Investments in private markets, such as private equity, debt and real estate, are typically valued on a quarterly basis and with a lag. This contrasts with the daily, mark-to-market valuations of funds investing in publicly listed assets.
Rob Arnott, Founder & Chair of Research Affiliates, discusses where AI works well and can assist across the money management ecosystem, the risk of ‘AI hallucination’ & over-reliance, quant vs human judgement, and the future of work.
New research shows that most portfolios of active funds have tended to underperform comparable combinations of index strategies over the long term. Model portfolios give wealth managers an opportunity to capitalize on these findings. Join S&P DJI and industry leaders to find out how wealth managers can add value through…
What do duration, the yield curve and credit trends tell us about the evolving fixed income landscape? S&P DJI’s Anu Ganti and Ben Vörös explore the recent performance of S&P DJI’s iBoxx indices in Europe and highlight the latest innovations in the fixed income indexing toolkit.
Markets are a race between fundamentals and expectations. When fundamentals get ahead, expectations have to catch up and prices follow. But when expectations get ahead, it's a different story. Fundamentals can't just run faster or jump higher. So it's expectations that need to take a knock, dragging share…
Which sectors and factors have shown the strongest performance trends through recent market shifts? S&P DJI’s Ben Vörös joins Anu Ganti to explore the potential of indices to help market participants address concerns around concentration and unpack performance highlights from the first half of 2025.
Building an index for the world’s share markets sounds straightforward. But it involves a series of well-reasoned and subtle design steps, together with expert oversight from market professionals.
S&P DJI’s Sue Lee examines the importance of the S&P 500 in the global equity opportunity set. She highlights key diversification and sector composition differences between notable U.S. equity and Korean benchmarks, and the challenges faced by active managers in the U.S. and South Korea to outperform this iconic…
Can Hero Funds save portfolios? S&P DJI’s Joe Nelesen takes a closer look at our special SPIVA report examining the performance of multi-asset portfolios of funds versus weighted blends of indices.
How can the latest SPIVA Scorecard help inform investors in South Africa? S&P DJI’s Tim Edwards dives into the latest SPIVA results and the trends driving South Africa’s evolving active vs. passive landscape with Asset TV’s Mosidi Modise.
If we look at the CAPE ratio of the S&P 500 today, it is just below 40. 40 is the level we had during the dot-com bubble just before the crisis. So for us this should lead to some caution for investors, especially for the most overvalued sectors like technology.
How are benchmarks like the S&P UBS Leveraged Loan Index and S&P UBS Western European Leveraged Loan Index helping bring transparency to one of the largest fixed income markets? Take a fundamental look at leveraged loans with Marco Pouw, S&P DJI’s Director of Fixed Income Indices.
How are indices helping market participants align investments with their beliefs? Get to know the S&P 500 Christian Values Screened Index and explore the faith-based investment landscape with Bountiful Financial’s David Friedman and S&P DJI’s Abigail Etches and Blake Spivey.
For over two decades, S&P Dow Jones Indices has measured the performance of actively managed funds against their index benchmarks across the world through the SPIVA Scorecards. Take a closer look at the fundamental principles that guide our SPIVA research and discover the insights these scorecards offer across asset classes…
Investors with an appetite for investing in themes are increasingly including private market strategies, according to the Thematics Barometer global survey of decision makers. Investors are also refocusing on basics such as investment performance and returns, though impact and sustainability outcomes still matter.
In this episode of The Market Measure, S&P Dow Jones Indices explores whether the S&P 500’s positive performance in 2025 may signal it’s time to look at equities elsewhere.
