Section
Indexing
59 posts
S&P 400 and S&P 600: Why Consider
by Erika Toth, Director, Institutional & Advisory, Eastern Canada, BMO Asset Management, via Indexology Most investors are familiar…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Oscillations in Opportunity
by Anu Ganti, Senior Director, Index Investment Strategy, S&P Dow Jones Indices 2020 was a year of two…
Reversal or Recovery?
by Anu Ganti, Senior Director, Index Investment Strategy, S&P Dow Jones Indices When we think about reversals in…
Is passive feeding the FAANGed mega-cap beast?
by Eric Thaut, Russell Investments It has been well documented that, over the last five years, a small…
Charles Ellis: In Defense of Active Investing
by Charles D. Ellis, CFA, Chairman, Whitehead Institute, via CFA Institute This post was originally published on June…
Technically Speaking: Is A Year-End Rally Still Possible?
by Lance Roberts, Clarity Financial For the last few months, we have repeatedly warned about the mounting risks…
S&P 500 Sector Switcheroo Set for September 28
by Ryan Detrick, Investment Strategist, LPL Research Mark your calendars, because S&P GICS sectors are scheduled to undergo…
The Problem With Indexing
by John Coumarianos, Analyst, Clarity Financial Indexing your investments is a good way to increase your chances of…
No Longer Calm but Not Chaotic
by Fei Mei Chan, Director, Index Investment Strategy, S&P Dow Jone Indices Although market volatility has retreated somewhat…
Thereās Nothing Equal About Equal Weight Returns
by Jodie Gunzberg, Managing Director, Head of U.S. Equities, S&P Dow Jones Indices Letās use the S&P 500…
Som Seif: How Dominant Is Indexing Versus Active?
We recently caught up with Som Seif, CEO, Purpose Investments in Toronto to continue our conversation about…
Som Seif: Has Indexing Distorted the Valuations of Index Stocks?
We recently caught up with Som Seif, CEO, Purpose Investments in Toronto. We asked him for his…
Stephen Lingard: Has Low Dispersion in Index Stocks Made Active Investing Harder?
We asked Stephen Lingard for his thoughts on the argument that low dispersion in index stocks is making…
Do Index Fund Portfolios Live Up to Expectations?
by David Allison, CFA, CIPM, CFA Institute Investors are pinning their hopes on index funds. āAlmost $500 billion…
Could index investing become too big?
Indexing is popular. But can large index funds cause inefficiencies in the marketplace? Mr. McNabb notes that, despite…
