35/20 Vision: The S&P 500 Capped 35/20 Indices
As U.S. equity markets continue to reach new highs, market leadership has become increasingly concentrated among a handful of large-cap stocks. The S&P 500 Capped 35/20 Indices use weight caps to maintain diversification within sector-specific benchmarks. Each index in the range comprises all constituents from its respective GICS® sector of the S&P 500® while mitigating…
2026 YTD Commodities Surge amid Renewed Inflation
S&P GSCI Outpaced BCOM, Stocks and Bonds We recently published The S&P GSCI: Built for the Cycle, a 10‑year analysis of how broad commodity indices behaved across differing inflation regimes, and why the S&P GSCI’s production‑weighted design historically demonstrated a higher inflation beta than alternatives such as the Bloomberg Commodity Index (BCOM). This blog is…
- Categories Commodities
- Tags commodities, energy, inflation, real assets, S&P GSCI
- Categories
- Commodities
S&P 500: America’s Benchmark
Cathy Clay, CEO of S&P Dow Jones Indices, and Lynn Martin, President of the NYSE Group, recently met on the trading floor of the New York Stock Exchange to discuss how the S&P 500 connects America’s past, present and future. Drawing on the index’s nearly 70-year legacy, they examine what has made the benchmark so iconic—its role…
- Categories S&P 500 & DJIA
- Tags large-cap U.S. equities, S&P 500, The 500, Trump Accounts, U.S. equities
- Categories
- S&P 500 & DJIA
The Case for the S&P Dividend Aristocrats in Today’s Market
With broad market benchmarks trading at historically low yields and elevated valuations, it’s timely to examine the performance of the S&P Dividend Aristocrats® Index Series in today’s market environment. These indices track companies with a consistent record of dividend growth and currently offer a combination of strong yields and reasonable valuations. Historically, they have also…
Choppy Chips
The U.S. market has been buffeted by swings in the performance of semiconductor companies, as investors have become increasingly anxious about the outlook for the tech sector and whether a regime change is in store. The choppiness has been global in nature, sparked by a steep sell-off in Korean chipmakers, with the S&P Korea BMI…
Don’t Call It a Comeback: Value’s Ascendance Continues in Australian Equities
The S&P/ASX 200 Value gained 20.20% over the financial year ending June 30, 2026, outperforming the S&P/ASX 200 by more than 14% and its counterpart, the S&P/ASX 200 Growth, by more than 25%. This represents the index’s strongest one-year relative outperformance in over 16 years. Following a long period in which Australian companies with growth…
Mexico Rating Actions: Market Impact through the Lens of Bond Indices
Mexico’s recent rating actions have brought renewed attention to the country’s sovereign credit profile. Moody’s downgraded Mexico in May 2026, while S&P Global Ratings revised its outlook to negative. For fixed income investors, the key question is not only what changed from a ratings perspective, but also how those events translated into market performance. Bond…
Measuring Liquid Commodities through Changing Markets
How does a commodity index track liquid futures while seeking to address inflation and volatility in global markets? Look inside the DJCI 3 Month Forward – Quarterly Reweight, a rules-based index that emphasizes diversification and liquidity through a methodology with four distinct elements.
A Three-Year Milestone: Revisiting the S&P 500 Sector-Neutral Dividend Aristocrats Index
In June 2023, S&P DJI expanded the S&P Dividend Aristocrats® Series with the launch of the S&P 500® Sector-Neutral Dividend Aristocrats Index. The addition proved timely, as over the past three years, the technology-driven Information Technology and Communication Services sectors have fueled much of the S&P 500’s significant gains amid the rise of AI. While…
A New Normal for Institutional ETF Usage
North American institutional asset owners have been using exchange-traded funds (ETFs) for more than a decade, but the way they use them has evolved. What began as a set of short-term tactical applications—manager transitions, portfolio completion and liquidity management—has expanded into long-term strategic uses. Sizable assets are now being deployed and held in ETFs for…
- Categories Equities, Fixed Income
- Tags asset owners, ETF usage, institutional investor, passive investing
- Categories
- Equities, Fixed Income
