Sean Freer

Aug 10, 2024 | indexologyblog.com | Sean Freer |Anu Ganti

Aug 6, 2024 | noti.mx | Brian Luke |Sean Freer |Sue Lee

Brian LukeDirector Sénior, Jefe de Materias Primas, Activos Reales y DigitalesÍndices S&P Dow JonesTras uno de los meses políticamente más volátiles de este año electoral, el rendimiento de las materias primas ha arrojado resultados mixtos. El S&P GSCI Oro subió un 4,3%, mientras que el Petróleo crudo S&P GSCI cayeron en la misma proporción. Sin embargo, tanto el oro como el petróleo se mantuvieron firmemente al alza en el año, registrando ganancias del 17,3% y el 16,5%, respectivamente.

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...

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).