Section
Indexing
59 posts
Portfolio Benchmarking: 5-Reasons Underperformance Occurs
by Lance Roberts, RIA When markets decline—especially after long periods of sustained growth—the familiar advice resurfaces: “Be patient.…
Can the Magnificent Seven sustain their trajectory?
If history is any indication, there’s a really good chance we’ll experience some reversion to the mean, that may impact some, if not all of the Magnificent 7 stocks, whose valuations (and volatility) have soared in the recent past, not to mention broader markets, as well.
Benchmarking Your Portfolio May Have More Risk Than You Think
by Lance Roberts, RIA During ripping bull markets, investors often start benchmarking. That is comparing their portfolio’s performance…
Indexing Dilutes Capitalism
by Robert M. Almeida, Global Investment Strategist, MFS Investment Management Rob Almeida examines how indexation has amplified the…
Nobody Controls Risk in an Index
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. There has been much chatter over the past couple…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
The Indexing Timebomb
by Jared Dillian, The 10th Man Last week, I spoke at the Mississippi CFA Society’s annual forecasting event.…
Study the Performance of Global Size Benchmarks
by Rachel Du, S&P Dow Jones Indices The S&P Global BMI serves as a benchmark that measures global…
Happy Birthday to Low Vol and High Beta!
by Fei Mei Chan, S&P Dow Jones Indices The S&P GSCI will commemorate its 30th anniversary in April…
A Quiet End to a Strong Quarter for Commodities
by Fiona Boal, S&P Dow Jones Indices The S&P GSCI will commemorate its 30th anniversary in April 2021…
Opportunity Does Not Equal Attainment
by Anu Ganti, S&P Dow Jones Indices We’ve previously argued that most managers should prefer above-average correlation, because…
Concerned about Inflation? Here’s a Tip
by Jim Wiederhold, S&P Dow Jones Indices The newly launched S&P GSCI (U.S. 10-Year TIPS) TR was designed…
The Shift to Passive in India
by Tyler Carter, S&P Dow Jones Indices In 2020, the Indian ETF market continued to expand, finishing the…
Exploring Equal Weight’s Impact on Risk/Return
by S&P Dow Jones Indices, S&P Dow Jones Indices What are the potential risk/return benefits of the S&P…
Special Purpose Acquisition Companies (SPACs) – Part II
by Bill Hao, S&P Dow Jones Indices In the previous blog, we introduced SPACs and discussed market trends…
Man Bites Dog: The Year for Active Management?
by Craig Lazzara, Managing Director and Global Head of Index Investment Strategy, S&P Dow Jones Indices For at…