{“page”:0,” year”:2023,” monthnum”:12,” day”:12,” name”:” get-a-holistic-lens-on-sustainability”,” mistake”:””,” m”:””,” p”:0,” post_parent”:””,” subpost”:””,” subpost_id”:””,” accessory”:””,” attachment_id”:0,” pagename”:””,” page_id”:0,” 2nd”:””,” minute”:””,” hour”:””,” w”:0,” category_name”:””,” tag”:””,” feline”:””,” tag_id”:””,” author”:””,” author_name”:””,” feed”:””,” tb”:””,” paged”:0,” meta_key”:””,” meta_value”:””,” sneak peek”:””,” s”:””,” sentence”:””,” title”:””,” fields”:””,” menu_order”:””,” embed”:””,” classification __ in”: [],” classification __ not_in”: [],” classification __ and”: [],” post __ in”: [],” post __ not_in”: [],” post_name __ in”: [],” tag __ in”: [],” tag __ not_in”: [],” tag __ and”: [],” tag_slug __ in”: [],” tag_slug __ and”: [],” post_parent __ in”: [],” post_parent __ not_in”: [],” author __ in”: [],” author __ not_in”: [],” search_columns”: [],” ignore_sticky_posts”: incorrect,” suppress_filters”: incorrect,” cache_results”: real,” update_post_term_cache”: real,” update_menu_item_cache”: incorrect,” lazy_load_term_meta”: real,” update_post_meta_cache”: real,” post_type”:””,” posts_per_page”:” 5″,” nopaging”: incorrect,” comments_per_page”:” 50″,” no_found_rows”: incorrect,” order”:” DESC”}
[{“display”:”Craig Lazzara”,”title”:”Managing Director, Index Investment Strategy”,”image”:”/wp-content/authors/craig_lazzara-353.jpg”,”url”:”https://www.indexologyblog.com/author/craig_lazzara/”},{“display”:”Tim Edwards”,”title”:”Managing Director, Index Investment Strategy”,”image”:”/wp-content/authors/timothy_edwards-368.jpg”,”url”:”https://www.indexologyblog.com/author/timothy_edwards/”},{“display”:”Hamish Preston”,”title”:”Head of U.S. Equities”,”image”:”/wp-content/authors/hamish_preston-512.jpg”,”url”:”https://www.indexologyblog.com/author/hamish_preston/”},{“display”:”Anu Ganti”,”title”:”Senior Director, Index Investment Strategy”,”image”:”/wp-content/authors/anu_ganti-505.jpg”,”url”:”https://www.indexologyblog.com/author/anu_ganti/”},{“display”:”Fiona Boal”,”title”:”Managing Director, Global Head of Equities”,”image”:”/wp-content/authors/fiona_boal-317.jpg”,”url”:”https://www.indexologyblog.com/author/fiona_boal/”},{“display”:”Phillip Brzenk”,”title”:”Managing Director, Global Head of Multi-Asset Indices”,”image”:”/wp-content/authors/phillip_brzenk-325.jpg”,”url”:”https://www.indexologyblog.com/author/phillip_brzenk/”},{“display”:”Howard Silverblatt”,”title”:”Senior Index Analyst, Product Management”,”image”:”/wp-content/authors/howard_silverblatt-197.jpg”,”url”:”https://www.indexologyblog.com/author/howard_silverblatt/”},{“display”:”John Welling”,”title”:”Director, Global Equity Indices”,”image”:”/wp-content/authors/john_welling-246.jpg”,”url”:”https://www.indexologyblog.com/author/john_welling/”},{“display”:”Michael Orzano”,”title”:”Senior Director, Global Equity Indices”,”image”:”/wp-content/authors/Mike.Orzano-231.jpg”,”url”:”https://www.indexologyblog.com/author/mike-orzano/”},{“display”:”Wenli Bill Hao”,”title”:”Senior Lead, Factors and Dividends Indices, Product Management and Development”,”image”:”/wp-content/authors/bill_hao-351.jpg”,”url”:”https://www.indexologyblog.com/author/bill_hao/”},{“display”:”Maria Sanchez”,”title”:”Director, Sustainability Index Product Management, U.S. Equity Indices”,”image”:”/wp-content/authors/maria_sanchez-527.jpg”,”url”:”https://www.indexologyblog.com/author/maria_sanchez/”},{“display”:”Shaun Wurzbach”,”title”:”Managing Director, Head of Commercial Group (North America)”,”image”:”/wp-content/authors/shaun_wurzbach-200.jpg”,”url”:”https://www.indexologyblog.com/author/shaun_wurzbach/”},{“display”:”Silvia Kitchener”,”title”:”Director, Global Equity Indices, Latin America”,”image”:”/wp-content/authors/silvia_kitchener-522.jpg”,”url”:”https://www.indexologyblog.com/author/silvia_kitchener/”},{“display”:”Akash