Much of recent market commentary has been focused on market concentration concerns,1 thanks to the dominance of mega-cap stocks in the U.S., with the S&P 500® Top 50 outperforming the S&P 500 by...
After global equity and bond markets soared in 2023, this year began on somewhat rockier ground. Valuations were more stretched, dispersion was rising and roughly half of the world’s population...
How has the size and significance of passive investing solutions changed in recent years? In an interview at IMpower Incorporating FundForum, S&P DJI’s Tim Edwards discusses the growth trajecto...
https://www.indexologyblog.com/2024/09/05/the-rise-of-passive-investing-with-indices/
One of the potential advantages of indexing is its typically lower cost relative to active management. Investors have benefited substantially by saving on fees. And as indexing has expanded acros...
https://www.indexologyblog.com/2024/08/08/fees-and-fortunes/
Passive investing has historically been more associated with equities than with fixed income, but recent data indicates a change could be in the winds. S&P DJI’s Tim Edwards and Anu Ganti take ...
https://www.indexologyblog.com/2024/07/18/exploring-fixed-incomes-passive-potential/
Explore what’s driving increased interest in indexing and the growing role of custom index solutions in South Africa with S&P DJI’s Marius Baumann and Chris Rule of 10X Investments.
https://www.indexologyblog.com/2024/05/28/why-is-passive-investing-on-the-rise-in-south-africa/
The tale of a footrace between a determined tortoise and a swift but ultimately complacent hare has been with us for a long time. The earliest known version is two and a half thousand years old; ...
https://www.indexologyblog.com/2024/04/10/turtle-returns-the-hare-and-the-tortoise/
One of the benefits of indexing is its low cost relative to active management. As indexing has grown, investors have benefited substantially by saving on fees and avoiding active underperformance...
https://www.indexologyblog.com/2023/11/28/finding-fee-savings-in-fixed-income/
In order to generate value for his clients, an active investment manager must deviate from a passive benchmark—by choosing sectors, or styles, or individual stocks that the manager predicts wil...
https://www.indexologyblog.com/2023/06/06/active-or-agnostic/
If you’ve ever read a prospectus (or, for that matter, an S&P DJI research report), you know that “past performance is no guarantee of future results.” At one level, if you understand that,...
https://www.indexologyblog.com/2023/05/24/persistently-disappointing/