Presentations (17)
EQUITY 101 | U.S. Mid Cap: A Sweet Spot for Performance CONTRIBUTORS Fei Mei Chan Associate Director Index Investment Strategy feimei.chan@spdji.com Craig J. Lazzara, CFA Managing Director Index Investment Strategy craig.lazzara@spdji.com The distinct performance profile of the U.S. equity market’s mid-cap constituents has presented investors with an opportunity over much of the past...
THE POWER OF Dividend Indices > In markets where bond yields remain low by historical standards, income sensitive investors find themselves hitting a brick wall. For those seeking longer-term income stability, rediscovering the power of equity-based dividend strategies may break down the barrier to income stability. Why Dividends Matter Sustainable dividend income has played an...
LOW VOLATILITY INDICES: Why Less Can Be More > Like cars, some stocks can offer smoother rides than others. These stocks are the foundation of low volatility indices, which can offer cautious investors some peace of mind, especially when market terrain gets rough. While they’re designed to take some of the sting out of bear markets, these indices have also proven their ability...
STRATEGY 101 | U.S. The Importance of Dividends CONTRIBUTORS Vinit Srivastava Senior Director Strategy Indices vinit.srivastava@spdji.com Jane Kim Associate Director Strategy Indices jane.kim@spdji.com The percentage of dividends as a part of personal income has steadily increased over time, making dividends an important source of income. Dividend income has climbed from 2.85% in 1981 to 5.89%...
This piece originally appeared in the Spring/Summer 2015 edition of InSIGHTS, a quarterly publication from S&P Dow Jones Indices. FIXED INCOME 2.0 THE GLOBALIZATION OF BOND MARKETS INTERVIEW BY THERESA BAGGS The fixed income market is redefining itself on a global stage. Enter the next generation: Fixed Income 2.0, a more transparent and level playing field than ever before for this...
EQUITY 101 | Global CONTRIBUTORS Sabrina Salemi Manager Strategy and Global Equity Indices sabrina.salemi@spdji.com Philip Murphy, CFA Vice President North American Equities philip.murphy@spdji.com Alka Banerjee Managing Director Strategy and Global Equity Indices alka.banerjee@spdji.com Julia Kochetygova, PhD Senior Director Sustainability Indices julia.kochetygova@spdji.com S&P...
TalkingPoints The Oil Effect Jodie Gunzberg, GLOBAL HEAD OF COMMODITIES, S&P DOW JONES INDICES Dig deeper into the economic effects and potential opportunities surrounding recent drops in oil. 1. Why is oil such a hot topic right now? ® In the past year, the S&P GSCI Crude Oil (TR) has dropped about 60%. The precipitous drop in price has moved oil into the forefront...
U.S. Equity Indices | November 2015 KEY HIGHLIGHTS • • • • The S&P 500® increased 0.05% in November, bringing its YTD return to 1.04%. The Dow Jones Industrial Average® returned 0.32% this month but was off 0.58% YTD. The S&P MidCap 400® was up 1.18% for the month and 0.65% YTD. The S&P SmallCap 600®...
U.S. Investment Policy Committee Notes January 06, 2016 Economic and Stock Market Outlooks Overall Outlook Recommended Moderate Allocation The frantic question most frequently asked after the close of business on January 4 was whether the sharp decline was an ominous omen for the rest of the year. To offset emotion, one frequently turns to data. There have been nine times since WWII in which...
U.S. EQUITY RESEARCH Sector Watch January 4, 2016 Sam Stovall U.S. Equity Strategist THE BARBELL PORTFOLIO History suggests owning last year's 10 best and 10 worst sub-Industries Author of The Seven Rules of Wall Street S&P Capital IQ Global Markets Intelligence 55 Water Street New York, NY 10041 212-438-9549 sam.stovall@spcapitaliq.com Many will write-off 2015 as a challenging,...
U.S. Undercurrents | December 2015 CAP SIZE PERFORMANCE “U.S. Undercurrents” is a new series of briefs covering the U.S. stock market and the disparity between its various size and sector segments. The series begins with an exploration of historic divergence across size benchmarks. We’ll use the S&P 500® to represent the domestic large-cap segment,...
U.S. Equity Indices | December 2015 KEY HIGHLIGHTS • • • • The S&P 500® decreased 1.75% in December, bringing its YTD return to -0.73%. The Dow Jones Industrial Average® returned -1.66% this month and was off 2.23% YTD. The S&P MidCap 400® was down 4.33% for the month and 3.71% YTD. The S&P SmallCap 600®...
U.S. Investment Policy Committee Notes December 16, 2015 Economic and Stock Market Outlooks Overall Outlook Recommended Moderate Allocation Like unwrapping the holiday gift that had been repeatedly requested, the markets breathed a sigh of relief when the Fed raised the fed funds rate by 25 basis points in a unanimous vote, and accompanied the moves with a dovish statement. The dot-plot...
U.S. Equity Indices | November 2015 KEY HIGHLIGHTS • • • • The S&P 500® increased 0.05% in November, bringing its YTD return to 1.04%. The Dow Jones Industrial Average® returned 0.32% this month but was off 0.58% YTD. The S&P MidCap 400® was up 1.18% for the month and 0.65% YTD. The S&P SmallCap 600®...
U.S. Equity Indices | October 2015 KEY HIGHLIGHTS ï‚· ï‚· ï‚· ï‚· The S&P 500® increased 8.30% in October, making its YTD return the best of the headline indices, up 0.99%. The Dow Jones Industrial Average® returned 8.47% this month, but it still came in off 0.90% YTD. The S&P MidCap 400® was up 5.54% for the month, but down 0.53% YTD. The...
U.S. EQUITY RESEARCH Sector Watch December 21, 2015 Sam Stovall U.S. Equity Strategist HIKES & SPIKES Volatility Typically Picks Up After the Start of a Rate-Tightening Cycle Author of The Seven Rules of Wall Street S&P Capital IQ Global Markets Intelligence 55 Water Street New York, NY 10041 212-438-9549 sam.stovall@spcapitaliq.com A Hike in Rates In a classic case of...