Jain”,”title”:”Director, Global Research & Design”,”image”:”/wp-content/authors/akash_jain-348.jpg”,”url”:”https://www.indexologyblog.com/author/akash_jain/”},{“display”:”Ved Malla”,”title”:”Associate Director, Client Coverage”,”image”:”/wp-content/authors/ved_malla-347.jpg”,”url”:”https://www.indexologyblog.com/author/ved_malla/”},{“display”:”Rupert Watts”,”title”:”Head of Factors and Dividends”,”image”:”/wp-content/authors/rupert_watts-366.jpg”,”url”:”https://www.indexologyblog.com/author/rupert_watts/”},{“display”:”Jason Giordano”,”title”:”Director, Fixed Income, Product Management”,”image”:”/wp-content/authors/jason_giordano-378.jpg”,”url”:”https://www.indexologyblog.com/author/jason_giordano/”},{“display”:”Brian Luke”,”title”:”Senior Director, Head of Commodities, Real & Digital Assets”,”image”:”/wp-content/authors/brian.luke-509.jpg”,”url”:”https://www.indexologyblog.com/author/brian-luke/”},{“display”:”Sherifa Issifu”,”title”:”Senior Analyst, U.S. Equity Indices”,”image”:”/wp-content/authors/sherifa_issifu-518.jpg”,”url”:”https://www.indexologyblog.com/author/sherifa_issifu/”},{“display”:”Qing Li”,”title”:”Director, Global Research & Design”,”image”:”/wp-content/authors/qing_li-190.jpg”,”url”:”https://www.indexologyblog.com/author/qing_li/”},{“display”:”Glenn Doody”,”title”:”Vice President, Product Management, Technology Innovation and Specialty Products”,”image”:”/wp-content/authors/glenn_doody-517.jpg”,”url”:”https://www.indexologyblog.com/author/glenn_doody/”},{“display”:”Priscilla Luk”,”title”:”Managing Director, Global Research & Design, APAC”,”image”:”/wp-content/authors/priscilla_luk-228.jpg”,”url”:”https://www.indexologyblog.com/author/priscilla_luk/”},{“display”:”Sean Freer”,”title”:”Director, Global Equity Indices”,”image”:”/wp-content/authors/sean_freer-490.jpg”,”url”:”https://www.indexologyblog.com/author/sean_freer/”},{“display”:”Liyu Zeng”,”title”:”Director, Global Research & Design”,”image”:”/wp-content/authors/liyu_zeng-252.png”,”url”:”https://www.indexologyblog.com/author/liyu_zeng/”},{“display”:”George Valantasis”,”title”:”Associate Director, Factors and Dividends”,”image”:”/wp-content/authors/george-valantasis-453.jpg”,”url”:”https://www.indexologyblog.com/author/george-valantasis/”},{“display”:”Barbara Velado”,”title”:”Senior Analyst, Research & Design, Sustainability Indices”,”image”:”/wp-content/authors/barbara_velado-413.jpg”,”url”:”https://www.indexologyblog.com/author/barbara_velado/”},{“display”:”Benedek Vu00f6ru00f6s”,”title”:”Director, Index Investment Strategy”,”image”:”/wp-content/authors/benedek_voros-440.jpg”,”url”:”https://www.indexologyblog.com/author/benedek_voros/”},{“display”:”Cristopher Anguiano”,”title”:”Senior Analyst, U.S. Equity Indices”,”image”:”/wp-content/authors/cristopher_anguiano-506.jpg”,”url”:”https://www.indexologyblog.com/author/cristopher_anguiano/”},{“display”:”Joseph Nelesen”,”title”:”Senior Director, Index Investment Strategy”,”image”:”/wp-content/authors/joseph_nelesen-452.jpg”,”url”:”https://www.indexologyblog.com/author/joseph_nelesen/”},{“display”:”Michael Mell”,”title”:”Global Head of Custom Indices”,”image”:”/wp-content/authors/michael_mell-362.jpg”,”url”:”https://www.indexologyblog.com/author/michael_mell/”},{“display”:”Maya Beyhan”,”title”:”Senior Director, ESG Specialist, Index Investment Strategy”,”image”:”/wp-content/authors/maya.beyhan-480.jpg”,”url”:”https://www.indexologyblog.com/author/maya-beyhan/”},{“display”:”Andrew Innes”,”title”:”Head of EMEA, Global Research & Design”,”image”:”/wp-content/authors/andrew_innes-189.jpg”,”url”:”https://www.indexologyblog.com/author/andrew_innes/”},{“display”:”Rachel Du”,”title”:”Senior Analyst, Global Research & Design”,”image”:”/wp-content/authors/rachel_du-365.jpg”,”url”:”https://www.indexologyblog.com/author/rachel_du/”},{“display”:”Izzy Wang”,”title”:”Senior Analyst, Factors and