Narottama Bowden

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).

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.

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.