Tag Archives: U.S. Core
When the Winds Change
“Change is the investor’s only certainty.” Thomas Rowe Price, Jr. 2022 marked several major changes in market trends amid a substantial shift in global macroeconomic regimes. After historic levels of stimulus, multi-decade highs in inflation across several major economies led to monetary tightening. This shift weighed on asset classes in many regions, and traditional routes…
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Diversification Beyond Borders
Academic theorists often assert the decision of where to invest as more important than the decision of what to invest in. Studies suggest that up to 90% of investment returns are attributable to location. Regional equity indices represent different combinations of geographic and sector exposure. These differences can potentially improve the diversification benefits available when…
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S&P U.S. Core Indices Mid-Year 2022: Analyzing Relative Returns to Russell
In Q2 2022, the S&P 500®, S&P MidCap 400® and S&P SmallCap 600® all fell about 15%, continuing the declines from Q1 as of June 30, 2022 (see Exhibit 1). The S&P 500 experienced its worst first half since 1970. Amid the challenging environment, the S&P U.S. Core and Style Indices have generally proved more…
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S&P U.S. Indices Mid-Year 2022: Analyzing Relative Returns to CRSP
The first half of 2022 saw supply chain disruptions, interest rate hikes amid rising inflation and geopolitical tensions sour sentiment, creating a complex environment for equity markets. The S&P 500® was down 20%, which represented the worst start of the year since 1970. What was the impact on other S&P DJI U.S. equity indices and…
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2022, core, Cristopher Anguiano, equities, Index Construction, index performance, Mid-Year 2022, performance comparison, quality, S&P 500, S&P Composite 1500, S&P DJI U.S. equity indices, S&P MidCap 400, S&P SmallCap 600, S&P U.S. Indices, U.S., U.S. Core Equities, U.S. Equities, United States, US FA
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- 2022, core, Cristopher Anguiano, equities, Index Construction, index performance, Mid-Year 2022, performance comparison, quality, S&P 500, S&P Composite 1500, S&P DJI U.S. equity indices, S&P MidCap 400, S&P SmallCap 600, S&P U.S. Indices, U.S., U.S. Core Equities, U.S. Equities, United States, US FA
A Reversal, or Two
For many equity investors, the stand-out theme of last year was the reversal in the market’s initial response to, and recovery from, the COVID-19 pandemic: the dramatic price declines in March, the wild swings around the bottom as VIX® marked its highest closing level ever, and the just-as-dramatic recovery to new all-time highs by late…
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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.
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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:…
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