Tag Archives: utilities
Powering the Future amid the AI Surge
Reports indicate that AI is a major force driving markets, with nearly 50% of S&P 500® earnings estimated to be directly or indirectly linked to AI.1 The narrative surrounding AI earnings and spending is largely focused on the infrastructure development necessary to support the anticipated productivity boom, particularly in data centers and the power infrastructure….
- Categories Thematics
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Diversification across Durations
The S&P 500® surged to a third all-time closing high on Oct. 28, 2025, up 18% YTD. But the ride for U.S. equity investors has not always been a smooth one, with the index recouping sharp losses from earlier in the month on renewed tariff-related concerns and regional bank losses, coupled with AI bubble1 jitters…
- Categories Equities, Fixed Income
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- Categories
- Equities, Fixed Income
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Macro Madness
While U.S. basketball fans have been in the midst of March Madness, there has been no shortage of activity in global markets. Uncertainty over the policies from the new U.S. Presidential administration, stagflation concerns and, particularly, tariffs have weighed on investor sentiment, with the S&P 500® down 4% in Q1. While fans analyze various teams…
- Categories Equities
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Measuring the Global Water Opportunity Set
Look inside the S&P Global Water Index and how it tracks the companies helping the world meet demand for this vital resource.
- Categories Sustainability, Thematics
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2023 Market Review for Asian Investors
There are potential diversification benefits for Asian investors who incorporate U.S. equities to alleviate their tendency for a home country bias. Representing nearly 60% of the global equity market, as measured by the S&P Global BMI, U.S. equities provide a larger opportunity set outside of Asia, along with potential diversification due to different economic structures…
- Categories Equities
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2023 GICS Changes: S&P 500 Impact Analysis
GICS® changes are approaching. On Dec. 15, 2022, S&P Dow Jones Indices and MSCI jointly announced a full list of companies affected by the upcoming revisions to the Global Industry Classification Standard (GICS) structure. Although the 2023 GICS changes are not as extensive as the Communication Services sector change in 2018, there are still significant…
- Categories Equities, S&P 500 & DJIA
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Why Core Construction Matters
Look inside the S&P 1500 and its core components as S&P DJI’s Hamish Preston explores the performance of Equal Weight and sector indices, as well as highlighting how positive earnings can influence performance. https://youtu.be/5SX6lxzUFt4
- Categories Equities
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Little Churn in the Latest Low Volatility Rebalance
Market gains in the first four months in 2019 more than made up for what it lost in the turbulent last quarter of 2018 as the S&P 500 jumped 18%. Predictably enough, the S&P 500 Low Volatility Index® trailed the broader benchmark (up a “mere” 16% in the first four months), although Low Vol has…
- Categories Equities, Factors, Strategy
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2019, defensive strategies, Factor, factor analysis, factor investing, factor-based strategies, Fei Mei Chan, Index Investment Strategy, low volatility, low volatility strategies, rebalance, S&P 500, S&P 500 Low Volatility, S&P 500 Low Volatility Index, S&P 500 Sectors, sectors, smart beta, smart beta strategies, strategic beta, strategy index, technology
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- 2019, defensive strategies, Factor, factor analysis, factor investing, factor-based strategies, Fei Mei Chan, Index Investment Strategy, low volatility, low volatility strategies, rebalance, S&P 500, S&P 500 Low Volatility, S&P 500 Low Volatility Index, S&P 500 Sectors, sectors, smart beta, smart beta strategies, strategic beta, strategy index, technology
Low Volatility Index Shows Its Utility
The S&P 500 Low Volatility Index® made a valiant comeback in late 2018 after trailing for most of the year. The strategy index finished the year well by just staying in positive territory at a 0.27% gain, when the broader S&P 500 declined 4%. It was also the best performing factor index among those based…
- Categories Equities, Factors, Strategy
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Other Tags
2019, defensive strategies, Factor, factor analysis, factor investing, factor-based strategies, Fei Mei Chan, Index Investment Strategy, low volatility, low volatility strategies, rebalance, risk management, S&P 500, S&P 500 Low Volatility, S&P 500 Low Volatility Index, S&P 500 Sectors, sectors, smart beta, smart beta strategies, strategic beta, strategy index, technology
- Other Tags
- 2019, defensive strategies, Factor, factor analysis, factor investing, factor-based strategies, Fei Mei Chan, Index Investment Strategy, low volatility, low volatility strategies, rebalance, risk management, S&P 500, S&P 500 Low Volatility, S&P 500 Low Volatility Index, S&P 500 Sectors, sectors, smart beta, smart beta strategies, strategic beta, strategy index, technology
Stocks On Pace For The 6th Scariest October Ever
The S&P 500 is down 9.4% month-to-date as of the close on Oct. 29, 2018, and is on pace to record its worst Oct. since 2008 and its sixth worst Oct. based on history since 1928. The other years when the S&P 500 that lost more in Oct. than in Oct. 2018 (so far) happened…
- Categories Equities, S&P 500 & DJIA
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