George Valantasis

May 2, 2024 | indexologyblog.com | George Valantasis |Maya Beyhan |Sue Lee

Current Discounted Valuations & Historical Downside Protection: The S&P High Yield Dividend Aristocrats Index George Valantasis Associate Director, Factors and Dividends S&P Dow Jones Indices In our last blog, we highlighted the superior long-term performance of the S&P High Yield Dividend Aristocrats® versus the S&P Composite 1500®, as well as compared to long-term Treasury bonds and the CPI. In this blog, we will shift our focus to examine the current discounted valuations and enhanced...

Mar 21, 2024 | indexologyblog.com | George Valantasis |Anu Ganti |Sean Freer

The S&P 500 Low Volatility Index: Currently Valued at the 99th Percentile of Cheapness Relative to the S&P 500 George Valantasis Associate Director, Factors and Dividends S&P Dow Jones Indices Investor enthusiasm for AI and mega-cap technology stocks has propelled the S&P 500® to a gain of more than 30% over the past 12 months. As the S&P 500 has been reaching new highs on a regular basis, it is understandable if low volatility stocks have not been at the top of investors’ minds. This blog...

Mar 17, 2024 | indexologyblog.com | Sean Freer |George Valantasis |Fei Wang

Australian Mid Caps: A Sweet Spot for Diversification and Historical Outperformance Sean Freer Director, Global Equity Indices S&P Dow Jones Indices The S&P/ASX MidCap 50 was up 5.35% in February, outperforming the S&P/ASX 50—which posted 0.25%—by more than 5%. This was the largest relative outperformance of the mid-cap segment compared to large caps in a single month since October 2008. A closer look at Australian mid caps, as measured by the S&P/ASX MidCap 50, shows the segment offers less...

Mar 15, 2024 | indexologyblog.com | George Valantasis |Fei Wang |Brian Luke

Balancing Defense with Growth (Part II): The S&P Quality Developed Ex-U.S. LargeMidCap Wenli Bill Hao Director, Factors and Dividends Indices, Product Management and Development S&P Dow Jones Indices As investments in artificial intelligence continue to boom, major indices in the U.S., Europe and Japan have hit all-time highs. In our previous blog, we reviewed how the S&P U.S. Quality Indices outperformed their corresponding benchmarks over both the short and the long term. Similarly, a...

Feb 8, 2024 | indexologyblog.com | Hamish Preston |Margaret Dorn |Anu Ganti |George Valantasis

S&P 500 Highs Keep Coming Hamish Preston Head of U.S. Equities S&P Dow Jones Indices The S&P 500® closed at another record high today, marking the ninth all-time high closing price level so far this year. Although all-time highs are not unprecedented—2024 is the 41st year since 1957 to host a new high—a few observations stand out when looking at this year’s records. First, January 2024 saw the end of the seventh longest gap between S&P 500 all-time highs, ever. More than two years—or 513...