channel Management, Australia and New Zealand

Brian Luke Global Head of Fixed Income Indices

Andrew Innes Head of EMEA, Global Research & Design

Mona Naqvi Senior Director, Head of ESG Product Strategy, North America

Izzy Wang Analyst, Strategy Indices

Smita Chirputkar Director, Global Research & Design

Louis Bellucci Senior Director, Index Governance

Arpit Gupta Senior Analyst, Global Research & Design

Rachel Du Senior Analyst, Global Research & Design

Sherifa Issifu Associate, Index Investment Strategy

Craig Lazzara Managing Director and Global Head of Index Investment Strategy

Kevin Horan Director, Fixed Income Indices

Tim Edwards Managing Director, Index Investment Strategy

Fei Mei Chan Director, Index Investment Strategy

Hamish Preston Associate Director, U.S. Equity Indices

Berlinda Liu Director, Global Research & Design

Phillip Brzenk Senior Director, Strategy Indices

Koel Ghosh Head of South Asia

Philip Murphy Managing Director, Global Head of Index Governance

Fiona Boal Head of Commodities and Real Assets

Aye Soe Managing Director, Global Head of Product Management

Howard Silverblatt Senior Index Analyst, Product Management

Michael Orzano Senior Director, Global Equity Indices

Anu Ganti Senior Director, Index Investment Strategy

Hong Xie Senior Director, Global Research & Design

Shaun Wurzbach Managing Director, Global Head of Financial Advisor Channel

Akash Jain Associate Director, Global Research & Design

Jamie Farmer Chief Commercial Officer

Jim Wiederhold Associate Director, Commodities and Real Assets

John Welling Director, Equity Indices

Chris Bennett Director, Index Investment Strategy

Reid Steadman Managing Director, Global Head of ESG

Maria Sanchez Associate Director, Global Research & Design

Ved Malla Associate Director, Client Coverage

Jaime Merino Director, Asset Owners Channel

Bill Hao Director, Global Research & Design

Jason Giordano Director, Fixed Income, Product Management

Tianyin Cheng Senior Director, Strategy Indices

Silvia Kitchener Director, Global Equity Indices, Latin America

Qing Li Director, Global Research & Design

Rupert Watts Senior Director, Strategy Indices

Liyu Zeng Director, Global Research & Design

Priscilla Luk Managing Director, Global Research & Design, APAC

Ben Leale-Green Senior Analyst, Research & Design, ESG Indices

Michael Mell Senior Director, Custom Indices

Stuart Magrath Senior Director, Channel Management, Australia and New Zealand

Brian Luke Global Head of Fixed Income Indices

Andrew Innes Head of EMEA, Global Research & Design

Mona Naqvi Senior Director, Head of ESG Product Strategy, North America

Izzy Wang Analyst, Strategy Indices

Smita Chirputkar Director, Global Research & Design

Louis Bellucci Senior Director, Index Governance

Arpit Gupta Senior Analyst, Global Research & Design

Rachel Du Senior Analyst, Global Research & Design