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1 month ago | 
indexologyblog.com | Cristopher Anguiano |Tim Edwards |Richard Labelle
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1 month ago | 
indexologyblog.com | Tim Edwards |Richard Labelle |Anu Ganti
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1 month ago | 
indexologyblog.com | Tim Edwards |Richard Labelle |Anu Ganti |Joseph Nelesen
Waiting for a Bear Tim Edwards Managing Director, Index Investment Strategy S&P Dow Jones Indices The S&P 500® recently entered a “correction,” a term used when the price index falls by more than 10% from its highs. It may yet decline further, the fact of which might tempt market participants to delay equity purchases until, say, the index has declined by 20%—which would define the start of a “bear market.” The potential relative merits of “waiting for a discount,” as examined historically...
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Jan 14, 2025 | 
indexologyblog.com | Cristopher Anguiano |Brian Luke |Anu Ganti |Tim Edwards
2024 S&P U.S. Style Indices Rebalancing: Key Sector Shifts and Impacts Cristopher Anguiano Senior Analyst, U.S. Equity Indices S&P Dow Jones Indices Categories Equities, Factors Tags factors, financials, GICS, growth, information technology, S&P 500 Growth, S&P 500 Value, S&P Style Indices, sectors, Style, U.S. Equities, U.S. style, US FA, value The S&P U.S. Style Indices underwent their annual rebalancing in December 2024, leading to significant changes in sector exposures. Particularly, the...
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Jan 14, 2025 | 
indexologyblog.com | Cristopher Anguiano |Brian Luke |Anu Ganti |Tim Edwards
Tracking the Companies Feeding the World with Indices How can an index-based approach help market participants to measure the evolution of global food production? Learn more about the S&P Commodity Producers Agribusiness Index and how it tracks the companies that help feed the world’s growing population.
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Jan 10, 2025 | 
noti.mx | Brian Luke |Anu Ganti |Tim Edwards |Sue Lee
Brian LukeDirector Sénior, Jefe de Materias Primas, Activos Reales y DigitalesÍndices S&P Dow JonesUna vez otra vez, el oro se ha llevado la corona como el activo con mejor rendimiento en los 21c siglo. Desde el cambio de siglo hasta finales de 2024, el S&P 500® registró una rentabilidad anualizada del 7,7%, mientras que la S&P GSCI Oro registró un 8,5% anual.
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Jan 9, 2025 | 
indexologyblog.com | Anu Ganti |Tim Edwards |Sue Lee |Sherifa Issifu
Duration Distress Anu Ganti Head of U.S. Index Investment Strategy S&P Dow Jones Indices Categories Fixed Income Tags 10-year U.S. Treasury yield, Anu Ganti, bond yields, fixed income, implied volatility, institutional investor, interest rates, U.S. Treasuries, US FA, VIX, volatility, VXTLT, yield We’ve written previously about the traditional sources of excess return for fixed income active managers, one of which is taking on higher term or interest rate risk. 2024 witnessed a sharp reversal...
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Jan 9, 2025 | 
indexologyblog.com | Brian Luke |Anu Ganti |Tim Edwards |Sue Lee
The King of the 21st Century Wears a Golden Crown Brian Luke Senior Director, Head of Commodities, Real & Digital Assets S&P Dow Jones Indices Once again, gold has taken the crown as the best-performing asset in the 21st century. From the turn of the century to year-end 2024, the S&P 500® recorded an annualized return of 7.7%, while the S&P GSCI Gold recorded 8.5% annually. While besting stocks for a quarter century, gold is still considered a safe-haven asset, especially during periods of...
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Jan 8, 2025 | 
indexologyblog.com | Tim Edwards |Sue Lee |Sherifa Issifu |Benedek Vörös
Shifting Tides: Concentration, Dispersion and the S&P 500 Risk Landscape Tim Edwards Managing Director, Index Investment Strategy S&P Dow Jones Indices Categories Equities, S&P 500 & DJIA Tags Cboe S&P 500 Dispersion Index, dispersion, DSPX, IIS, institutional investor, S&P 500, S&P 500 Top 10 Index, stock concentration, Tim Edwards, U.S. Equity, US FA, VIX Since the 2010s, the dynamics of large-cap U.S. equity risks have shifted. Fifteen years ago, the market was dominated by cycles...
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Dec 2, 2024 | 
indexologyblog.com | Nicholas Godec |Sherifa Issifu |Anu Ganti |Tim Edwards
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