From Dec. 31, 1999, to June 30, 2019, the S&P High Yield Dividend Aristocrats® generated a total return of 590.3%. Of the contribution, about 57% was from dividend income, while 43% came from price appreciation. In this blog, we will look at the risk/return characteristics in detail.
As a market share leader in defensive equity investing,1 we’ve heard the gamut of issues raised on this topic by clients and consultants. After all, equity returns with less volatility is an alluring proposition. There must be a price to pay. There must be other risks to consider.
Passive investing is becoming pervasive, spreading throughout the investment industry. Products such as ETFs easily allow institutional investors to create allocations that mimic the performance of an index and to facilitate other changes within their portfolios. More recently, we have also seen the advent of ESG-focused indices that focus upon companies with high ESG scores,…
Equity markets’ risk-off environment deepened a sell-off in the fourth quarter amid uncertainty and heightened volatility. And although it’s unclear if market volatility will continue to persist in 2019, it’s important to have a portfolio strategy that can adapt to different market environments of volatility since investors are caught in a quandary...
Have you ever tried to use the VIX® to monitor market risk? The CBOE volatility Index (VIX®) is a popular view of equity market volatility, but there are a couple things you should know about the VIX® before using it exclusively.
Treasurer moves to sell after stock in IIP discovered in small-cap index investment.
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We recently published a research paper, “Building Better International Small-Cap Benchmarks,” offering a comprehensive look at the recently launched S&P Global SmallCap Select Index Series. These indices are designed to measure the performance of small-cap companies with positive earnings.
Passive corporate bond investors could face significant losses when the next economic downturn hits. Active managers, however, have more flexibility and should be able to manage these risks more efficiently.