Anchoring Equity to Economic Activity: The Power of Revenue Weighting
Market-cap-weighted indices like the S&P 500® that offer a broad measure of the market have long served as the foundation of passive investing. With valuations at elevated levels and sector concentration—particularly in technology—near historic highs, we examine alternative weighting methods that may provide broader and complementary views. Revenue weighting offers a complementary approach: by weighting…
Tracking High Forecast Dividend Yield in Australia: S&P/ASX 200 High Yield Select Index
How are innovative dividend indices helping market participants make more informed decisions? Look under the hood of the S&P/ASX 200 High Yield Select Index, including how it screens to avoid potential yield traps, with S&P DJI’s Jason Ye and ausbiz’s Andrew Geoghegan.
Regimes, Reversals and Risk
The S&P 500® gained 15% in Q2 2026, posting its best quarter since Q2 2020. The steady drumbeat of AI-related enthusiasm propelled the market upward despite numerous obstacles, including the war with Iran, rising inflation and fears of Fed rate hikes. However, the start of Q3 has been rocky, with a sharp sell-off in chipmakers,…
- Categories Equities
- Tags active management, dispersion, emerging markets, information technology, institutional investor, passive investing, S&P 100, S&P 500 Ex-S&P 100 Index, S&P 500 Top 10 Index, S&P MidCap 400, S&P Semiconductors Select Industry Index, S&P SmallCap 600, Semiconductors, Technology Select Sector Index, U.S. equities, US FA
- Categories
- Equities
- Tags
- active management, dispersion, emerging markets, information technology, institutional investor, passive investing, S&P 100, S&P 500 Ex-S&P 100 Index, S&P 500 Top 10 Index, S&P MidCap 400, S&P Semiconductors Select Industry Index, S&P SmallCap 600, Semiconductors, Technology Select Sector Index, U.S. equities, US FA
A New Take on Commodities: Inside the Dow Jones Commodity Index 3 Month Forward – Quarterly Reweight
In this blog, we introduce the Dow Jones Commodity Index 3 Month Forward – Quarterly Reweight (DJCI 3MQT). Launched in August 2025, the DJCI 3MQT is a variant of the Dow Jones Commodity Index (DJCI). The DJCI 3MQT has historically outperformed the S&P GSCI and the Bloomberg Commodity Index (BCOM): over the 10-year period ending…
SPIVA By the Numbers: A Global Perspective
How difficult is it to beat the benchmark in markets around the world? S&P DJI’s Tim Edwards takes viewers inside the latest SPIVA results and explores the challenges of active management over the long term.
The Rebalance | The Future of Indexing On-Chain with Kaiko
The Rebalance is a video podcast series hosted by S&P DJI CEO Cathy Clay, exploring the trends, ideas and innovations shaping the future of capital markets. In this installment, Cathy sits down with Kaiko CEO Ambre Soubiran to discuss S&P DJI’s collaboration with Kaiko to tokenize the iBoxx USD Treasuries Index and bring a major…
The Race for Critical Materials and the Shift to Security
From Efficiency to Security Over the past few months, two themes have dominated market attention, artificial intelligence (AI) and energy supply. Each is driven by different forces, yet both are increasingly pushing governments in a similar direction—toward supply security and reduced external dependence. Recent developments help illustrate this shift. Reports of Anthropic restricting access to…
The Taiwan Paradox: Balancing Concentration Risk with Global Diversification
Few economies are as deeply embedded in the global technology supply chain as Taiwan. Its highly sophisticated chip manufacturing network benefits from demand across a broad range of high-value end markets, from AI infrastructure and data centers to smartphones and electric vehicles. This positioning has propelled the S&P Taiwan BMI to an average annualized gain…
The Role of Buffers in Reducing Index Churn in Crypto Indices
In the digital asset market, index rebalancing presents a heightened challenge relative to traditional asset classes. Market capitalizations in digital assets exhibit significantly higher short-term volatility, and the investable universe evolves rapidly as new assets emerge and others lose relevance. As a result, assets may cross eligibility thresholds more frequently than in traditional equity markets,…
Decoding Sector Diversity and Network Concentration in Digital Assets
A common assumption about the digital asset market is that it remains a monolithic asset class dominated by a small number of names. However, examining the sector composition of the S&P Cryptocurrency Broad Digital Asset (BDA) Index reveals a more nuanced picture, one where diversity by asset count does not necessarily translate into diversity by…
