Tag Archives: UK FA
One to Forget: SPIVA Europe U.K. Equity Active Fund Performance in 2025
2025 was full of memorable moments, from tariff tensions and continued AI advancement, to pop stars in space and billionaire weddings. For U.K. active equity funds, however, 2025 may well be a year to forget. Across the three relevant categories measured in the SPIVA Europe Year-End 2025 Scorecard (U.K. Equity, U.K. Large-/Mid-Cap Equity and U.K….
- Categories Equities
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Fixed Income Funds and Their Fortunes
Global fixed income markets have been buffeted by tariff-related tensions and inflation concerns coupled with monetary policy uncertainty, with many central banks cutting rates, Japan in tightening mode and the U.S. Fed ending its quantitative tightening program. Focusing on the U.S. and Europe, sovereign yield curves in both regions have steepened since late 2024, with…
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What is SPIVA?
For over two decades, S&P Dow Jones Indices has measured the performance of actively managed funds against their index benchmarks across the world through the SPIVA Scorecards. Take a closer look at the fundamental principles that guide our SPIVA research and discover the insights these scorecards offer across asset classes, regions and market segments.
- Categories Equities, Fixed Income
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An ESG Score Odyssey: Through the Lens of the S&P 500
This study examines the performance of S&P 500® constituents over the past 10 years through the lens of their S&P Global ESG Scores. A key question for market participants has been whether companies with high or low ESG scores outperform or underperform relative to their peers and the broader market benchmarks. Building on our prior…
- Categories Sustainability
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Exploring the Case for European Equities in the Current Market
Rethinking Diversification in a Volatile Market Recent market volatility has highlighted the risks of relying solely on technology-driven U.S. large-cap stocks for long-term returns. With shifts in global economic cycles and increasing geopolitical tensions, diversification has become even more relevant. Focusing only on U.S. equities may mean missing valuable opportunities abroad, particularly in Europe. The…
- Categories Equities
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