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Feb 9, 2024 | 
indexologyblog.com | Wanying Wu |Srineel Jalagani |Hamish Preston |Margaret Dorn
2024 World Economic Forum: Key Themes to Watch Wanying Wu Analyst, Sustainability & Thematic Indices S&P Dow Jones Indices The author would like to thank Vidushan Ragukaran and Ari Rajendra for their contributions to this blog. The 2024 World Economic Forum (WEF) that took place at Davos-Klosters in mid-January attracted over 60 heads of state and government leaders. There was a consistent emphasis on AI and cybersecurity risk governance, a renewed focus on the energy transition for...
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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...
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Jan 26, 2024 | 
indexologyblog.com | Sue Lee |Hamish Preston
S&P DJI’s Global Islamic Equity Benchmarks Surged Nearly 12% in the Final Quarter, Outperforming Conventional Benchmarks in 2023 Sue Lee Director and APAC Head of Index Investment Strategy S&P Dow Jones Indices Categories Equities, Fixed Income, Thematics Tags Dow Jones Islamic Indices, Dow Jones Islamic Market World Index, GCC, global equities, Islamic equities, islamic finance, MENA, S&P Global BMI Shariah, sectors, Shariah, Sue Lee, Sukuk Global equities witnessed a strong Q4 2023 as...
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Jan 25, 2024 | 
indexologyblog.com | Sue Lee |Hamish Preston
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Jan 19, 2024 | 
indexologyblog.com | Hamish Preston |Brian Luke
Examining Cash Flow in Small-Cap U.S. Equities How does screening the S&P 600 for the top 100 companies based on free cash flow yield influence performance?
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Jan 13, 2024 | 
advisorpedia.com | Hamish Preston
Written by: Hamish Preston | S&P Dow Jones Indices
Many investors use the start of the year to make predictions for the upcoming year and to think about ways to express views on these themes. This undertaking is not guaranteed to add value: predicting the future is incredibly difficult and success requires correctly predicting both the drivers of future performance and the upcoming impact of different market segments. The countless possible scenarios mean that is it easy to be wrong-footed.
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Jan 10, 2024 | 
finnoexpert.com | Samarth Pophale |Hamish Preston
By Hamish PrestonMany investors use the start of the year to make predictions for the upcoming year and to think about ways to express views on these themes. This undertaking is not guaranteed to add value: predicting the future is incredibly difficult, and success requires correctly predicting both the drivers of future performance and the upcoming impact of different market segments. The countless possible scenarios mean that it is easy to be wrong-footed.
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May 26, 2023 | 
investmentnews.com | Hamish Preston
The outperformance of equal weight indices is well documented, especially for the S&P 500® Equal Weight Index’s 20 years of live history.
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Apr 26, 2023 | 
indexologyblog.com | Hamish Preston |Sherifa Issifu |Craig Lazzara |Eduardo Olazabal
In the first quarter of 2023, the best performing of the 17 factor indices featured in our monthly factor dashboard was S&P 500® High Beta (up 12.5%), while the worst performer was S&P 500 Momentum (-3.2%). This may seem odd at first blush, since both indices are, in some sense, performance chasers—Momentum in absolute and High Beta in relative terms.
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Mar 29, 2023 | 
indexologyblog.com | Hamish Preston |Benedek Vörös |Craig Lazzara |Brian Luke
As persistently high inflation, high interest rates and geopolitical risks continue to dominate the macro environment, the S&P 500® Revenue-Weighted Index, S&P MidCap 400® Revenue-Weighted Index and S&P SmallCap® 600 Revenue-Weighted Index have outperformed their corresponding float-adjusted market-capitalization (FMC) weighted indices by more than 5% during the past one-year period (see Exhibit 1).
