Using Select Sectors to Evaluate Opportunities and Risks
What’s the relevance of U.S. sectors globally in the current landscape? Join S&P DJI’s Hamish Preston and State Street Investment Management’s Matt Bartolini as they explore the Select Sector Indices and how they are helping market participants evaluate and express sector views across evolving market conditions.
- Categories Equities
- Tags GICS, S&P 500 Sectors, Select Sector Indices, Select Sectors, U.S. sectors, US FA
- Categories
- Equities
Indexing Modern Income: Covered Calls Uncovered
Capital markets offer several primary sources of income to investors, including money market interest, bond coupons and stock dividends. Alternative sources of income abound and, most recently, innovation within the exchange-traded fund (ETF) industry has introduced options-based income strategies to a wider range of market participants. In the U.S., investors both large and small have…
S&P 500 Catholic Values Index: 10 Years and Counting – Part 1
For over a decade, the S&P 500® Catholic Values Index has served as a rules-based tool to help market participants that seek to align their investments with their values. The index was officially launched on Aug. 10, 2015, and excludes companies involved in activities inconsistent with the Socially Responsible Investment Guidelines of the U.S. Conference…
Introducing the S&P MERVAL Index (MEP): A Local USD View of Argentina’s Equity Market
The S&P MERVAL Index is Argentina’s flagship equity index and the main reference used by market participants to measure the performance of that market. However, in a high-inflation environment, Argentine peso returns can become distorted, so investors often look at returns in U.S. dollars. This raises an important question: in a market with high inflation…
2025: A Market for Stock Pickers in France?
Despite a strong year for global equities in 2025, most active funds in Europe struggled to outperform their benchmarks. According to the latest SPIVA® Europe Year-End 2025 Scorecard, 81.8% of active equity funds lagged their benchmarks over the past year, rising to 97.0% over the 10-year period.1 The France Equity fund category offered a notable…
Leveraged Loan Market Snapshot
Amid growing uncertainty, small market shifts can have large impacts on companies with lower credit ratings like those found in the S&P USD Select Leveraged Loan Index. This index measures the performance of a liquid and diversified universe of USD‑denominated leveraged loans by tracking all fully funded term loans with a minimum facility size of…
One to Forget: SPIVA Europe U.K. Equity Active Fund Performance in 2025
2025 was full of memorable moments, from tariff tensions and continued AI advancement, to pop stars in space and billionaire weddings. For U.K. active equity funds, however, 2025 may well be a year to forget. Across the three relevant categories measured in the SPIVA Europe Year-End 2025 Scorecard (U.K. Equity, U.K. Large-/Mid-Cap Equity and U.K….
Measuring Direct Lending: Building Transparency in Private Credit Markets
Direct Lending Has Become a Core Segment of Private Credit Private credit has expanded in recent years, with the market reaching an estimated USD 2.28 trillion at year-end 2025 and projected to grow to approximately USD 4.5 trillion by 2030.1 Within this expansion, direct lending has emerged as the dominant strategy, reshaping how companies access…
Systematic S&P 500 Strategies Targeting Stability and Growth Potential
Meet the S&P 500 Futures Intraday Edge Indices, a dynamic index series built to react to changes in market conditions as they seek to capitalize on trends, optimize S&P 500 exposure, maintain stability and enhance growth potential.
Critical Fixed Income Considerations amid RBA’s Swift Policy Moves
In May 2022, the Reserve Bank of Australia (RBA) was among the last major central banks to begin raising interest rates during the post-COVID-19 monetary tightening cycle. In Q1 2026, the RBA is not taking any chances with inflation, becoming the first major central bank to implement two consecutive 25 bps rate hikes (in February…