Dividends”,”image”:”/wp-content/authors/izzy.wang-326.jpg”,”url”:”https://www.indexologyblog.com/author/izzy-wang/”},{“display”:”Jason Ye”,”title”:”Director, Factors and Thematics Indices”,”image”:”/wp-content/authors/Jason%20Ye-448.jpg”,”url”:”https://www.indexologyblog.com/author/jason-ye/”},{“display”:”Fei Wang”,”title”:”Senior Analyst, U.S. Equity Indices”,”image”:”/wp-content/authors/fei_wang-443.jpg”,”url”:”https://www.indexologyblog.com/author/fei_wang/”},{“display”:”Jaspreet Duhra”,”title”:”Managing Director, Global Head of Sustainability Indices”,”image”:”/wp-content/authors/jaspreet_duhra-504.jpg”,”url”:”https://www.indexologyblog.com/author/jaspreet_duhra/”},{“display”:”Eduardo Olazabal”,”title”:”Senior Analyst, Global Equity Indices”,”image”:”/wp-content/authors/eduardo_olazabal-451.jpg”,”url”:”https://www.indexologyblog.com/author/eduardo_olazabal/”},{“display”:”Srineel Jalagani”,”title”:”Senior Director, Thematic Indices”,”image”:”/wp-content/authors/srineel_jalagani-446.jpg”,”url”:”https://www.indexologyblog.com/author/srineel_jalagani/”},{“display”:”Ari Rajendra”,”title”:”Senior Director, Head of Thematic Indices”,”image”:”/wp-content/authors/Ari.Rajendra-524.jpg”,”url”:”https://www.indexologyblog.com/author/ari-rajendra/”},{“display”:”Daniel Perrone”,”title”:”Former Director and Head of Operations, ESG Indices”,”image”:”/wp-content/authors/daniel_perrone-387.jpg”,”url”:”https://www.indexologyblog.com/author/daniel_perrone/”},{“display”:”Louis Bellucci”,”title”:”Senior Director, Index Governance”,”image”:”/wp-content/authors/louis_bellucci-377.jpg”,”url”:”https://www.indexologyblog.com/author/louis_bellucci/”},{“display”:”Elizabeth Bebb”,”title”:”Director, Factor & Dividend Indices”,”image”:”/wp-content/authors/elizabeth_bebb-511.jpg”,”url”:”https://www.indexologyblog.com/author/elizabeth_bebb/”},{“display”:”Raghu Ramachandran”,”title”:”Head of Insurance Asset Channel”,”image”:”/wp-content/authors/raghu_ramachandram-288.jpg”,”url”:”https://www.indexologyblog.com/author/raghu_ramachandram/”},{“display”:”Narottama Bowden”,”title”:”Director, Sustainability Indices Product Management”,”image”:”/wp-content/authors/narottama_bowden-331.jpg”,”url”:”https://www.indexologyblog.com/author/narottama_bowden/”}]
Get a Holistic Lens on Sustainability
-
Classifications
ESG -
Tags
Business Sustainability Evaluation, ESG, ESG information, ESG ratings, effect investing, Indexing ESG, indexing sustainability, S&P Global Corporate Sustainability Evaluation, S&P Global CSA, S&P Global ESG Ratings, S&P Global S1, S&P International Sustainability1, sustainability, sustainability information, sustainability indices
Make more educated sustainability choices with much deeper information– our indices are powered by analytics from the world-renowned S&P International Business Sustainability Evaluation.
The posts on this blog site are viewpoints, not suggestions. Please read our Disclaimers
Creating the Global Energy Shift: An Index for Important Metals
Look inside the S&P Global Important Metals Producers Index, a pure-play index that tracks the business assisting the world create the future of energy development.
The posts on this blog site are viewpoints, not suggestions. Please read our Disclaimers
Surveying the most recent SPIVA India Scorecard Outcomes
-
Classifications
Equities, Fixed Earnings -
Tags
Active vs. Passive, Benedek Voros, Bhavna Sadarangani, IIS, indexing, indexing India, India, Indian Composite Bond Funds, Indian ELSS Funds, Indian Federal Government Mutual Fund, institutional financier, S&P BSE 100, S&P BSE 200, s&& p indices versus active, SPIVA, SPIVA India Mid-Year 2023
Were active and set earnings fund supervisors able to stay up to date with their criteria in the current SPIVA India Scorecard? Dive into the current outcomes with S&P DJI’s Bhavna Sadarangani and Benedek Vörös.
