Tag Archives: Hamish Preston
Higher Turnover Ahead For S&P 500? Not Necessarily!
The emergence of COVID-19 caused sizeable recalibrations in financial markets as investors grappled with the anticipated impacts on people’s lives and on economic activity. Given many companies saw significant drops in market capitalizations amid the recent market sell-off, and in light of expectations for companies’ earnings to suffer from reduced economic activity, some may be…
- Categories Equities, S&P 500 & DJIA
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The S&P Composite 1500®: An Efficient Measure of the U.S. Market
The S&P 1500 serves as both a benchmark indicator for U.S. equity market performance and as a basis for passively replicating investment products that aim to deliver a “market” return. Our new paper examines the index from both these perspectives, and compares the S&P 1500 with other U.S. equity market indices. Here are a few…
- Categories Equities, S&P 500 & DJIA
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How is the Current Environment Impacting Your Retirement?
Explore how our new quarterly dashboard on S&P STRIDE can help investors better understand and plan for retirement with S&P DJI’s Hamish Preston. https://www.youtube.com/watch?v=_y8jSzzNTGU Get the latest dashboard: https://spdji.com/documents/commentary/dashboard-stride-2020-03.pdf.
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Tracking The Cost of Retirement Income
One of the main risks for retirees is not having enough inflation-adjusted income in retirement to support their desired standard of living. The S&P STRIDE (S&P Shift to Retirement Income and Decumulation) Indices attempt to solve this problem by focusing explicitly on reducing the volatility of income rather than reducing the volatility of returns. In…
- Categories Strategy
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Volatile Start to 2020 – What’s Next?
Last year’s prognostications about the events and trends to monitor in 2020 have evaporated as COVID-19 has upended people’s lives and caused massive recalibrations in financial markets. In Q1 2020, we said “goodbye to the bull market”; large market movements became the new normal; correlations and dispersion shifted drastically; quantitative easing returned; and access to…
- Categories Equities
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Bye Bye Bull Market: Reaction to Coronavirus
The last few weeks have definitely felt like a “where were you when…?” moment as coronavirus fears spread around the world and many people’s day-to-day lives have been disrupted. Amid the anxiety and disruption, global financial markets nosedived, sending all major equity indices tumbling, VIX® soaring to levels not seen since the financial crisis, and…
- Categories Equities, S&P 500 & DJIA
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U.S. Equities: Staying the Course
The last few days have been turbulent for financial markets as coronavirus contagion fears took hold. Global equities fell; the S&P 500®’s 6.6% price return plunge since the end of last week wiped off its year-to-date gains; recent U.S. sector and industry declines mean that nearly all S&P Composite 1500® industries are down month-to-date; and…
- Categories Equities, S&P 500 & DJIA
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S&P Composite 1500®: Providing Higher Quality U.S. Equity Exposure
Over the last few years, mega-cap companies have played an increasingly important role in driving U.S. equity market returns. Indeed, the five largest names in the S&P 500® accounted for 16.8% of the index at the end of last year, the highest year-end weight since 1982 and higher than the 16.6% reached at the end…
- Categories Equities, S&P 500 & DJIA
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Divergence in Sector Returns
After a pullback in the market over the last week, it remains to be seen if U.S. equities will finish the month in the black. However, as of yesterday’s close, the S&P Composite 1500, which represents over 90% of U.S. equity capitalization, was up 1.21% since the turn of the year as large cap gains…
- Categories Equities, S&P 500 & DJIA
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- Equities, S&P 500 & DJIA
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What’s Your U.S. View?
Every year, certain trends take centre stage and help to explain market returns. For example, expectations over trade negotiations and Fed policy were useful for explaining market performance in 2019. Many of these developments often appear obvious with the benefit of hindsight, but identifying the trends and their subsequent impact in advance is far from…
- Categories Equities, S&P 500 & DJIA
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- Equities, S&P 500 & DJIA
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