AI Anxiety or Opportunity?
U.S. equity markets have been volatile recently, driven by a sharp sell-off in tech stocks, followed by a rebound, as investors struggle to assess the sustainability of the AI trade, with the S&P 500® up 1% month-to-date.1 Anthropic’s public IPO filing makes the question especially timely: is the market’s long-standing reliance on AI-related optimism a…
The Real Deal
For many Brazilian investors, accessing U.S. equities has traditionally involved a tradeoff. The S&P 500® tracks the performance of many of the world’s leading companies, including a vibrant technology sector driving much of the world’s AI innovation and capital expenditures. However, returns from Brazil’s local interest rates have competed with S&P 500 performance in BRL…
S&P DJI’s Global Islamic Benchmarks Outperformed Conventional Peers in Q3 2026
Global equities posted modest gains in the third quarter of 2026, supported by resilient corporate earnings despite persistent geopolitical uncertainty and growing concerns over the sustainability of the AI-driven market rally. Conventional benchmarks advanced across global, U.S. and developed markets, while emerging markets also ended the quarter higher. MENA equities declined amid ongoing geopolitical tensions…
A Dual-Quality Lens for U.S. Small-Cap Dividend Growth: The S&P SmallCap 600 Dividend Aristocrats
In April 2026, S&P Dow Jones Indices launched the S&P SmallCap 600® Dividend Aristocrats®, completing the U.S. core series of S&P Dividend Aristocrats Indices. With this addition, market participants can now measure consistent dividend growers across the large-, mid- and small-cap segments of the U.S. equity market. The launch extends the S&P Dividend Aristocrats methodology…
Introducing the S&P/BMV IPC Futures Indices: A Futures-Based View of the Mexican Equity Market
Introduction The S&P/BMV IPC is Mexico’s flagship equity index, and around it sits a growing ecosystem of investable products, including futures listed on MexDer and CME. The S&P/BMV IPC Futures Series was launched to serve that market, tracking a rolling long position in IPC futures rather than the underlying shares and published in price, excess…
Poll Position: Performance of the S&P MidCap 400 around Mid-Term Elections
The S&P 500®, the S&P MidCap 400® and the S&P SmallCap 600® measure the performance of the large-, mid- and small-cap segments of the U.S. equity market, respectively. When considered together, they provide broad coverage of the U.S. equity market; however, each index represents a distinct segment with a unique constituent profile, sector composition and…
- Categories Equities
- Tags mid caps, S&P MidCap 400, U.S. elections, U.S. equities, U.S. mid-cap equities, US FA
- Categories
- Equities
The Case for Indexing Cryptocurrencies
While indexing has been established as a core building block in traditional asset classes such as U.S. equities,1 digital assets continue to be viewed largely through the lens of individual tokens, particularly Bitcoin. Seventeen years after Bitcoin’s genesis block, the market now includes increasing institutional participation, regulated exchanges, spot ETFs and an ecosystem that extends…
Look Again, It’s Coal Outside
Lumps of coal are typically reserved for the Christmas stocking of the worst-behaved children. With the holiday season approaching, many will be hoping instead for something a little shinier and more refined. The S&P Global Mining Reduced Coal Index follows a similar philosophy. Start with a universe of mining-related companies. Focus on those with meaningful…
Greek Myths and Icelandic Sagas: Reclassifications in the Global Market Library
On Sept. 21, 2026, two markets crossed important thresholds in the S&P Dow Jones Indices (S&P DJI) global equity benchmark. Greece finished an odyssey back to developed market status after a 12-year hiatus, while Iceland rose, saga-like, to emerging market status. In this blog, we look at the details of why these changes happened and…
- Categories Equities
- Tags developed markets, emerging markets, Greece, Iceland, S&P Greece BMI, S&P Iceland BMI
- Categories
- Equities
Inside the September 2026 S&P 500 Momentum Index Reconstitution
The S&P 500® Momentum Index tracks the top 20% of S&P 500 stocks by 12-month risk-adjusted price momentum.1 Backed by persistent market trends, the index has outperformed significantly relative to the broader market in recent years (see Exhibit 1). The S&P 500 Momentum Index rebalances semiannually after the close of the third Friday of March…
- Categories Factors
- Tags defensive strategies, factors, momentum, S&P 500 Momentum Index, US FA
- Categories
- Factors