The posts on this blog site are viewpoints, not suggestions. Please read our Disclaimers
Delighted Days for For How Long?
With less than a month delegated go to liquidate the year, it’s a great time to review the low and high that market individuals have actually experienced. While the year started with a rocky start due to the Silicon Valley Bank collapse, the marketplace continued to power forward, stumbling in Q3 as 10-year Treasury yields increased to a 15-year high, however recuperating with a bang in November, with the S&P 500 ® up 21% YTD. 1 One repercussion of increasing Treasury yields was the rise in the U.S. dollar, which generally is a currency headwind for mega caps, as U.S. multi-nationals tend to acquire the majority of their profits from abroad. However that didn’t hinder the tear that mega caps were on this year, as Display 1 shows, with the S&P 500 Leading 50 exceeding the S&P 600 ®(* ) by 28% YTD. While we just recently saw a pullback in 10-year yields in addition to the dollar, with the S&P U.S. Dollar Futures Index down 2% in November, if that pattern continues, that might possibly be an additional advantage to mega-cap strength. While little caps recuperated in November
, this year’s large-cap-led rally has actually been uncommon in regards to its narrow breadth. We can picture this in Display 2, where we rank the historic yearly S&P 500 returns in our database by skewness of constituent returns, as determined by the distinction in between the typical versus average constituent return, and consequently divide them into quartiles. Then we carry out the very same workout, now ranking by skewness of constituents’ return contribution. Up until now this year, the typical return has actually been higher than the average by 3.5%, in between the 3rd and 4th quartile, while the typical constituent contribution has actually been higher than the average by 3.7%, put right listed below the 4th quartile level. These reasonably severe outcomes follow the concentration of outperformance within the Spectacular 7 stocks, which has actually been uncommonly high relative to history, and possibly a headwind for more focused active supervisors that are underweight the biggest stocks Going back to the climb of 10-year Treasury yields, the increase was not restricted to the long end of the curve, with a considerable climb in short-term Treasury yields on the back of Fed rate walkings to fight inflation. However as 10-year yields got steam, the inverted yield curve started to disinvert. At a sector level, Display 3 reveals that the momentum in Infotech has actually continued regardless of the sector’s conventional level of sensitivity to greater rates, while Energies, typically more bond-like in nature, is unsurprisingly the worst sectoral entertainer YTD. What is unexpected is that while Financials must gain from the disinversion of the yield curve, which can enhance banks’ net interest margins, the sector has actually not handled to totally recuperate post the Silicon Valley Bank tumult.
In addition to incredible equity efficiency, we saw a strong healing in set earnings compared to in 2015’s abysmal efficiency, with the
iBoxx Liquid Financial investment Grade up 8% in November, its finest regular monthly return because December 2008. However while outright efficiency has actually been rosy, risk-adjusted efficiency can be more tough offered continued favorable connections in between equities and bonds, a natural result of gains throughout both possession classes. On the other hand, regardless of China’s financial and realty concerns, with the S&P China 500 down 14% in USD terms year-to-date, Asian markets provided some solace, as we see in Display 4, where a constant unfavorable spread in tracking 12-month volatility in between the S&P Global BMI and S&P Global ex-Pan Asia BMI suggests Pan Asia has actually served as a diversifier. Putting threat into context, regardless of geopolitical stress combined with remaining inflation and economic crisis issues, Display 5 reveals that the marketplace has actually been at ease, with the
VIX ® trending downward in the previous 12 months, ending November listed below the 13 manage. However what signal has low equity suggested volatility offered for future equity returns traditionally? We rank the very same years in our database by VIX and divide them into 3 containers based upon a VIX level at year-end of less than 13, in between 13 and 20, and above 20. Historically, we see a direct relationship in between the year-end level of VIX and average subsequent year S&P 500 returns, showing that, usually, years ending with greater suggested volatility tended to be followed by greater returns. While forecasting the future has actually shown to be an useless workout
YTD since Dec. 5, 2023.
The posts on this blog site are viewpoints, not suggestions. Please read our
Classifications
-
Thematics
Tags -
fourth commercial transformation,
altering demographics, tidy energy, Environment Shift, disruptive innovation, Electric Automobiles, ESG, healthcare, Jason Ye, artificial intelligence, megatrends, natural language processing, robotics, S&P Kensho New Economies, sustainability, thematics What’s driving interest in thematics and how can indices assist financiers target world-shaping structural patterns? Sign up with S&P DJI’s Jason Ye for a better take a look at how ingenious criteria, consisting of the S&P Kensho New Economy Indices, are tracking long-lasting, market-altering styles by style.