Jim Wiederhold

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Articles

S&P GSCI Mid-Year Recap and Lithium Added to S&P GSCI Electric Vehicle Metals Index

Jul 5, 2023 | indexologyblog.com | Brian Luke |Jim Wiederhold |George Valantasis

After extensive market outreach, S&P Dow Jones Indices launched the S&P GSCI Light Energy Climate Aware to satisfy a need for a benchmark tied to sustainability and the energy transition, but with a lighter energy weighting than the new S&P GSCI Climate Aware.
Sustainability within the Modern Commodity Allocation - The S&P GSCI Light Energy Climate Aware Is Launched

Jun 21, 2023 | indexologyblog.com | Jim Wiederhold |George Valantasis |Craig Lazzara

After extensive market outreach, S&P Dow Jones Indices launched the S&P GSCI Light Energy Climate Aware to satisfy a need for a benchmark tied to sustainability and the energy transition, but with a lighter energy weighting than the new S&P GSCI Climate Aware.
SPIVA Europe Scorecard 2022: A Challenging Year for Fixed Income, but Not Necessarily for All Fixed Income Managers

Apr 17, 2023 | indexologyblog.com | Anu Ganti |Sean Freer |Jim Wiederhold |Narottama Bowden

For the first time, our SPIVA® Europe Year-End 2022 Scorecard measures the performance of actively managed fixed income funds, covering 11 categories across currencies and credit quality. Fixed income funds had a better record than their equity brethren in 2022, with a majority of funds outperforming in five reported categories over a one-year horizon (compared to none of our 22 equity categories).
SPIVA Europe 2022: Singing the Bear Market Blues

Apr 17, 2023 | indexologyblog.com | Tim Edwards |Anu Ganti |Sean Freer |Jim Wiederhold

After 83% of euro-denominated pan-regional equity funds failed to outperform the S&P Europe 350® in the 10 years leading up to the start of 2022, last year brought an intriguing change in the market winds, including the end of near-zero interest rates and, along with it, higher hopes for stock-picking. There was higher dispersion and, with value stocks beating their peers, there were certainly opportunities for outperformance for those managers paying attention to fundamentals.
A Fast Start to 2023 for the S&P China 500 - Returning 5.0% in Q1

Apr 14, 2023 | indexologyblog.com | Sean Freer |Jim Wiederhold |Narottama Bowden |Craig Lazzara

The S&P China 500 gained 5.0% in Q1 2023, continuing to claw back some of the losses exhibited in 2022. Developed markets broadly had a strong quarter, with Chinese equities underperforming global equities while outperforming emerging markets. Communication Services led sector performance for the start of 2023, up over 20%. Energy and Information Technology also had a strong quarter, contributing to positive returns. There was a large return dispersion among Asian markets in Q1.
Breakfast - The Most Important Meal of the Day

Apr 11, 2023 | indexologyblog.com | Jim Wiederhold |Narottama Bowden |Craig Lazzara |Sherifa Issifu

The first quarter of 2023 was a slow start to the year for commodities in general. The S&P GSCI Dynamic Roll Breakfast (OJ 5% Capped) also had a slow start, down 3.1%, after a solid 2022 performance of 14.12%. Maybe a higher weight to coffee would give the index the caffeine kick needed to boost performance—the S&P GSCI Coffee was up 5.8% for Q1 2023, as rising temperatures in the tropics lead to lower crop yields in the coffee-growing regions around the world.
SPIVA U.S. Scorecard 2022: Fewer Excuses

Mar 8, 2023 | indexologyblog.com | Tim Edwards |Barbara Velado |Fei Wang |Jim Wiederhold

For over a decade, our SPIVA® Scorecards have shown a majority of actively managed U.S. large-cap equity funds underperforming the S&P 500®. According to the freshly published SPIVA U.S. Year-End 2022 Scorecard, the annual underperformance rate dropped to the slimmest of margins last year: just 51% of large-cap U.S. managers lagged the S&P 500 in 2022. Two key market trends associated with active performance provide context for this figure.
International Women’s Day Embraces Equity

Mar 8, 2023 | indexologyblog.com | Barbara Velado |Fei Wang |Jim Wiederhold |Craig Lazzara

March 8th marks International Women’s Day, an event that honors and celebrates women worldwide and that has been observed for over a century. This year’s theme is Embracing Equity, and it highlights the fundamental difference between equality and equity. While these words are often used interchangeably, the former means giving everyone equal opportunities, while the latter recognizes specific circumstances when allocating resources to achieve equal outcomes.